行业研究报告

JPM - Kolanovic - The J.P. Morgan View Risk of shifting narratives

2024-02宏观经济16

Global Markets Strategy This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the writte

报告摘要

Global Markets Strategy This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the writte

核心要点

  1. 26 February 2024

报告信息

文件全名
JPM - Kolanovic - The J.P. Morgan View Risk of shifting narratives_20240226.pdf
适合读者
投资人行业研究员
核心数据
  1. among respondents is ~49th percentile on average; (2) 39% planned to increase equity
  2. exposure, and 91% to increase bond duration near-term; (3) 61% believe high
  3. about CRE vs. in 1H23; (5) 64% believe China isn’t close to enacting support for its
  4. equity market; (6) the median expects EURUSD to weaken 1-2% over the rest of Q1.
核心议题
CPI

常见问题

《JPM - Kolanovic - The J.P. Morgan View Risk of shifting narratives》主要包含哪些内容?

Global Markets Strategy This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the writte核心数据:among respondents is ~49th percentile on average; (2) 39% planned to increase equity;exposure, and 91% to increase bond duration near-term; (3) 61% believe high;about CRE vs. in 1H23; (5) 64% believe China isn’t close to enacting support for its。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 16。

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适合投资人、行业研究员等读者参考。

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重点分析了CPI等议题。

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