【出版时间及名称】:JPM-GLOBAL DEVELOPED MARKETS STRATEGY DASHBOARDS-100315
【作者】:jpmorgan
【文件格式】:pdf
【页数】:26
【目录或简介】:
Market Drivers 2
Index Targets 3
Key Calls 4
Earnings Revisions 5,6
Sector Revisions 7,8
Macro Earnings Growth Driver 9
Cross-sector Earnings Growth 10
Regional Valuation 11,12
Sector-Country Valuation Matrix 13
Policy Rates Forecast 14
Yield Curve & Liquidity 15
Regional Monetary Condition Index 16
Economic Momentum 17
Currency Forecasts 18
Performance: Equities relative to
Bonds 19
Performance: Sector & Industry 20,21
Balance Sheets 22
Index Weightings 23
附件列表