这个我在论坛里搜索了半天，看来还没有人发过：）

INVESTING FROM THE TOP DOWN
A Macro Approach to Capital Markets
ANTHONY CRESCENZI
Copyright © 2009 by McGraw-Hill, Inc. All rights reserved. Except as permitted under the United
States Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form
or by any means, or stored in a database or retrieval system, without the prior written permission of the
publisher.
ISBN: 978-0-07-164156-2
MHID: 0-07-164156-4
C O N T E N T S
Chapter 1
Top-Down Investing Has Arrived 1
Chapter 2
The 2007 Credit Crisis: A Case in Point 23
Chapter 3
Globalization Makes Top Down a Must 39
Chapter 4
Thematic Trading and Investing 57
Chapter 5
Thematic Investing Using ETFs 71
Chapter 6
Central Banking Is a Top-Down Affair 81
Chapter 7
Filling the Gaps on Value Investing 113
Chapter 8
Diversifying Your Portfolio from the Top Down 137
Chapter 9
Do the Math! 157
Chapter 10
Other Reasons to Invest from the Top Down 175
Chapter 11
Sector Performance Is King 187
Chapter 12
Market Sentiment Is a Top-Down Affair 199
Chapter 13
A Golden Age for Macroeconomics Has Arrived 213
Chapter 14
The Top 40 Top-Down Indicators 219
Index 283
x Contents