J.P.Morgan--Global Markets Outlook and Strategy

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2011-9-22 03:06:16 上传

J.P.Morgan- Global Markets Outlook and Strategy
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Global Markets Outlook and Strategy

Contents
Economic Outlook 2
Market Forecasts 6
Global Market Strategy 7
Optimal Portfolio Allocation for Long-Only Investors 12
Alternate States: EMU Breakup 14
FX Strategy 17
Fixed Income Strategy 23
Credit Strategy 26
Equity Strategy 28
Commodity Strategy 31

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关键词：Strategy Strateg Outlook Markets Global

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