J.P.Morgan 第四季金融市场度研究报告

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内容：Contents
Table of Contents
Global economics overview 3
G-10 FX outlook 12
Exchange rate forecasts 13
FX tail risks and outlier views 14
G-10 fair-value exchange rates update 15
Emerging Markets outlook 16
Commodity markets outlook 17
Fixed income outlook 19
Global 20
The Americas
United States 21
Canada 22
Argentina 23
Brazil 24
Chile 25
Colombia 26
Ecuador 27
Mexico 28
Peru 29
Venezuela 30
Asia/Pacific
Australia 31
New Zealand 32
Japan 33
China 34
Hong Kong 35
India 36
Indonesia 37
Malaysia 38
Philippines 39
Singapore 40
South Korea 41
Taiwan 42
Thailand 43
Western Europe
Euro area 44
Norway 45
Sweden 46
Switzerland 47
United Kingdom 48
Emerging Europe
Czech Republic 49
Hungary 50
Poland 51
Romania 52
Russia 53
Turkey 54
Africa/Middle East
Israel 55
South Africa 56
Global forecasts
Real GDP
– annual 57
Real GDP
– quarter-on-quarter 58
– over year ago 59
Private consumption 60
Fixed investment 61
Industrial production
– quarter-on-quarter, saar 62
– over year ago 63
Consumer prices 64
J.P. Morgan effective exchange rate indices 65
Basic economic statistics
International comparisons 66
Economic outlook in summary

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关键词：Morgan morga 金融市场 研究报告 fixed income 研究报告 Morgan 金融市场

免费了，自己顶下

还不错。谢谢LZ。

World Financial Markets（Fourth-quarter 2010）；BY Economic Research Global FX Strategy


虽然是September 22, 2010出版的Emerging Markets Research新兴市场研究，但研究范式和研究方法都不错，独树一帜。
不过，弱弱地质疑个：J。P。MORGAN未免把Emerging Markets看得太“高杆”，全球一体化正在加深，发达经济体还不太摸到头脑，仅仅依靠Emerging Markets似乎不太行。

谢谢LZ的分享！