JPMorgan-Equity Strategy Closing the OW US vs Eurozone trade-107092885
Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com
Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com
Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com
Global Markets Strategy Mislav Matejka, CFA AC mislav.matejka@jpmorgan.com核心数据:Post the 30%+ outperformance in USD terms seen early;• Eurozone had a big rebound vs the US around a year ago, of 30%+ in USD;• 1. As per top chart, Eurozone has lagged in the past few quarters, losing 14%。
覆盖 2024 年,全文约 26。
本报告免费查阅,登录资料宝后即可在线获取完整内容。
适合战略规划、行业研究员等读者参考。
重点分析了PLC等议题。