J.P.Morgan摩根大通：2024年中展望报告-脆弱世界中的强劲经济报告（英文版）

What’s wrong with this picture? Not much. Key macro and market variables—growth, unemployment rates, household incomes, corporate profit margins, yields on government bonds—look as healthy as they have in decades. Investors may consider equities and real assets to mitigate inflation risk. Bonds can bolster portfolios if economic growth falters.