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市场乐观情绪将延续到2021年;摩根大通策略师预计,在近期强劲表现的基础上,价值轮动将继续下去,并预测2021年整体市场将实现正回报。大的尾部风险应该会继续消退,货币政策可能会保持高度宽松,信贷市场表现良好,美元可能会走弱,财政悬崖风险可能被继续挤出,贸易不确定性减少,经济活动势头可能继续强劲加速。许多投资者尚未入市,并将利用市场的任何疲势加仓

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