摩根资管的Kelly警告称：美联储降息恐损害股市和债市

Core Viewpoint - The market widely anticipates that the Federal Reserve will lower interest rates this week, but if this action is perceived as politically motivated and inconsistent with the central bank's economic forecasts, it could increase risks for stocks, bonds, and the dollar [1] Group 1 - David Kelly, Chief Global Strategist at Morgan Asset Management, highlights that Wall Street investors have recently celebrated the expectation of the Fed restarting rate cuts after a nine-month pause [1] - Following the recent market rally, investors are advised to adopt a cautious stance and seek diversified allocations [1]