机构：美联储降息对美债持有者而言是好消息

Core Viewpoint - The report suggests that a rate cut environment may be beneficial for investors in U.S. bonds through globally diversified fixed income portfolios, despite potential inflationary pressures from tariffs [1] Summary by Relevant Sections - Interest Rate Outlook - The Federal Reserve is expected to cut rates on Wednesday, which could positively impact fixed income investments [1] - Inflation Considerations - Tariffs may lead to higher inflation, but the Fed is likely to focus on protecting the labor market by potentially overlooking inflation rates above their target [1] - Market Reactions - The market will closely monitor the Fed's updated "dot plot" projections for future rate cuts beyond September, given the persistent inflation in the U.S. [1]