摩根大通：美降息25基点或支撑新兴市场资产

Group 1 - The core viewpoint is that a 25 basis point interest rate cut by the Federal Reserve is expected to support emerging market assets [1][3] - The strategist believes that the rate cut may lead to a weaker US dollar, which could enhance the performance of stocks and local currency debt in emerging markets [1][3] - Additionally, the reduced risk of a US recession suggests that the credit market will continue to receive strong support [1][3]