景顺首席环球市场策略师:预期美联储明年将降息3至4次,总幅度近100个基点!预计美元将继续疲弱,带动新兴市场表现
Sou Hu Cai Jing·2025-12-03 06:03
Group 1 - The core viewpoint is that the current macroeconomic environment favors non-U.S. assets, with expectations of U.S. interest rate cuts and increased government spending in Europe, Japan, and China to boost the global economy [1] - The forecast includes the expectation that the Federal Reserve will cut interest rates 3 to 4 times next year, totaling nearly 100 basis points [1] - It is anticipated that the U.S. dollar will continue to weaken, which will positively impact asset performance [1]