新兴市场本币主权债券

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花旗看好新兴市场主权债券 押注利率下行及美元走弱
news flash· 2025-07-18 07:13
Core Viewpoint - Citigroup has upgraded its rating on emerging market local currency sovereign bonds to "overweight," betting on declining interest rates and a weakening dollar [1] Group 1: Economic Indicators - Analysts Dirk Willer and Adam Pickett noted early signs of tariff transmission effects in the U.S. June inflation data, but a slowdown in service prices may keep inflation under control [1] - The potential for the Federal Reserve to restart a loosening cycle in the second half of 2025 is highlighted, which typically benefits emerging markets [1]