U.S. easing cycles historically impact emerging markets negatively, but could provide positive catalysts
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#6f89dd64 ver:0.07
U.S. easing cycles historically impact emerging markets negatively, but could provide positive catalysts. J.P. Morgan analysts note that while EM equities have seen modest outperformance compared to U.S. equities during these cycles, the Fed cutting rates can lead to global growth, policy easing, and a weaker U.S. dollar. Despite challenges, EM equities offer diversification, growth acceleration, attractive valuation, and macro conditions challenging the dollar. However, caution is advised as EMs have experienced financial accidents and negative impacts in the past. #EmergingMarkets #USMonetaryPolicy #GlobalGrowth...
#newstr #UsEasingCycles #EmergingMarkets #JpMorgan #FederalReserve #EquityPerformance #UsEquities #UsGrowth #RateCuts #EmergingMarketsEquities #UsDollarStrength
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