HSBC Analyst Max Kettner and others stated that a "just right" economic environment may emerge in the first half of 2025. The market is overly conservative regarding expectations for interest rate cuts by the Federal Reserve, anticipating only one cut in the first half of the year, which may need to be repriced. HSBC believes that short-term market volatility will create attractive buying opportunities for US Treasuries and risk assets. Overly sold "bond proxy" assets, Bank of America stocks, Technology stocks, and Emerging Markets present potential opportunities.
机构：短期市场波动将为美国国债和风险资产创造买入机会
Institutions: Short-term market volatility will create buying opportunities for US Treasuries and risk assets.
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