美国的关税政策针对世界各地，不过在关税混乱的环境中也会有一些好处。因此在地缘政治不确定之下，很难判定好坏。另外，她认为，从基本假设来看，油价依旧低位。Invesco's Chief Global Market Strategist Kristina Hooper stated that many central banks around the world have succeeded in controlling inflation and have adopted loose MMF policies to stimulate growth.
According to Zhitong Financial APP, Invesco's Chief Global Market Strategist Kristina Hooper stated that many central banks around the world have succeeded in controlling inflation and have adopted loose MMF policies to stimulate growth. She believes that economic growth will accelerate again in 2025. Emerging economies will benefit from the interest rate cuts in developed economies, while the cuts will favor risk Assets, and under a soft landing, it is believed that risk Assets might perform well next year.
The relationship between the US dollar and Other currencies is also becoming more imbalanced, with Technology stocks performing well in the US stock market, hoping for a larger exposure to small and medium-sized stocks.
The USA's tariff policies target around the world, but there are also some benefits in the chaotic tariff environment. Therefore, under geopolitical uncertainty, it is difficult to determine the pros and cons. Additionally, she believes that, based on basic assumptions, oil prices remain low.
