摩根士丹利:全球新兴市场-解答您的常见问题
June 9, 2025 08:26 PM GMT Global EM Strategist Addressing Your FAQs Common client questions include near-term risks to our bearish USD view, the US fiscal outlook and Section 899. Turkey, Poland, Korea, Hong Kong and Chile dominate our EM local regional conversations. We expect modest EM currency gains and falling local bond yields. Key Takeaways LatAm Macro Strategy Mid-Year Outlook – Brighter Days Ahead | 02-Jun- 2025 Into end-2026, the major LatAm economies face choices with profound impacts on their inv ...