Analysts at BofA Global Research: If strong global economic growth prevents the Federal Reserve from cutting interest rates, emerging markets may perform well. However, in a scenario of asymmetric growth (favoring the United States) or a global stagflation shock, emerging markets will be more vulnerable.

Analysts at BofA Global Research: If strong global economic growth prevents the Federal Reserve from cutting interest rates, emerging markets may perform well. However, in a scenario of asymmetric growth (favoring the United States) or a global stagflation shock, emerging markets will be more vulnerable.

华尔街见闻2026/05/15 21:48

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In terms of exchange rates, even though there are still a few months until the election trigger point, commodity prospects and monetary policy should continue to support the Brazilian real.

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