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Value Partners Expects US Rate Cuts to be Milder than Expected This Yr, Cautiously Optimistic on CN Stocks
Recommend 2 Positive 2 Negative 8 |
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To a certain extent, the Federal Reserve still has room for further rate cuts this year, albeit at a pace more moderate than previously anticipated by the market, Value Partners said in its 2026 investment market outlook report. In the short term, monetary policy direction will continue to be contingent on inflation trends and economic growth. From a medium to long-term perspective, productivity improvements driven by AI, the US “One Big Beautiful Bill Act (OBBBA)”, and targeted fiscal measures are expected to alleviate inflationary pressures and promote sustained economic growth, thereby providing more room for the Fed to maintain a relatively loose policy environment. Value Partners is cautiously optimistic about the Chinese stock market in 2026, expecting Sino-US trade relations to stabilize and the external environment to gradually improve. In a rate-cut cycle, the global liquidity environment is likely to become more relaxed, with market fundamentals remaining robust and resilient. This, coupled with anticipated policy measures to optimize economic structure, will provide strong support for the stock market in 2026. AASTOCKS Financial News Website: www.aastocks.com |
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