最新报道:Following the Fed's 25-basis-point rate cut to 4%-4.25%, JP Morgan anticipates continued US dollar weakness, creating global investment opportunities. With the S&P 500 hitting record highs and US valuations at elevated levels, international markets appear more attractive—European stocks trade at 40% discount to US peers while emerging markets benefit from Fed easing. JP Morgan strategist Federico Cuevas notes rate cuts during economic slowdowns typically support global risk assets, recommending 15% international allocation for diversified portfolios.