摩根大通：展望2025-立足实力报告（英文版）

It’s a tricky balance to strike: Help boost economic growth—but don’t reignite inflation. Global central banks look like they can find that balance—and will continue normalizing policy rates to support growth. The easing cycle could impact everything from sports investing to asset allocation. Among the questions we consider: Should investors follow past falling rate playbooks and buy cyclical assets such as emerging markets? Will dealmaking rebound?