更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Economics Sachs Research 1 June 2024 | 6:34PM HKT Asia Views: Still waiting for the Fed (and the US election) Andrew Tilton +852-2978-1802 andrew.tilton@gs.com Goldman Sachs (Asia) L.L'C. uncertainties. The first is Federal Reserve policy. "Higher for longer" US rates- our economics team now expects the first Fed cut in September-constrain EM policymakers, where FX stability is often an emphasis. A strong USD dollar and weaker regional FX (Exhibit 1) have meant more impo ...