JPMorgan suggests that emerging markets could be an accidental beneficiary of a U.S. growth scare due to a weaker dollar and lower U.S. interest rates. Early futures indicate that stocks may struggle to continue Friday’s rebound. Additionally, U.S. Treasury Secretary Scott Bessent’s remarks over the weekend about market corrections being healthy have reinforced the view that the Trump administration is willing to see equities decline as it pursues its policies of tariffs and shrinking the public sector.
