摩根士丹利-关税特别报告-全球经济和战略影响
经济学人·2024-10-07 16:08
M Global Insight September 26, 2024 09:02 PM GMT 2024 US Election Tariffs: Global Economic and Strategy Implications Expanded use of tariffs is one possible consequence of the US election. In this note, we unpack (1) key policy uncertainties and (2) the impact of tariffs on the economy and equity/FX strategy across the US, China, EU, and Mexico, including potential retaliatory effects. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors shou ...