高盛:GOAL Kickstart-风险偏好崩塌-剖析美国关税宣布后的抛售行情
高盛·2025-04-08 05:58
7 April 2025 | 6:30AM BST GOAL Kickstart Risk Appetite collapse - dissecting the sell-off post the US tariff announcement Last week, President Trump announced a "reciprocal" tariff policy with an average tariff rate of 18.2%. Chinese policymakers replied with a broad set of countermeasures including a 34pp tariff increase on all US exports. The EU Foreign Council on Trade is likely to present a comprehensive response to US tariffs, too. The market reaction to the US reciprocal tariff has been sharp. The S&P ...