摩根士丹利：不确定性仍在蔓延

Source: The White House, USTR, US Department of Commerce, US International Trade Commission, Morgan Stanley Research The interplay of country and sector tariffs, we believe, are a function of practical and legal considerations. Early this year, when tariff expectations were being formed, we predicted that the administration would first focus on "country" tariffs because of the complexity of implementing sector tariffs in short order. Indeed, the administration moved to country buckets before then shifting f ...