摩根士丹利:全球经济简报-不确定性普遍存在
2025-06-27 02:04
June 23, 2025 04:01 AM GMT Global Economic Briefing | North America The Weekly Worldview: Enough uncertainty to go around The interplay of country and sector tariffs, legal considerations, and trade deals will keep the level, timing and composition of tariffs uncertain. We discuss the read across of this uncertainty for the Federal Reserve. M The topic of tariffs has come off the boil in recent weeks, but the ultimate effect of tariffs has yet to show in the data. Markets are eying July 9, as the next "dead ...