摩根士丹利：全球宏观展望-外国投资者是否在逃离美国资产？
2025-07-01 00:40
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha June 29, 2025 06:00 AM GMT Sunday Start | What's Next in Global Macro M Global Idea Are Foreign Investors Fleeing US Assets? Investment flows, both from and into US assets, were a key theme in our client conversations in multiple meetings across the pond last week. While many questions concerned the tax provisions under Section 899 proposed in the One Big Beautiful Bill Act, which have since been removed, the subtext was clear – are investors, particularly foreign investors, ...