摩根士丹利：（CoTD）_90 天后未出现进口潮
2025-07-07 15:44
July 3, 2025 10:29 AM GMT Multi-Industry | North America CoTD: No Import Wave 90 Days Later Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. Exhibit 1: US Imports (YoY, trail 30d) - After ~20% yoy growth from December - March, imports flat-lined in April - May but are tracking sharply lower in June Source: Morgan Stanley Research, AlphaWise, UN Global Platform; PortWatch While the lead up ...