摩根士丹利：亚洲经济-贸易紧张局势-战术性升级

July 8, 2025 01:00 AM GMT Asia Economics | Asia Pacific Morgan Stanley Asia Limited M Update Trade Tensions: Tactical Escalation The US administration has sent letters out to 14 economies extending the deadline for talks to August 1, after which headline tariff rates will rise to levels similar to April 2. If new tariff rates come into effect, the weighted average tariffs for Asia will rise to 27%. We think this moves us towards the tactical escalation scenario. President Trump has indicated that "we're clo ...