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花旗:中国经济-中美 1.5 阶段协议好于预期
花旗· 2025-05-12 12:48
12 May 2025 05:04:38 ET │ 9 pages Flash | China Economics US-China Phase 1.5 Deal Much Better than Expected CITI'S TAKE The US-China tariff reductions have come in even bigger than our bullish expectations. The US's effective tariff on China has been lowered to 38.6%, per our estimates, back to the non-prohibitive days. Looking ahead, the 20% Fentanyl tariff could be a low-hanging fruit for further reduction, in our view, and its rollback could further remove the external hurdle for the Chinese economy. The ...
马士基:中美之间的协议是朝着正确方向迈出的一步。希望能够为双方达成一项永久性协议奠定基础,从而为我们的客户创造长期的可预测性。我们的客户已经获得了90天的关税减免,我们正在努力帮助他们充分利用这段时间。
news flash· 2025-05-12 09:48
马士基:中美之间的协议是朝着正确方向迈出的一步。希望能够为双方达成一项永久性协议奠定基础, 从而为我们的客户创造长期的可预测性。我们的客户已经获得了90天的关税减免,我们正在努力帮助他 们充分利用这段时间。 ...
花旗:关税可能降至约 45% ,中美 1.5 阶段协议可能的形式
花旗· 2025-05-12 05:06
Flash | 11 May 2025 22:23:52 ET │ 9 pages China Economics The Likely Shape of US-China Phase 1.5 Deal – Quick Take on the Geneva Talks CITI'S TAKE The US and China held a 2-day long conversation in Switzerland. We see the progress as a potential Phase 1.5 deal, resolving the easy part of the trade talks between the two countries. The Fentanyl tariffs and escalatory tariffs could be rolled back, and China is likely to make concession in reversible areas. It is now more likely in our view that the effective t ...