Tariff-induced slowdown

Search documents
全球宏观展望:应对关税疲劳 -What's Next in Global MacroFighting Tariff Fatigue
2025-07-30 02:33
Sunday Start | What's Next in Global Macro M Global Idea Fighting Tariff Fatigue Another week, another tariff deadline. This time it's Friday, August 1, the date that tariffs would increase on key US trading partners such as Europe, Canada, and Mexico unless fresh trade deals are announced or deadlines are extended. Clients we talk to are certainly jaded when it comes to the tariff topic, and we sympathize. Deadlines have come and gone, tariffs have climbed (although not to the highest levels threatened), b ...