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高盛:美国关税影响追踪 -趋势显示中美关系更多缓和及利率宽松
Goldman Sachs· 2025-07-15 01:58
14 July 2025 | 4:58AM EDT Americas Transportation: US Tariff Impact Tracker - Trends Show More China-US Moderation and Rate Easing US Tariff Impact Tracker – Laden vessels from China to USA dropped sequentially by 6% - marking the second week in a row that inbounds dropped week-over-week after the roughly 4 week China surge. Based on prior reported container rates and expectations from the Port Optimizer, this is something we thought could be a possibility over the next week or so; looking ahead, however, f ...