BARCLAYS：全球投资组合经理文摘 -风云变幻

Cross Asset Research 13 April 2025 Global Portfolio Manager's Digest Whirlwind We provide context and perspective on research across regions and asset classes, this week highlighting our assessment of implied recession probabilities across asset classes; potential tariff impacts on China's economy & CNY; and the current state of the US energy trade. This document is intended for institutional investors and is not subject to all of the independence and disclosure standards applicable to debt research reports ...