BARCLAYS：美国展望-协议与否，高关税问题

FICC Research Economics 9 May 2025 US Outlook Deal or no deal, big tariffs This week's handshake UK trade agreement suggests that the tariff rate floor for any upcoming trade agreements is likely to be 10%, with limited exceptions. This does little to resolve uncertainty for the FOMC, which remained on hold this week. We still expect two cuts this year, starting in July. Tariff agreements are coming, but have underwhelmed so far With little on the data front, much of this week's focus remained on tariff dev ...