Jefferies：新兴债券动态与制度变革
2025-06-02 15:44
29 May 2025 Emerging bond dynamic and regime change Toronto The tariff threat to the tariff retreat has now been reduced to a two-day cycle. Donald Trump threatened Europe with a higher 50% tariff last Friday and then on Sunday extended the deadline for Europe to come to an agreement from 1 June to 9 July. This latest twist and turn will have further convinced investors of what many were already assuming, based on GREED & fear's meetings with investors in North America this week. That is, that the 47th Pres ...