全球宏观策略：从减速带到坑洼Global Macro Strategist From Speed Bump into Pothole

July 28, 2025 09:54 AM GMT Global Macro Strategist M Global Idea From Speed Bump into Pothole The baseline view of our economists suggests that tariffs send the US economy over an inflation speed bump (3Q25) and then immediately into a growth pothole (4Q25). Risk markets don't seem concerned about either idea. Hedge complacency by buying US Treasuries and selling the US dollar. Key Takeaways Please add me to your distribution list. Must reads from Global Macro Strategy US Rates Strategy: August US Treasury ...