中美贸易紧张局势 “策略性升级” 对市场意味着什么-Morgan Stanley Global Macro Forum-What ‘Tactical Escalation’ of US-China Trade Tensions Means for Markets

What 'Tactical Escalation' of US-China Trade Tensions Means for Markets October 20, 2025 October 20, 2025 12:24 PM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum Serena Tang, Global Head of Cross-Asset Strategy | Strategist Ariana Salvatore, US Public Policy Strategist | Strategist Matthew Hornbach, Global Head of Macro Strategy | Strategist MORGAN STANLEY & CO. LLC Chetan Ahya, Chief Asia Economist MORGAN STANLEY ASIA LIMITED+ Daniel Blake, Asia/EM Equity Strategist and Head of APxJ Q ...