主题阿尔法 - 企业如何缓解关税影响？从三季度财报中得到的启示-Thematic Alpha x US Public Policy-How Are Companies Mitigating Tariff Impacts What We Learned From 3Q Earnings

December 17, 2025 07:17 PM GMT Thematic Alpha x US Public Policy | North America How Are Companies Mitigating Tariff Impacts? What We Learned From 3Q Earnings M We continue to expect an effective tariff rate of ~15% for the near term, but the Supreme Court's pending decision on the IEEPA tariffs could be a wildcard. The IEEPA tariffs being overturned would kick off a series of questions around tariff policy, namely 1) whether or not the President immediately replaces broad-based import tariffs with another ...