Barclays_Global_Macro_Thoughts_Irrational_exuberance

报告摘要

ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386

核心要点

28 April 2025
1 Global Economics Weekly: Unpredictable (25 April 2025)

报告信息

文件全名: 《Barclays_Global_Macro_Thoughts_Irrational_exuberance.pdf》
适合读者: 战略规划行业研究员
核心数据: The US seems willing to backtrack from the 145% China tariffs
Secretary Bessent acknowledged that 145% tariffs on China were unsustainable 1
Even if the 145% tariffs are dropped, media reports suggest that China tariffs will be 50-60% 1
In addition, there are the fentanyl tariffs as well as the 10% baseline ‘reciprocal tariffs’
Even if the ‘reciprocal tariffs’ don’t worsen and China numbers drop, US tariffs look set to rise to 23-24%
核心议题: 管理咨询

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《Barclays_Global_Macro_Thoughts_Irrational_exuberance》主要包含哪些内容?

ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386核心数据:The US seems willing to backtrack from the 145% China tariffs;Secretary Bessent acknowledged that 145% tariffs on China were unsustainable 1;Even if the 145% tariffs are dropped, media reports suggest that China tariffs will be 50-60% 1。

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