格隆汇11月27日｜瑞银财富管理投资总监办公室预计，特朗普当选美国总统，或将重塑美国经济和地缘政治格局，特别是关税措施或有可能干扰贸易往来、削弱美国内需并推高通胀。瑞银指，在下行情景中，关税冲击甚至可能导致滞胀。另一方面，美国与贸易伙伴的谈判受国内相关立法受阻，可能有助于缓和关税实施范围和影响，而潜在减税和放松监管等措施，则可能为市场带来额外助力。 在基准情景中，基于美国经济增长稳健、利率下降和...
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