.鉴于市场迄今为止对特朗普承诺提高对“北美自贸协定邻国”的关税消息反应平静,似乎有必要重温两个月前德意志银行的贾斯廷·韦德纳(Justin Weidner)和马特·卢泽蒂(Matt Luzzetti)的分析。他们在去年11月底指出,对墨西哥和加拿大征收25%的关税可能会使2025年美国的核心个人消费支出价格指数(PCE)增加大约一个百分点。当时,大多数人将这视为一种谈判策略。但正如德意志银行的吉姆...
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