摩根士丹利:关税给不了特朗普想要的

格隆汇
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格隆汇4月5日|摩根士丹利表示,“关税不太可能按照特朗普政府希望的方式重组美国经济结构。”分析师在一份研究报告中表示,美国储蓄和投资之间的不平衡导致了该国的贸易逆差,并且无法在短期内实现有意义的再平衡。关税最有可能的结果是孤立主义,这等同于更高的通胀和更低的增长。金融市场的最初反应表明,他们认同这一观点。特朗普总统的政策相当于保护主义的回归,对美国进口产品的有效关税可能会上升到22%,这将是一个...

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