【摩根资产管理发布2025二季度环球市场纵览】金十数据4月23日讯，摩根资产管理发布了2025二季度环球市场纵览（中国版），为投资者解析市场大势。摩根资产管理表示，美国加征关税可能不仅难以达成纠正贸易逆差、促进制造业回流以及平衡财政预算等目标，甚至可能导致短期美国经济形势面临风险，预计此次关税政策可能导致美国通胀从目前水平上升至4%—5%区间。此外，美国通胀上行可能导致美联储继续维持偏高的政策利率，或进一步推升美国债务风险。海外市场方面，摩根资产管理认为，美国市场继续面临诸多不确定性。关税谈判前景不明朗，同时去监管和减税政策出台缓慢，或导致经济衰退风险上升。
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