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穆迪:特朗普關稅被叫停的積極影響可能轉瞬即逝
格隆匯 05-29 13:53
格隆匯5月29日|穆迪的分析師Katrina Ell表示,法院阻止特朗普政府加徵關稅的裁決,對那些嚴重受到高對等關稅影響的新興市場來說似乎是積極的,但接下來會發生什麼事情的不確定性,使得很難得出除此之外的任何結論。“我們不能假設這是一個持續的積極發展,”這位亞太經濟主管表示。限制特朗普執行導致市場混亂的政策的能力可能會緩解緊張情緒,但任何法律挑戰將如何發揮作用仍有待觀察。“現在就像肥皁劇一樣,”Ell說,這是一個問題,爲市場最關心的是如何渡過不確定性。由於最新的進展幾乎無法消除不確定性,投資者很可能會保持觀望模式,直到情況變得更加明朗。
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