Barclays_Global_Macro_Thoughts_Turning_the_page

报告摘要

ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386

核心要点

19 May 2025
1 Global Economics Weekly: Deal-flation in Wonderland (16 May 2025)

报告信息

文件全名: 《Barclays_Global_Macro_Thoughts_Turning_the_page.pdf》
适合读者: 战略规划行业研究员
核心数据: Japanese and US 30y bonds are nearing 3% and 5%, respectively
The US has also said that the 20% fentanyl tariffs could go down
As such, its hard to believe that China tariffs will rise from 30% come July …
We assume that most countries will get 10% reciprocal, and some sectoral (with exemptions)
Our baseline is an average tariff rate of 14-17% on all US imports; a far cry for the worst case
核心议题: 管理咨询

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ajay.rajadhyaksha@barclays.com Global Macro Thoughts +44 (0) 20 3555 2386核心数据:Japanese and US 30y bonds are nearing 3% and 5%, respectively;The US has also said that the 20% fentanyl tariffs could go down;As such, its hard to believe that China tariffs will rise from 30% come July …。

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