高盛：美国关税对新兴市场的负面影响

Our EM Macro Navigator publication offers a bird's-eye view of the themes, market trends, and events we believe should be on every EM investor's radar. What's inside… Summary of the latest EM developments: We assess the channels of impact through which US tariffs affect EM economies. Country-by-country forecasts and views: We have downgraded forecasts across EMs, particularly in Asia, given the tariff shock, tightening in financial conditions, and worsening outlook for DM demand. Index of EM research: Curat ...