花旗：全球多资产 - 关税风险反弹：暂停是诱因，但宏观风险并未消散

16 Apr 2025 04:01:24 ET │ 34 pages Global Multi-Asset Tariff risk rally: The pause is the cause but macro-risk hasn't thawed CITI'S TAKE The pause in the imposition of higher-than-expected US tariffs, which sent shockwaves across global markets, has brought some respite but uncertainty remains. Citi economists still believe the tariffs will act as a supply shock, increasing inflation in the US and lowering GDP growth. The impact is likely asymmetric; disinflationary in the RoW and a big threat to "Factory A ...