Allianz安联：2024特朗普经济学：续集-特朗普第二任总统对贸易、财政和货币政策的影响（英文版）

Whoever wins the White House in November will be confronted with a changing US economy. While the US has remained remarkably resilient despite rising interest rates and global uncertainty, it has become more prone to inflation volatility, given a larger exposure to frequent supply shocks and structural labor shortages. Against this backdrop, demandboosting policies (such as tax cuts) or supply-hurting policies (tariff hikes) could re-ignite inflation faster and push up interest rates. Social