美国发动关税战的原因与我国如何应对

Core Viewpoint - The current U.S. tariff war is an attempt to address the structural contradictions within the U.S. debt-dollar system, which is an evolution of the "Triffin Dilemma" [2][5] Summary by Sections U.S. Tariff War Reasons - The tariff war is initiated to tackle the unsustainable fiscal situation caused by trade deficits, aiming to resolve the inherent contradictions of the U.S. debt-dollar system [2] - The U.S. has imposed tariffs on various imports, including a 25% tariff on imported cars and a 30% tariff on goods valued under $800 [1] Tariff Calculation Issues - The U.S. tariff calculation method is flawed, using a formula that overestimates the necessary tariff rates by about double [3][4] - The formula's assumptions regarding price elasticity of demand and supply are inaccurate, leading to potential miscalculations in expected tariff impacts [3][4] Economic Impact of Tariffs - The tariff increases are expected to raise domestic prices, with an average cost increase of $2,700 per household and a potential rise in core inflation by 1.7% to 2.1% [7] - The tariff war is likely to reduce bilateral trade and weaken the dollar's status as a reserve currency, as evidenced by rising U.S. debt yields and a declining dollar index [5][7] Recommendations for Response - The company suggests increasing macroeconomic countermeasures, including fiscal and monetary policies to mitigate the impact of tariffs [9][10] - Emphasis on enhancing consumer income and building a robust domestic demand market is recommended to counteract the effects of the tariff war [10] - The company advocates for further innovation support to maintain a competitive edge in global supply chains, particularly in high-tech and emerging industries [11]