美贸易逆差激增，贸易战现戏剧性一幕

Group 1: Trade Deficit and Economic Impact - The U.S. trade deficit surged to a record high of $162 billion in March, significantly exceeding the $92.8 billion recorded in March 2024, marking the highest level since the early 1990s [1][5] - Imports rose by 5% to $342.7 billion in March, a substantial 31% increase year-over-year, driven by a panic buying spree among businesses ahead of tariff implementations [5][8] - Exports only increased by 1.2% to $180.8 billion, further exacerbating the trade imbalance [5] Group 2: Automotive Industry Response - Trump signed an announcement to ease overlapping tariffs on automakers, providing a two-year grace period for the industry to shift supply chains back to the U.S. [2][9] - The new policy allows automakers to deduct 15% of the value of domestically assembled vehicles from tariffs, aimed at alleviating pressure on the automotive sector [2][9] - Despite the relief measures, the automotive industry remains cautious, with companies like General Motors lowering annual forecasts amid uncertainty over tariff details [10] Group 3: Business Sentiment and Future Outlook - Trade tensions are reshaping the economic landscape, with many companies reporting a chaotic environment due to tariff impacts, leading to lowered GDP forecasts [3][5] - The Dallas Fed's business activity index fell to -35.8, indicating a significant decline in business sentiment and growing pessimism about the economic outlook [6] - Agricultural exporters are facing severe financial losses due to the trade war, with some products experiencing price drops of over 20% [5][6]