加税“非美产”苹果，特朗普开始做一种最坏的打算

Group 1: Trump's Trade War Strategy - Trump's trade war is characterized by a belief that the U.S. is being exploited by other countries, with a focus on "fair trade" and "decoupling" from global trade systems [4][5] - The trade war's theoretical framework has evolved, with economists like Milan proposing a "optimal tariff" strategy to minimize domestic harm while applying tariffs [7][10] - The initial trade war strategies by Navarro and Lighthizer have faced academic criticism for their simplistic assumptions about trade dynamics [8][10] Group 2: Economic Impacts of the Trade War - The trade war has led to significant economic turmoil, with U.S. stock markets and bond yields experiencing volatility, indicating a failure of Trump's initial expectations [15][16] - Inflation and various economic indicators have worsened, leading to increased tensions between the White House and the Federal Reserve [14][16] - The trade war has resulted in rising costs for American consumers, with major retailers like Walmart and Amazon facing pressure to raise prices due to increased tariffs [20] Group 3: Political Ramifications - The trade war has caused divisions within Trump's MAGA base, with key figures expressing dissent over the handling of the tariffs and their economic consequences [17][18] - Trump's attempts to shift blame for economic issues onto the Democratic Party have been met with skepticism, as his administration's actions have led to significant economic challenges [19][20] - The internal conflicts within the Republican Party may jeopardize their prospects in the upcoming 2026 midterm elections, as the trade war's fallout continues to affect voter sentiment [18][20] Group 4: International Relations and Global Trade Dynamics - The trade war has accelerated changes in international relations, with traditional allies like Canada and Japan responding with retaliatory tariffs and a reluctance to make concessions [22][23] - Countries like India and Vietnam are attempting to capitalize on the trade war by attracting businesses looking to relocate from China, although skepticism remains about their capabilities [26] - The trade war has inadvertently strengthened China's position in global trade, as it contrasts its policies with the U.S. approach, fostering deeper ties with developing nations [26]