Workflow
美国的关税战遭到巴西和日本的硬扛,摩根大通警告将加剧美国通胀
Sou Hu Cai Jing·2025-07-13 06:01

Group 1 - The U.S. President Trump threatened to impose a 50% tariff on goods imported from Brazil unless Brazilian President Lula stops the "political persecution" of former President Bolsonaro [1][3] - The total trade volume between the U.S. and Brazil is approximately $92 billion, with a U.S. trade surplus of $7.4 billion against Brazil [3] - Trump's proposed tariffs are the highest globally, raising questions about the motivations behind targeting a surplus country like Brazil [3][5] Group 2 - Brazilian Vice President Alckmin criticized the tariffs as unjust, highlighting that over 80% of U.S. imports from Brazil enjoy zero tariffs [1][5] - Lula emphasized Brazil's independence and the significant trade surplus the U.S. has maintained with Brazil over the past 15 years, amounting to $410 billion [5] - The tariffs are expected to negatively impact both Brazilian exports and the U.S. juice industry, particularly affecting products like orange juice [7][8] Group 3 - The tariffs have led to a nearly 3% drop in the Brazilian real against the dollar, affecting Brazilian companies listed in the U.S. [7] - Brazil's GDP is only 1.7% dependent on trade with the U.S., indicating that Brazil can survive without this trade [7][8] - The U.S. unilateral tariff actions have sparked global criticism and may accelerate regional economic integration, particularly among emerging markets [12][14]