【世界说】关税冲击、赤字猛增、信任缺失……外媒：“美国例外论”在不确定性中褪色

Group 1 - The concept of "American exceptionalism" is being re-evaluated due to economic policy uncertainties and record fiscal deficits, impacting national identity and global investment strategies [1][4] - The U.S. dollar index is projected to decline by 10.8% in the first half of 2025, marking the worst start since 1973, influenced by erratic tariff policies and criticisms of the Federal Reserve [2][5] - The principle of "There Is No Alternative" regarding U.S. assets is being questioned as global investors diversify their reserves, increasing gold holdings to hedge against dollar depreciation [2][4] Group 2 - The weakening dollar is raising costs for international travel and imported goods, while reduced demand for U.S. Treasury bonds is increasing government borrowing costs [2][4] - Major investment firms are downgrading their outlook on U.S. assets, with Citigroup stating that "American exceptionalism" has been "paused" during the Trump administration [5] - Economic forecasts for U.S. GDP growth have been revised downwards due to the uncertainties surrounding tariff policies, with the Federal Reserve lowering its growth prediction from 2.1% to 1.7% [5]