【环球财经】巴西学者呼吁金砖国家加强去美元化

Core Viewpoint - The recent imposition of tariffs by the U.S. on certain Brazilian exports, reaching up to 50%, is seen as a politically motivated challenge to international multilateral trade rules, prompting calls for enhanced coordination among BRICS nations to stabilize trade and diversify trade settlement currencies [1][2]. Group 1: Impact on Trade Relations - The U.S. tariffs represent an unprecedented strain in U.S.-Brazil relations, highlighting the urgency for BRICS to strengthen internal coordination mechanisms and the importance of de-dollarization for member countries to conduct autonomous trade and mitigate risks [1][2]. - The tariffs are perceived as a departure from conventional trade logic, indicating an increase in protectionism and geopolitical risks [1][2]. Group 2: Financial Mechanism Reforms - BRICS nations are accelerating reforms in financial and settlement mechanisms in response to trade disruptions, with Russia notably shifting to alternative currencies after being excluded from the SWIFT system [2]. - The growing role of currencies like the yuan and ruble in bilateral and multilateral trade reflects a strategic move towards greater autonomy and resilience against unilateral trade pressures [2]. Group 3: Strategic Recommendations for Brazil - Brazil is advised to focus more on BRICS mechanisms and South-South cooperation, particularly in manufacturing and high-tech industries, to identify new trade growth points [2]. - Brazilian companies, such as Embraer, are encouraged to diversify their market presence and adapt products to better integrate into emerging markets, especially in light of the complexities involved in developing alternative markets for high-tech products [2]. Group 4: Long-term Economic Implications - The long-term effects of the U.S. tariffs are expected to undermine the multilateral trading system centered around the WTO, leading to instability and increased protectionist sentiments globally [3][4]. - The tariffs are likely to raise costs for U.S. consumers, creating pressure from domestic industries on the government to reassess these tariff practices due to their inflationary impact and potential to hinder the U.S. economy [4].