Group 1 - The core viewpoint is that U.S. Treasury Secretary Becerra suggests that the "reciprocal tariffs" imposed on imports may disappear if trade imbalances are corrected according to U.S. standards, particularly with a focus on manufacturing returning to the U.S. [2] - Becerra's comments indicate that U.S. politicians are aware of the long-term negative impacts of tariffs imposed during Trump's administration, suggesting a desire to avoid complete disengagement from global trade [2][4] - The article argues that it is unlikely for the U.S. to correct trade imbalances or see a significant return of manufacturing unless it relinquishes its dollar hegemony [4] Group 2 - The ability of the U.S. government to print money undermines the revival of its manufacturing sector, as citizens may prefer not to work in manufacturing jobs when they can benefit from monetary policies [5] - The financialization of the economy leads capital to favor high returns in virtual economies over the lower returns associated with traditional manufacturing, making it less attractive for investment [6] - The revenue generated from tariffs is insufficient to offset the cost disadvantages faced by U.S. manufacturing compared to countries like China and India [7][8][9] Group 3 - The article highlights that the structural trade deficit faced by the U.S. is exacerbated by the unique position of the dollar, which allows the U.S. to purchase goods globally while other countries lack similar capabilities [11] - The root cause of trade imbalances is attributed to the dollar's dominance, which enables the U.S. to overconsume while developing countries struggle to exchange resources for dollars [12] - Becerra's remarks are seen as hypocritical, as they ignore the fundamental issues of trade imbalance caused by dollar hegemony, while also signaling that tariffs could be lifted if certain conditions are met [14]
美国给了全球一个希望,“对等关税”可能逐步取消,但有两个前提
Sou Hu Cai Jing·2025-08-19 04:33