周志伟：巴西能否对美国霸凌“硬刚”到底

Core Points - The trade negotiations between Brazil and the United States have reached a stalemate, with Brazil facing significant tariff increases from the U.S. [1][2] - The U.S. has imposed a 40% tariff on Brazilian imports, raising the total tariff rate to 50%, making Brazil one of the most affected countries by U.S. tariffs [1] - Brazil's response includes a legal challenge at the World Trade Organization (WTO) and a commitment to defend its sovereignty against U.S. actions [2][3] Trade Impact - The total trade volume between Brazil and the U.S. is projected to be approximately $91.5 billion in 2024, with the U.S. being Brazil's second-largest trading partner [2] - 36% of Brazilian exports to the U.S. will be impacted by the new tariffs, particularly in sectors like coffee, steel, agricultural machinery, and meat products [2] - If the tariffs are fully implemented, Brazil's export revenue could decrease by approximately 10 billion Brazilian Reais, and economic growth may slow by 0.16% to 0.3% in 2025 [2] Government Response - Brazil's government is implementing emergency policies to stabilize the economy, including a "Sovereignty Plan" to support exporters and maintain employment [4] - The plan includes providing approximately 30 billion Reais (about $5.5 billion) in preferential loans to affected exporters and tax incentives for impacted companies [4] - Brazil aims to diversify its export markets, focusing on the EU, Asia-Pacific, and BRICS countries to reduce reliance on the U.S. market [5]