全球瞭望｜洛杉矶港执行董事：美关税政策带来多重冲击

Core Viewpoint - The current U.S. trade policies are causing significant instability in domestic and global supply chains, impacting port operations, goods exports, and business confidence [1][2] Group 1: Port Operations - The Port of Los Angeles has seen a year-on-year increase of approximately 5% in cargo volume, but this is overshadowed by over 100 trade and tariff announcements from the U.S. government causing chaotic fluctuations [1] - High tariff policies have led to a "brake" effect, where businesses are hesitant to act until there is clarity on tariff implementations [1] Group 2: Goods Exports - The U.S. government's trade policies are negatively affecting exports, as evidenced by a decrease in demand for U.S. products from traditional trading partners, who are now sourcing from other countries like Brazil and Argentina for soybeans and Australia for almonds [1] - The weakening dollar typically enhances the competitiveness of U.S. goods abroad, but current trade policies have created an "anomalous" situation where this is not occurring [1] Group 3: Business Confidence - Business confidence across the U.S. is fragile due to the impacts of trade policies, with many companies reporting a pause in operations [2] - There is a notable decline in capital investment, prolonged decision-making processes, and slow hiring rates as businesses await stabilization in trade policies to understand the rules and proceed with their plans [2]