第二个赢得“TACO交易”的国家出现了：巴西！

Core Viewpoint - Brazil has successfully negotiated a tariff exemption from the U.S. by adopting a strong stance against pressure from the Trump administration, illustrating the effectiveness of resilience over appeasement in international negotiations [1][2]. Group 1: Policy Changes and Motivations - The U.S. White House announced a modification of tariffs on Brazilian imports, maintaining a 40% tariff on some goods while eliminating additional tariffs on specific Brazilian agricultural products effective November 13 [1]. - The decision to adjust tariffs is driven by increasing concerns over domestic living costs and inflation, as consumer confidence in the U.S. declines alongside Trump's approval ratings [2]. - The exemption for Brazilian agricultural products is seen as a pragmatic adjustment by the White House to alleviate domestic inflation pressures, prioritizing political considerations over punitive measures against Brazil [2]. Group 2: Strategic Insights - Understanding the Trump administration's behavior requires distinguishing between its "goals," "strategies," and "tactics," with the overarching goal being to "Make America Great Again" [3]. - The administration's strategy involves using economic tools to reinforce U.S. hegemony, blending economic, political, and personal issues into its decision-making [3]. - Tactical maneuvers include threats, dramatic gestures, and policy fluctuations, which are designed to gain leverage in negotiations but should not be confused with deeper strategic objectives [3][5]. Group 3: Lessons from Brazil's Approach - Brazil's success in negotiating tariff exemptions serves as a critical lesson for other nations: a strong and resolute approach can be more effective than submissive tactics in dealing with aggressive policies [2]. - The contrasting strategies of Brazil and Switzerland highlight that direct resistance can yield favorable outcomes, as opposed to attempts at appeasement [2].