世界经贸在“惊吓”中重塑韧性

Group 1 - The core narrative of the article highlights a shift from an initial "reactive response" to a more adaptive approach in the face of uncertainty, particularly in the context of global trade and economic policies [1] - Companies are increasingly diversifying their operations in Southeast Asia, with specific examples such as an Indonesian factory expected to commence production by February next year [1] - The article discusses the evolution of the global economic landscape, emphasizing that the global trade system and financial markets are adapting to complexities rather than merely reacting to shocks [2][3] Group 2 - The article notes a significant increase in global trust costs, driven by a shift in U.S. trade policy towards a "chicken game" strategy, where short-term gains are prioritized over long-term cooperation [4] - The European Union has strengthened its "anti-coercion tool," allowing for rapid non-tariff retaliatory measures, reflecting a broader trend of countries building their own "bargaining chips" in response to U.S. tactics [5] - The market is beginning to price in uncertainty, with investors recognizing that extreme threats often come with quick corrections, leading to a more resilient approach among companies [6] Group 3 - A new norm of "one-on-one" negotiations is emerging, with countries seeking partnerships outside of Washington, as seen in recent trade agreements between the EU and Indonesia [7] - The article anticipates that as the U.S. Supreme Court reviews the legality of "reciprocal tariffs," there may be a clearer legal framework for future policies, while the global economy continues to adapt and strengthen its resilience [7]