又被打脸？智库揭秘：特朗普关税成本几乎由美国人买单！

Core Insights - A new study indicates that American consumers bear nearly all the costs of tariffs imposed by the Trump administration, contradicting the claim that foreign producers would absorb these costs [2][4][5] - The findings suggest that the U.S. may be at a disadvantage in the ongoing trade conflict with Europe, as the tariffs have not effectively taxed foreign manufacturers [3][4] Group 1: Tariff Impact on Costs - The Kiel Institute for the World Economy's research shows that only about 4% of the tariff burden was absorbed by foreign exporters, while U.S. consumers and importers absorbed 96% [3][5] - The report highlights that tariffs have effectively become a consumption tax on Americans, with no wealth transfer from foreign producers to the U.S. [4][5] Group 2: Economic Implications - The increase in tariffs, amounting to $200 billion, has been primarily paid by Americans, which could lead to higher inflation over time [5][6] - Despite aggressive tariff increases, U.S. inflation remained moderate, with only about 20% of the tariff costs passed on to consumers within six months [5][6] Group 3: Trade Volume Effects - Tariffs have significantly impacted trade volumes, with Indian exporters maintaining prices but experiencing a 18% to 24% reduction in shipments to the U.S. compared to the EU, Canada, and Australia [3][5] - The study suggests that high tariffs may discourage foreign exporters from selling to the U.S. market, as they may seek buyers in other countries or anticipate changes in tariff levels [5][6]