全球瞭望丨关税政策拖累 美国制造业进一步萎缩

Core Viewpoint - The article highlights the negative impact of tariff policies on the U.S. manufacturing sector, contradicting President Trump's promise of a manufacturing boom leading to a "golden age" for America [1] Group 1: Employment Trends - U.S. manufacturing has seen a continuous decline in employment, with over 200,000 jobs lost since 2023, exacerbated by monthly layoffs following the announcement of the "liberation day" tariff plan [1] - Manufacturers have been laying off workers every month for eight months after the tariff announcement, indicating a worsening trend in the industry [1] Group 2: Causes of Decline - Long-term issues such as offshoring and hollowing out of the manufacturing sector have been significant contributors to the ongoing decline [1] - Tariff policies have led to increased costs for companies sourcing raw materials from overseas, forcing them to raise prices or face supply chain disruptions [1] Group 3: Company-Specific Impacts - Howard Waltz, head of Insteel Industries in North Carolina, noted that steel tariffs have made it increasingly difficult to obtain necessary metals from U.S. suppliers, potentially impacting growth due to domestic raw material shortages [1] - NN Company, a metal parts manufacturer operating 23 factories across six countries, has reduced its workforce in the U.S. due to rising costs from import taxes on steel and aluminum, which have been compounded by pressures from soaring gold and silver market prices [1]