Core Viewpoint - The article discusses the implications of Trump's tariffs, suggesting they represent a revival of mercantilism and threaten the principles of free trade established post-World War II [1][3][9]. Group 1: Economic Context - The U.S. is experiencing a significant trade imbalance, with a current account deficit exceeding $1.1 trillion, which limits its capacity to absorb more global exports [3]. - The U.S. has received investment commitments totaling $1.5 trillion from Japan, Europe, and South Korea, which is approximately 5% of its GDP, potentially boosting the U.S. economy if realized [6]. Group 2: Risks and Consequences - Three dangerous scenarios for the global economy are identified: 1. A paradoxical victory for the U.S. through increased investment, which could lead to a chain reaction of protective trade measures by other countries [6]. 2. Self-destruction of the U.S. economy due to high tariffs leading to inflation and a collapse of international division of labor [6]. 3. Isolation of the U.S. as emerging markets like India and Brazil seek to avoid hasty deals with the U.S. and may also resort to high tariffs [6]. Group 3: Global Trade Dynamics - The article argues that Trump's tariffs reverse the post-war model of free trade and prosperity, which has historically promoted international cooperation and peace [9]. - Japan and Europe are positioned to lead in digital and service trade liberalization, suggesting a need for a shift away from reliance on the U.S. as the final consumer [9].
如何阻止特朗普式“强权贸易统治”
日经中文网·2025-08-07 03:15