外交政策

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特朗普“关税威胁”越多,美元和美债砸的越狠
Hua Er Jie Jian Wen· 2025-05-24 03:51
Core Viewpoint - Deutsche Bank warns that the United States' dual deficit status makes it highly reliant on foreign capital inflows, and Trump's confrontational policies are undermining international investor confidence, posing a direct threat to the stability of the dollar and the U.S. Treasury market [1][3]. Group 1: Economic and Market Implications - The core challenge facing the dollar and U.S. Treasury market is the need for continuous foreign capital inflows to sustain the dual deficit status [1]. - A cooling interest from foreign investors in U.S. Treasuries and the dollar could lead to increased exchange rate volatility and significant fluctuations in bond yields [1]. - The recent downgrade of the U.S. sovereign credit rating, weak performance in the 20-year Treasury auction, and growing concerns over rising U.S. fiscal spending have all impacted the Treasury market [1]. Group 2: Investor Sentiment and Policy Impact - Trump's tariff policies and aggressive diplomatic stance are quietly eroding foreign investors' trust in the U.S. market [3]. - Saravelos highlights that Trump's unpredictable style complicates foreign investors' ability to forecast U.S. policies, diminishing their willingness to hold dollars and Treasuries [3]. - If confrontational diplomatic and economic policies persist, the outlook for the dollar and Treasuries will become increasingly pessimistic, necessitating a more moderate approach from the U.S. government to maintain market stability [3].
美国国务卿鲁比奥:我们外交政策的成果属于我们的总统,而不是某个法官。
news flash· 2025-04-30 17:28
Core Viewpoint - The U.S. Secretary of State Rubio emphasizes that the achievements of U.S. foreign policy are attributed to the President rather than any individual judge [1] Group 1 - The statement reflects a clear delineation of responsibility in U.S. foreign policy, asserting that the President is the primary actor in shaping diplomatic outcomes [1]
德媒:默茨忠实盟友将成德国新外长,或极大减少新任政府内部分歧
Huan Qiu Shi Bao· 2025-04-29 22:31
Group 1 - The core point of the article is the approval of a coalition government agreement between the Christian Democratic Union (CDU) and the Social Democratic Party (SPD) in Germany, with Friedrich Merz set to become the new Chancellor if the SPD membership approves the agreement [1] - The CDU will manage foreign and economic affairs, while the SPD will oversee finance and defense, with the CDU holding 10 out of 17 cabinet positions [1] - The new Foreign Minister, Johann Wadephul, is a conservative and experienced in defense and foreign policy, marking a shift from the previous foreign minister's approach [2][3] Group 2 - Wadephul emphasizes the need for Germany to enhance its ability to respond to global crises and plans to implement a coherent foreign and security policy [3] - The new government aims to break down departmental silos and establish a National Security Council to coordinate efforts across various government levels [3] - Merz has called for the cancellation of all tariffs by the U.S. and mutual recognition of technical standards to reduce bureaucratic barriers in trade [4]
80年来美国历任总统支持率最低,特朗普执政百日民调结果出炉
Xin Lang Cai Jing· 2025-04-28 07:15
总体而言,约4/10的美国人支持特朗普。在共和党人中,这一数字大约是前者两倍。大约1/3的美国成 年人对副总统万斯评价积极,其中绝大部分是共和党人。 4月30是美国总统特朗普第二个任期执政满百日之际,各媒体和机构已提前进行民意调查。结果发现, 他的支持率跌入谷底,选民对他处理经济的处理方式感到不满。 美联社-NORC公共事务研究中心的联合调查发现,许多美国人不认可特朗普迅速制定、推动议程的激 进方式,甚至连共和党人内部也不认为他把注意力用在了正确的地方。 此外,约4/10的美国人表示第二任期的特朗普是"可怕"的总统,约1/10的人表示他"糟糕"。相比之下, 约1/3的受访者说他表现"很好",而不到2/10的人说"一般"。 自3月以来,特朗普在女性(下降36%)和拉美裔(28%)中的支持率显著下降。党派阵营对特朗普的 看法仍呈现两极分化,86%的共和党人表示认可,93%的民主党人不认可。但在政治独立人士中,特朗 普的支持率降至31%。 特朗普试图解决的所有重大问题几乎都陷入了困境,公众对他处理这些问题的能力的信心也在下降。由 于关税计划的推出导致了股市的剧烈波动和对物价上涨的担忧,自3月初以来,特朗普在经济问题 ...