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联合国文件:美国试图削弱全球发展融资努力
Guo Ji Jin Rong Bao· 2025-05-06 11:32
Core Points - The U.S. is attempting to weaken a global agreement aimed at assisting developing countries in addressing climate change and other issues [1][2] - The U.S. government opposes reforms related to the global financial system that would benefit developing nations, including tax cooperation and fossil fuel subsidy elimination [1][2] - The upcoming Fourth International Development Financing Conference (FFD4) in June aims to set basic rules and priorities for financing development goals over the next decade [1][3] Group 1 - The U.S. delegation criticized the lengthy and prescriptive nature of the FFD4 draft, expressing concerns over the expanding definition of "sustainable development" [2] - The U.S. seeks to replace commitments to reform the international financial architecture with a focus on enhancing resilience and effectiveness in addressing current and future challenges [2][3] - Despite a tougher stance under the Trump administration, the U.S. still supports closer collaboration between developing countries and the private sector [3] Group 2 - The U.S. opposes the exploration of a "global solidarity tax" that could include taxes on high-polluting activities or the ultra-wealthy to fund sustainable development [3] - The U.S. aims to remove sections related to improving tax transparency for developing countries and phasing out inefficient fossil fuel subsidies [3][4] - The U.S. also opposes commitments to ensure adequate social protection funding during shocks and crises for various countries [5]
海外研究|当欧盟的“重新武装”遇到美国的“关税大棒”
中信证券研究· 2025-05-06 00:50
Core Viewpoint - The resurgence of "America First" is prompting the EU to enter an era of "strategic awakening," with the negative impact of U.S. tariffs on the EU economy likely to manifest sooner than the positive effects of fiscal expansion, which may only begin to outweigh the negative impacts by Q4 of this year [1][4][13]. Group 1: Strategic Awakening in the EU - The unilateralism of the Trump administration is increasing anxiety among European nations, leading to a consensus on increasing defense spending within the EU [2][13]. - Germany's €1 trillion fiscal expansion plan has completed the legislative process and will be discussed after the new government is formed [2][13]. - The EU's €800 billion proposal for "rearming Europe" is actively progressing, with national exception clause applications approved in July [2][4]. Group 2: Impact of Tariffs on the EU Economy - The static assessment indicates that U.S. tariffs will raise the effective tariff rate on imports from the EU by 9.6 percentage points, potentially reducing EU exports by approximately 1.9% and impacting EU GDP by about 0.5% [4][12]. - The pharmaceutical and organic chemical sectors are particularly vulnerable to these tariffs, with countries like Ireland, Finland, Italy, and Germany being sensitive to U.S. tariff policies [4][10]. Group 3: Fiscal Expansion and Economic Growth - Increased fiscal spending on defense and infrastructure is expected to effectively boost economic growth in Europe, with France and Germany likely to be the primary beneficiaries [4][18]. - The positive impact of fiscal expansion may take longer to materialize compared to the immediate negative effects of tariffs, with expectations that the latter will begin to diminish by Q4 of this year [4][12]. Group 4: Investment Strategies and Market Sentiment - Investor sentiment is crucial for the EU economy to avoid recession, with many European companies focusing on equipment upgrades and product R&D rather than capacity expansion [18]. - Chinese companies are encouraged to leverage the EU's fiscal expansion to accelerate strategic transformations and seek potential opportunities in Europe, particularly in sectors like electrical and optical equipment [18].
特朗普为什么怂了?美国人第一次感受到了“本土作战”
Sou Hu Cai Jing· 2025-05-03 06:46
反观中国,人家却应对自如。经济结构多元化,出口依赖度没那么高;积极发展多边贸易,跟欧盟、东盟等等国家都合作 得挺好;在稀土、5G、人工智能等高科技领域,更是占据了领先地位。2025年4月暂停对美稀土出口,直接让美国汽车、 电子和军工产业链都跟着遭殃,华为、中兴等企业在面对美国制裁时,也展现出了强大的韧性。政府还积极出台政策,稳 定经济,刺激内需,真是稳扎稳打。 老话说得好,打仗容易,和解难。这句老话,放在特朗普政府发起的贸易战上,简直是再贴切不过了。想当初,特朗普总 统一声令下,"美国优先"的口号喊得震天响,挥舞着关税大棒,准备给中国经济来个"速战速决"。结果呢?看起来像 是……赔了夫人又折兵? 咱先说说这场贸易战的"开场白"。特朗普政府觉得,中国经济太强大了,得给它点颜色看看。于是,各种关税像雨点一样 砸下来。出发点嘛,表面上看是维护美国利益,实际上,嗯……很多人觉得这战略有点……怎么说呢,过于乐观了。他们 低估了中国经济的韧性,也高估了自己的经济底气。 这关税一加,美国老百姓可就遭殃了。你想想,超市里货架空空,物价蹭蹭往上涨,普通家庭的钱包更像是瘪了气的皮 球。根据一些数据,2019年的关税就让美国家庭多 ...
一票之差!3名共和党议员“叛变”,关税政策未叫停,美国经济 “风暴” 将临?
Sou Hu Cai Jing· 2025-05-02 19:26
特朗普的关税政策,搅得全球经济 "不得安宁"。近日,美国参议院就叫停该政策进行投票,结果以 49 票赞成、49 票反对打成平票,副总统万斯投下关键反 对票,使得叫停法案未能通过。这一结果,让特朗普的关税政策得以继续 "横行",可它究竟意味着什么呢? 特朗普上台后,高举 "美国优先" 大旗,推行一系列关税政策,对众多贸易伙伴加征高额关税。其目的,一是想减少美国贸易逆差,二是试图推动制造业回 流美国。然而,事与愿违,这些政策弊端百出。从美国国内看,关税增加了企业进口成本,像汽车行业,原本依赖进口零部件,关税一加,成本大幅上升, 不少企业利润下滑,甚至面临停产风险。 这次参议院投票,原本民主党对叫停政策信心不足,没想到 3 名共和党参议员 "倒戈",1 人弃权,险些让法案通过。这一情况表明,特朗普的关税政策在其 内部也不得人心。不少人清楚,这政策短期看似维护美国利益,实则长期损害美国经济。那些支持特朗普的财团和金主,如马斯克的特斯拉,市值因关税政 策大幅缩水;对冲基金经理比尔・阿克曼、城堡投资集团创始人肯・格里芬等人的业务,也受到不同程度冲击。他们当初支持特朗普,本期望能获利,如今 却亏损严重,自然心生不满。 此次 ...
专访复旦大学吴心伯:特朗普政府“百日大考”不及格,或加速美国霸权衰落
21世纪经济报道· 2025-05-02 00:22
Group 1 - The article discusses the low approval rating of President Trump's administration, which stands at 39%, marking the lowest in 80 years for a president's first 100 days in office [1][6][7] - The article highlights that Trump's domestic policies, particularly the "reciprocal tariffs," have led to significant economic and social issues, causing dissatisfaction among the public and businesses [2][7] - Trump's foreign policy is criticized for oversimplifying international conflicts and failing to deliver on promises, such as resolving the Russia-Ukraine conflict within 24 hours [2][8] Group 2 - The article notes that Trump's administration has withdrawn from several international agreements, including the Paris Agreement and the World Health Organization, which may weaken the U.S.'s global leadership [10][11] - The article suggests that the U.S. is experiencing a strategic contraction in its foreign policy, focusing more on domestic issues and reducing its involvement in multilateral systems [3][11] - The article indicates that the relationship between the U.S. and Europe is deteriorating, with European nations seeking greater strategic autonomy in security matters [12][13] Group 3 - The article discusses the impact of Trump's tariff policies, which have faced backlash and led to market volatility, ultimately undermining investor confidence [17][18] - It is mentioned that Trump's attempts to curb China's technological rise through tariffs may only temporarily slow progress, as these measures could inadvertently accelerate China's innovation efforts [20] - The article concludes that the U.S. is entering a more multipolar world, with its hegemonic status being challenged, particularly in economic terms [19]
中国代表:美“对等关税”和歧视性补贴政策严重破坏世贸规则
news flash· 2025-04-30 17:52
中方表示,"产能过剩"不存在统一公认的判断标准或测算方法,供需不平衡是常态、绝对的。在经济全 球化背景下,一国产能和产品不只是供应本国市场,而是基于比较优势参与全球贸易与市场竞争。美国 的芯片、飞机、大豆,德国和日本的汽车都大量出口。美国等成员炒作"产能过剩"违反市场经济规律和 全球化逻辑,本质是担心自己的竞争力和市场占有率,以"产能过剩"为借口制造焦虑,抹黑打压中国, 为自身采取单边主义、保护主义措施寻找拙劣的借口。 中方强调,中国产业发展和中国产品竞争优势不是补贴的结果,而是源于不断技术创新、协同发展。中 国高度重视贸易政策合规工作,持续确保包括补贴政策在内的贸易政策符合世贸组织规则,积极履行补 贴通报等透明度义务,坚定维护多边贸易体制。 中方指出,美国"对等关税"扰乱全球贸易,损害发展中成员利益,中国则是全球贸易增长"稳定器",始 终坚定站在发展中成员一边。美国之所以在产能问题上反复指责抹黑中国,将中国描述成"威胁",根本 原因是美国始终坚持"零和博弈"和"美国优先",只在乎自己的利益,不相信可以通过经贸合作获得共 赢。 中国代表:美"对等关税"和歧视性补贴政策严重破坏世贸规则 同时,中方在该委员会"美 ...
专访吴心伯:特朗普政府“百日大考”不及格 或加速美国霸权衰亡
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-30 15:00
Group 1: Domestic Economic Impact - The Trump administration's "breaking more, establishing less" reforms have led to significant economic and social issues, with the "reciprocal tariffs" causing direct dissatisfaction among the public and businesses [2][4] - The volatility in the stock market has eroded investor confidence, disappointing those who hoped to revitalize the manufacturing sector [2][4] - There is a possibility of the U.S. economy entering a recession, with the negative effects of tariffs exceeding expectations, which could jeopardize the Republican Party's prospects in the upcoming midterm elections [5][4] Group 2: Foreign Policy Challenges - The Trump administration has failed to deliver on promises such as resolving the Russia-Ukraine conflict within 24 hours and maintaining a ceasefire in Gaza, indicating a lack of serious diplomatic engagement [6][4] - The administration's simplistic approach to international conflicts has led to a perception of ineffectiveness, with significant diplomatic commitments remaining unfulfilled [6][7] - Proposals such as the annexation of Greenland and regaining control of the Panama Canal have damaged the U.S.'s international reputation and increased anti-American sentiment among allies [7][8] Group 3: Global Leadership and Multilateralism - The withdrawal from international agreements like the Paris Accord and the World Health Organization has significantly weakened U.S. global leadership and influence [8][9] - The trend of "multilateralism minus the U.S." is emerging, as other countries continue to support international mechanisms without U.S. involvement [8][9] - The Trump administration's foreign policy reflects a strategic contraction, focusing resources domestically while reducing engagement in multilateral frameworks [9][10] Group 4: Economic Policy and Trade Relations - The imposition of tariffs has been a central aspect of the Trump administration's economic strategy, aimed at countering China's rise, but has faced backlash and market volatility [13][15] - The administration's inconsistent tariff policies have undermined investor confidence, as unpredictability in trade relations is detrimental to market stability [14][13] - The belief that tariffs can effectively curb China's technological advancement is flawed, as external pressures may instead accelerate China's innovation efforts [17][15]
美智库民调显示越来越多台湾民众不相信美国 国台办回应
Zhong Guo Xin Wen Wang· 2025-04-30 14:38
为何越来越多台湾民众不相信美国?朱凤莲认为,最主要的原因是台湾民众看清了美国奉行的永远 是"美国优先",美国人关心的只有"美国利益"。在美国人眼中,台湾真正的价值就是"肥肉""提款机"和 遏制大陆的工具。 朱凤莲指出,美国正在逼迫台湾做四件事:一是逼迫以台积电为代表的台湾核心优势产业以投资或合资 的方式向美国转移;二是要求民进党当局提高防务预算,拿更多台湾百姓血汗钱买美国武器;三是妄图 武装台湾,叫嚣把台湾打造成"战争豪猪",鼓动"全民巷战",把台湾青年推向战场,把岛内宫庙变成弹 药库;四是要对台加征高额关税,严重冲击相关产业。 中新社北京4月30日电 (记者 朱贺 刘玥晴)美国一智库民调显示,台湾民众认为美国不可信的比例上升。 国务院台办发言人朱凤莲4月30日对此表示,事实摆在面前,台湾民众当然看得越来越清楚。如果任由 美国予取予求,当台湾的价值被榨干时,结局必然是从"棋子"变成"弃子"。 对于民进党当局领导人赖清德称"将以零关税为基础与美展开贸易协商",朱凤莲表示,美国基于"美国 优先"对全球挥舞"关税大棒",破坏多边贸易体系,冲击世界经济秩序,也让民进党当局推动的所谓台 商"回流"与"新南向"政策沦为笑 ...
特朗普百日,乱象丛生
Sou Hu Cai Jing· 2025-04-30 07:07
白宫内部,也早已乱成一锅粥。高官互撕、顾问对骂,甚至在公开场合爆粗口。马斯克怒怼纳瓦罗,贝 森特痛斥鲁比奥,白宫变成了"宫斗剧"的直播现场。特朗普把政府变成了"家天下"的工具,高层圈子愈 发封闭,政策制定全凭心情,缺乏专业判断与法治程序的支撑。当年号称"特朗普铁军"的班底,如今看 起来更像一群没带剧本的即兴演员。 然而,内政混乱还只是序章,特朗普的"乱拳外交"更是把世界搅得天翻地覆。上任伊始,特朗普就掀起 了关税风暴,对中国商品加征高达245%的关税,还波及欧洲、日本、墨西哥等盟国,甚至"误伤"到企 鹅栖息的南极地区。如此荒谬的"全球加税",让国际社会目瞪口呆,美国国内也怨声载道。"50501运 动"在全美蔓延,中小企业破产潮接连而至,"美国制造"并未回流,反而是"美国制造"的信心大幅流 失。华尔街哀嚎、工人罢工,特朗普还嘴硬地说"这是一场伟大的胜利"。 文︱陆弃 2025年1月20日,特朗普在一片喧嚣中重返白宫,彼时的他高举"美国优先"的旗帜,声称要"让美国再次 强大",宣称他将用非传统方式彻底改造华盛顿。然而,仅仅一百天过去,世界看到的不是一个强大的 美国,而是一个政治失控、社会撕裂、经济动荡、外交孤立的 ...