美国财长贝森特：特朗普政府希望与IMF和世界银行合作。 总统特朗普主张的"美国优先"并不意味着"美国单独"。 ...

美国财长贝森特：美国优先并不意味着美国"单独"。 ...

美国国务卿鲁比奥22日宣布美国务院将实施全面重组计划，以精简人员和削减成本，落实美国总统特朗 普宣扬的"美国优先"外交政策。(新华社) ...

文|六月 编辑|六月 前言 近年来，美国在全球舞台上的角色发生了显著变化，尤其是特朗普上任后，美国的外交政策逐渐趋向激 进。 在中美贸易战的背景下，特朗普与美联储主席鲍威尔之间的冲突日益加剧，特朗普对鲍威尔的货币政策 频频发声批评，认为美联储过于保守，未能采取足够的宽松措施来刺激美国经济复苏。 同时，特朗普也通过加征关税、实施经济制裁等手段对中国及其他国家施压，试图改变全球经济格局。 然而，随着贸易战的不断升温，特朗普的政策走向更加复杂且不可预测，特朗普是否会在经济和外交策 略失效时，选择通过军事手段来扭转局面？ 他的行为是否已经超出了常规政治斗争的范围，变成了一场全方位的全球博弈？ 面对全球不确定的局势，我们是否准备好应对特朗普可能采取的极端措施？ 政策分歧与权力斗争 特朗普与鲍威尔之间的矛盾由来已久，尤其自特朗普上任以来，关于美联储货币政策的争议便成为两人 关系的焦点。 特朗普长期以来对美联储的加息政策表示强烈不满，认为美联储的频繁加息行为不仅加重了企业负担， 还可能拖慢美国经济的复苏步伐。 在特朗普看来，美国经济的复苏亟需宽松的货币政策，只有降低利率、增加市场流动性，才能刺激国内 消费和投资，进而推动经 ...

央视财经消息，新加坡国务资政李显龙日前在与全国职工总会及工会领袖的对话会中指出， 美国推行的"美国优先"本质上是零和博弈，美国加征关税可能 迅速引发美自身经济衰退，同时波及世界其他地区。 李显龙认为，美国正寻求并推动一个"本质上截然不同的世界"， 其战略核心并非"共赢"，而是"非赢即输" 。"这不仅对新加坡有重大影响，对整个世界都 有重大影响。"作为世界第一大经济体，美国退出国际规则体系将对世界其他国家造成显著冲击。 李显龙还表示，新加坡将继续坚定支持自由贸易、多边主义及世界贸易组织，努力维持全球经济体系正常运转，避免其因美国退出而陷入瘫痪。与此同 时，新加坡政府对于美国关税战影响保持高度关注。 图片来源：每经记者 王嘉琦 摄 据央视新闻，新加坡总理黄循财4月8日表示，他认为 美国当下的关税和贸易政策并非美国所称的"改革"，而是在彻底摒弃自己缔造的体系，他对美国深感 失望 。 特朗普称要征收"对等关税"，但新加坡对美国存在贸易逆差，却依然被美国征收10%的关税。 黄循财还表示，新加坡将寻找其他合作伙伴，通过其他途径保持经济韧性并维持全球多边体系。 美东时间4月16日周三，美国财政部公布国际资本流动报告（TIC ...

上述数据未包括赴美加拿大游客人数和经陆路入境美国的墨西哥游客人数。 对于这一下降，牛津经济研究院11日发布的报告分析称，这是"美国优先"立场强化带来的全球影响， 复活节假期推迟也是原因之一。 该报告解释称，特朗普政府的政策和声明加剧了潜在国际游客对美国的负面情绪、美国日益强化的边 境安全措施和移民执法行动以及美元走强阻碍了游客赴美旅行。报告预计特朗普4月2日宣布的对等 关税计划可能会招致国际游客的进一步抵制。 2025.04. 13 本文字数：1606，阅读时长大约3分钟 作者 | 第一财经 程程 特朗普近期的争议性政策与言论正在"劝退"全球旅行者——最近数据显示，3月份赴美的国际旅行者 数量显著下降。 第一财经记者查阅美国商务部国际贸易管理局（ITA）的最新数据发现，3月份赴美海外游客数量同 比下降11.6%。占国际游客80%的西欧、亚洲和南美洲地区均出现不同程度的下降。来自西欧的旅客 人数3月同比17.2%，其中来自英国和德国的游客数量下降尤为显著。亚洲和南美洲地区的数据分别 下降3.4%和10.4%。 游客在美国首都华盛顿的国家广场游览。（图源：新华社） 国际游客赴美预测遭下调 去年，赴美国际游客数量大 ...

Group 1 - The core viewpoint of the articles revolves around the implications of Trump's tariff policies, which are seen as a double-edged sword that may exacerbate existing economic issues in the U.S. rather than resolve them [1][3][10] - Trump's "reciprocal tariffs" are intended as a tool for "America First," but the fundamental economic principles remain unchanged, leading to potential negative consequences for the U.S. economy [2][4] - The agricultural and manufacturing sectors in the U.S. are particularly affected, facing rising costs and decreased competitiveness due to the tariffs [2][4] Group 2 - There is significant internal dissent within the U.S. regarding Trump's tariff policies, with even members of his cabinet expressing doubts and considering resignation [4][6] - The tariffs impose an invisible tax burden on American consumers, who end up paying higher prices for everyday goods, contradicting the intended protective measures for American citizens [4][6] - Protests against the tariff policies have erupted across the U.S., indicating widespread public dissatisfaction and unrest [6] Group 3 - Trump's approach to trade negotiations, including the intention to isolate China, reflects a strategy of power politics that may undermine America's international standing and alienate allies [7][12] - China's response emphasizes respect, dialogue, and cooperation as effective means to resolve differences, countering Trump's aggressive tactics [9][12] - The ongoing trade conflict is characterized as a test of economic strength, strategic wisdom, and political endurance, with uncertain outcomes for both the U.S. and China [10][12]

Core Viewpoint - The world is on the brink of a profound transformation, driven by structural fractures in monetary, political, and geopolitical orders, with the current debt bubble posing significant risks to the global economy [1][2]. Group 1: Monetary/Economic Order Breakdown - The root cause of the crisis lies in unsustainable debt levels, with excessive debt accumulation and uncontrolled growth of new debt leading to a dangerous debt bubble that supports the capital markets and economies [3][6]. - The current state of de-globalization has resulted in absurd trade deficits and capital imbalances, where major economies are caught in a "technological cold war," undermining supply chain security and trust [4][5]. - The existing monetary and economic order, characterized by low-cost manufacturing in countries like China and high debt levels in the U.S., is unsustainable and must change to address these imbalances [6][12]. Group 2: Domestic Political Order Breakdown - The U.S. faces a political crisis fueled by educational gaps, opportunity disparities, productivity stagnation, wealth polarization, and a fragmented value system, leading to a rise in populism and extreme political polarization [7]. - The erosion of the compromise spirit and rule of law threatens the survival of democratic institutions, with economic and political crises creating a vicious cycle [7][11]. Group 3: International Geopolitical Order Reconstruction - The unipolar world order led by the U.S. has ended, with a shift towards unilateralism and "America First" policies, resulting in trade wars, technological blockades, and geopolitical tensions [8][12]. - This transition is marked by the emergence of a new order that challenges previous multilateral frameworks and introduces new forms of conflict [8][12]. Group 4: Natural Disaster Impact - The increasing destructiveness of natural disasters, such as droughts and pandemics, acts as a catalyst for global system disruptions, contributing to the overall instability [9]. Group 5: Technological Revolution - Disruptive technologies, particularly artificial intelligence, are reshaping monetary debt systems, political power structures, and international interactions, while also altering the cost of responding to natural disasters [10][12]. Group 6: Interconnected Forces - The interplay of these five forces is crucial for understanding the systemic changes underway, as failing to recognize these underlying dynamics can lead to significant misjudgments about current events and their implications [11][12].

Core Viewpoint - The article discusses the implications of the recent tariff measures announced by former President Trump, which are expected to significantly impact various industries and companies, particularly in the technology and manufacturing sectors [4][10]. Group 1: Tariff Overview - The new tariffs represent the highest level in a century, increasing from an average of 2% to 29%, surpassing the previous peak of 20% in 1930 [7]. - Target countries for the highest tariffs include Southeast Asian nations, with Cambodia at 49%, Vietnam at 46%, and Laos at 48% [8]. - The overall tariff on Chinese goods will reach 54%, combining existing tariffs with new measures, approaching Trump's 2024 election promise of 60% [9]. Group 2: Reasons for Tariff Implementation - The primary goal of the tariffs is "America First," driven by increasing trade deficits, which rose by 17% to $918.4 billion in 2024 [11]. - Political support is a key factor, as Trump aims to appeal to voters in manufacturing-heavy regions affected by job losses [13]. - The tariffs are also intended to pressure trade partners into renegotiating unfavorable trade agreements, such as NAFTA [14]. Group 3: Market Impact and Company Analysis - The tariffs are expected to adversely affect global technology companies like Apple, Nvidia, and Tesla, which rely heavily on international supply chains [16]. - Retailers such as Walmart and Costco may face profit pressures due to increased import costs, leading to higher consumer prices [17]. - The aviation industry, including companies like Boeing, may experience cost increases and potential impacts on overseas orders due to rising material costs and retaliatory tariffs [17]. - Short-term market volatility is anticipated, with capital likely flowing into safer assets like gold and U.S. Treasuries, while emerging markets and A-shares may face pressure, particularly in export-oriented sectors [18].

而在美俄会谈前一天（23日），美乌双方围绕能源等关键问题已经举行了一轮会谈。相较于美俄间超过12小 时的会谈时间，美乌间的会谈则显得短得多，仅持续约5小时。据悉，乌克兰和美国代表团将于当地时间25日再次 举行会谈。 此次谈判的同时，俄乌冲突未歇。当地时间24日晚，乌克兰苏梅市议会在其官网发布消息说，俄军当天下午 对苏梅市中心发动导弹袭击，已造成88人受伤。 兰州大学政治与国际关系学院副教授韦进深近期向南都记者分析，在特朗普的外交政策中，当务之急是缓和 与俄罗斯的外交关系，而"结束乌克兰危机"是俄美关系缓和绕不开的议题。此外，俄美的直接联系与沟通，体现 了特朗普一贯的"美国优先"原则。 美与俄乌在沙特同一场地分别会谈细节曝光！场外袭击 冲突未歇 当地时间3月23日至24日，美国代表团在沙特阿拉伯首都利雅得，先后与乌克兰、俄罗斯代表团举行会谈，围 绕俄乌冲突问题展开新一轮谈判。3月25日，南都记者注意到，这两场会谈合计耗时超过28个小时，其中，美俄间 的会谈持续超过12小时，美乌会谈仅约5小时。有国际问题研究专家近期向南都记者表示，特朗普的外交政策中， 当务之急是缓和与俄罗斯的外交关系，而"结束乌克兰危机"是俄美 ...