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深观察丨美国消费者正体会到“关税带来的无数间接成本”
Sou Hu Cai Jing· 2025-06-06 10:28
Core Viewpoint - The increase of tariffs on imported steel and aluminum from 25% to 50% is expected to significantly raise costs for various industries in the U.S., leading to higher prices for consumers and potential job losses in sectors reliant on these materials [4][10][25]. Group 1: Impact on Industries - The steel cable industry, represented by companies like Walz's, faces severe challenges due to increased raw material costs and competition from foreign products [1]. - The manufacturing sector, particularly metal manufacturing, is projected to incur an additional cost of $22.4 billion for imported steel and aluminum, with derivative product costs rising by $29 billion [7]. - The construction industry anticipates an increase in average new home costs by over $10,000 due to the tariffs, exacerbating existing pressures from high housing prices and mortgage rates [16][18]. Group 2: Consumer Impact - The tariffs are expected to raise prices across a wide range of consumer goods, including automobiles, household appliances, and canned foods, disproportionately affecting low-income households [10][14]. - The cost of essential items, such as canned foods and housing, is likely to rise significantly, impacting affordability for ordinary families [14][16]. Group 3: Employment Effects - The tariffs may lead to a net loss of jobs, with estimates suggesting that while the steel industry could gain around 1,000 jobs, other sectors like manufacturing and construction could lose approximately 75,000 jobs [25][29]. - The overall economic outlook is pessimistic, with recent data showing a slowdown in job creation, indicating that the tariffs may be counterproductive to the goal of protecting American jobs [22][25].