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深观察丨关税政策满月 美国受“内伤”
Zhong Guo Xin Wen Wang· 2025-05-02 15:31
Group 1 - The recent tariff policy in the U.S. has led to significant economic concerns, with a notable decline in GDP by 0.3% in Q1, marking the first contraction in three years [2] - Consumer spending, a critical component of the U.S. economy, grew only 1.8% in Q1, the slowest rate since mid-2023 [2] - Various industries, including agriculture, pharmaceuticals, shipping, apparel, and retail, are experiencing severe impacts from the tariff policy, leading to widespread investor sell-offs and consumer dissatisfaction [2] Group 2 - A survey by the American Toy Association revealed that over 80% of the 400+ companies surveyed are delaying or canceling orders due to tariff impacts, with nearly half fearing bankruptcy within months [3] - The agricultural sector, traditionally a strong export area for the U.S., is facing turmoil, with small farms struggling to survive amid the tariff war [4] - The Port of Los Angeles, the largest container receiving port in the U.S., is expecting a 35.91% year-on-year decline in container arrivals for the week of May 4-10, indicating a significant slowdown in imports [4] Group 3 - The logistics industry, employing approximately 9 million people nationwide, is likely to see reduced demand for truck transportation and warehouse work due to declining container volumes, which could lead to widespread layoffs [5] - Economic experts warn that the ongoing decline in imports may result in material shortages and increased prices for consumers, creating a dual challenge of empty shelves and rising costs [5] - Concerns are growing among political and economic figures regarding the long-term effects of the tariff policy, with warnings that it could push the U.S. economy towards a recession [6] Group 4 - The tariff policy is viewed as a significant tax increase, potentially adding thousands of dollars to the tax burden of middle-class families [6] - Experts argue that the new tariffs will reduce manufacturing jobs rather than increase them, undermining the competitiveness of U.S. manufacturing [6] - The current tariff strategy is described as a "national disaster," with predictions of delayed investment decisions and declining consumer confidence [6][7]
日本转向强硬,美国盟友态度正在起变化
Xin Jing Bao· 2025-04-15 11:38
日本首相石破茂。图/新华社 新京报消息,面对反复无常的"特朗普关税",美国的亲密盟友们大多坐不住了。 据央视新闻客户端援引外媒报道,日本首相石破茂4月14日表示,虽然日本不会对美国产品加征关税进 行报复,但在即将与美国政府举行的关税谈判中,日本不打算做出重大让步,也不会急于达成协议。 石破茂4月14日在众议院预算委员会表示,"我并不认同不断妥协、尽快谈拢就是好的做法。"不让步, 不着急,不能不断妥协,这是迄今为止日本对"特朗普关税"作出的最严厉的表态。 然而仅仅在一周前,石破茂还表示,"必须与美国一次性就关税达成协议。"他还称越早与特朗普通电话 越好,同时希望在合适的时间访问美国。 不只是日本态度转为强硬。例如,即将于5月初上台执政的德国候任总理默茨4月12日对媒体表示:"特 朗普的关税政策,正在把下一场金融危机的时间表提前。"针对美国可能退出北约以及退出全球化进程 的担忧,默茨说,"世界上不是只有美国。" 加拿大总理卡尼4月10日就警告说,加拿大正在通过实施反制关税来对抗美国的不合理关税,这些措 施"旨在对美国造成最大程度的痛苦"。最新消息称,一些加拿大的大型基金公司正考虑不再投资更多美 国私人资产,其中包 ...