《全球化大变局:贸易冲突与秩序重构》
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好书推荐·赠书|《全球化大变局:贸易冲突与秩序重构》
清华金融评论· 2026-02-06 11:37
Core Viewpoint - The article discusses the book "Globalization Changes: Trade Conflicts and Order Reconstruction," which analyzes the current US-China trade war, its historical context, and future implications for global economic relations [3][4]. Summary by Sections Historical Section: The Cycle and Warnings of Global Trade Conflicts - The historical perspective covers the rise and fall of globalization, highlighting the first "golden age" of globalization under British influence and the second under American leadership, leading to the current era of de-globalization marked by Trump's policies [6]. Causes Section: Strategic Logic Behind the US Tariff War - The section outlines the political economy of "America First," emphasizing the return of manufacturing, the rise of populism, and the structural imbalances in globalization that have led to the current trade conflicts [6]. Impact Section: Effects of Reciprocal Tariffs on the Global Economy - This part examines the essence of the US reciprocal tariff policy and its short-term and long-term impacts on the global economy and industrial chain structure, indicating significant disruptions in global financial markets [7]. China Section: Impact of Reciprocal Tariffs on China and Responses - The analysis suggests that the impact of US tariffs on China should not be underestimated, advocating for proactive and rational responses to the challenges posed by increased tariffs and potential investment restrictions [10]. Trend Section: Reconstruction of Globalization Order - The final section discusses the revolutionary restructuring of global supply chains, the deconstruction and reconstruction of international trade orders, and the technological frontiers of the next generation of trade wars [10].