【貿戰風雲】特朗普關稅慢燃燒 美經濟恐受重創




特朗普關稅對華爾街是「緩慢燃燒」,可能對美國經濟造成沉重打擊

新德里,8月10日 美國總統唐納德·特朗普實施的反制關稅對華爾街來說是「緩慢燃燒」,因為它們很少立即引發危機,但隨著時間的推移,卻會扭曲市場,擠壓消費者,並邀請報復,根據一份新報告指出。

投資者和政策制定者同樣應該記住,僅僅因為風暴尚未到來,並不意味著它不會來臨,Zoya Najeeb在一篇評論文章中在《One World Outlook》表示。

「當華爾街為創紀錄的高股指歡欣鼓舞時,美國經濟卻在悄悄地吞下苦果:關稅。與四月份恐慌的市場不同,現在市場對新的貿易體制的現實卻滿不在乎——這可能比投資者願意承認的要昂貴得多。」

白宮新聞秘書Karoline Leavitt最近宣稱,七月份關稅收入達29億美元,商務部長霍華德·盧特尼克預計很快每月將達到50億美元。

「但關稅是以另一個名義徵收的稅款,這是在美國最底層收入階層已經在苦苦掙扎的時候對美國人徵收的稅款。」

美國建築、礦業和其他工程設備製造商卡特彼勒公司估計,今年新的關稅將為其帶來高達15億美元的成本——僅本季度就高達5億美元。

「然而,由於投資者對無關的人工智慧數據中心和基礎設施投資的繁榮充滿信心,其股價幾乎沒有波動。這是當今K型經濟的完美隱喻:華爾街飛黃騰達,而主街卻在看著購物賬單飆升,越來越多的家庭轉而採用『先買後付』計劃來維持生計。」

人工智能的淘金熱可能正在支撐股指,但如果去掉科技行業,標準普爾500指數卻是持平的。

「即使沃倫·巴菲特——絕非是愛唱反調的人——已經連續11個季度悄悄拋售股票,積累了3440億美元的現金儲備,以便在價格下跌時部署。他正在押注經濟衰退,即使市場的其他人不是這樣。」

與此同時,前美國眾議院議長保羅·瑞恩警告說,「前方水面 turbulent,因為我認為它們(關稅)將面臨一些法律挑戰。」

作為編輯,我對這篇文章的內容有以下想法:

首先,特朗普政府實施的關稅政策對美國經濟的影響是深遠的。雖然華爾街的股市表現強勁,但普通美國人的生活卻越來越困難。關稅政策的「緩慢燃燒」效應可能會在未來對美國經濟造成沉重打擊。

其次,投資者對關稅政策的影響似乎缺乏擔憂。儘管卡特彼勒公司等企業已經預估了關稅對其業務的影響,但投資者卻似乎對此滿不在乎。這種對關稅政策的漠視可能會導致未來市場的大幅波動。

最後,美國政府的關稅政策可能面臨法律挑戰。前美國眾議院議長保羅·瑞恩的警告表明,關稅政策可能會被推翻或修改。這可能會對美國經濟和市場產生重大影響。

總的來說,這篇文章揭示了美國關稅政策的複雜性和深遠影響。作為編輯,我認為這篇文章對讀者了解美國經濟和市場的現狀具有重要的參考價值。

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