特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战

智通财经网2025-02-01

当地时间1月31日，白宫表示，确认将从2月1日起对墨西哥和加拿大商品征收25%的关税。尽管此前有报道称，部分产品可能会获得豁免，且关税可能推迟至3月1日生效，但白宫已否认这一说法，强调不会进行大规模豁免。白宫尚未公布具体的关税清单，仅表示完整的文件将在周六公开。经济学家初步估计了特朗普这一“关税大棒”的潜在影响，称这取决于关税水平、目标或豁免商品以及关税实施的持续时间，同时也取决于墨西哥和加拿大...

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精彩评论

云清91
2025-02-02
云清91
🐯你是一只鸵鸟吗，危险来了，把头埋土里面
MomoTan
2025-02-01
MomoTan
中国25%起步
sedf123582
2025-02-01
sedf123582
怎么后半句不报道，中国也被加了10%
冲鸭8
2025-02-01
冲鸭8
老虎新闻的及时性和丰富度都是问题
看看我吧
2025-02-01
看看我吧
老虎这新闻这么不专业吗，对中国加征的10%关税没说？
- MOORE:
  扳指还没开会定调，这边谁敢说？
- sedf123582:
  国内媒体看了一圈确实丢不提中国被加了10%
- gallardooo:
  格隆汇更牛逼一点，各种消息都报道[捂脸]
- 靖_7416:
  都不说，华尔街见闻也不说，你觉着为啥[白眼]
sky一wang
2025-02-01
sky一wang
说说你对这篇新闻的看法...

发表看法

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Donovan表示，关税是否会影响到消费者价格，将是决定特朗普贸易政策如何发挥作用的一个核心变量。他表示：“美国消费者将以多快的速度感受到价格上涨?石油和食品价格可能会在一个月内做出反应，美国国内的库存水平决定了其他商品价格上涨的时机。”“不过，如果政治焦点转移到更广泛的通胀认知上，任何税收的持续时间都可能很短。自特朗普当选以来，美国鸡蛋价格飙升，食品价格可能比药品价格更重要。”高额的新关税将对墨西哥比索和加拿大元构成重大风险，同时推高美元。荷兰国际集团分析师表示：“新政府对美加墨局势的处理可能会被市场用作判断特朗普未来政策推进的基准，因此应该会对全球外汇市场产生重大影响。”标普全球评级的分析显示，汽车和电气设备行业是墨西哥最容易受到关税冲击的行业，而加拿大的大宗商品加工行业将受到冲击。而如果遭到报复，美国面临的风险要小得多，尽管标普全球的分析师认为，农业、渔业、金属和汽车行业会受到一些影响。标普分析师在一份报告中表示：“将美国的产出与加拿大和墨西哥的产出进行比较，我们的设想表明，墨西哥和加拿大的整个经济面临的影响分别是美国的11倍和5倍。”他们补充称，如果只看受影响最大的10个行业，墨西哥和加拿大的经济面临的影响仍分别是美国的6倍和5倍。Bloomberg Economics表示，白宫确认的最新关税措施将使美国对所有进口商品的平均关税从3%提高到11%以上，并引发全球贸易的重大重组。Bloomberg 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