Tariff jitters, Marine Le Pen, FDA and Republican budget cuts
2025/4/1
Reuters World News
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Jarrett Renshaw
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Kristalina Georgieva
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Michelle Gershberg
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Renee Hickman
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Richard Locke
Jonah Green和Carmel Crimmins：特朗普即将实施的关税计划可能引发全球贸易战，导致经济衰退。市场对此表示担忧。
Kristalina Georgieva：国际货币基金组织（IMF）目前没有预测到经济衰退，但持续的不确定性会加剧经济冲击。及早明确关税计划对经济稳定至关重要。
Jarrett Renshaw：特朗普关税计划的细节尚不明确，可能涵盖所有国家，也可能仅限于少数国家。市场正处于观望状态。
Michelle Gershberg：FDA顶级疫苗官员的离职，加上潜在的药品关税和医疗机构裁员计划，增加了制药和生物技术行业的风险和不确定性。Peter Marks的离职尤其令人担忧，因为他对疫苗和生物技术药物的研发至关重要。这引发了人们对FDA未来运作能力的担忧，包括药品供应安全和食品安全等问题。
Richard Locke：玛丽娜·勒庞因贪污被判有罪，禁止参加2027年法国总统大选，这对法国政坛造成了巨大冲击。勒庞及其支持者认为这是政治迫害，她计划提出上诉。
Renee Hickman：共和党拟议的预算削减案将对加利福尼亚州22区（一个农业区）的居民产生重大影响，特别是那些依赖食品券和医疗补助的人们。预算削减可能导致医疗机构关闭和食品援助不足，加剧当地居民的贫困和食品安全问题。
Echantiz McDonald和Stevie Moore：作为食品券领取者，他们担心共和党的预算削减会影响他们的生活，使他们难以养活家人。
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Kristalina Georgieva: 'The International Monetary Fund doesn't see recession on the horizon. But she warned the longer uncertainty persists, the worse the economic hit. The sooner there is more clarity,'
Jarrett Renshaw: 'We don't know what we're going to see. We've heard... Tariffs on all countries. We've heard senior aides say a much more limited 10 to 15 countries. The dirty 15, as one senior aide said, the ones with the biggest tariffs on U.S. goods.'
Michelle Gershberg: 'Shares of U.S. drug makers are down after reports that the Food and Drug Administration's top vaccine official, Peter Marks, has been forced to resign....Well, there are a number of layers to this. We've seen plans for big layoffs at the major health agencies that regulate drugs and medical devices and food. There's the question looming this week of whether or not there will be tariffs that also affect pharmaceutical products.'
Richard Locke: 'That sounds like this country. President Trump reacting to far-right leader Marine Le Pen's conviction for embezzlement and ban on running in France's 2027 presidential election.'
Renee Hickman: 'But the party's budget cut proposals could become a liability for the GOP as it tries to hold its now majority in the House. In California's 22nd congressional district, a rural area in the Central Valley with a Republican representative, those cuts would have a big impact.'
Echantiz McDonald: 'I don't know what I would eat because I rely on that to expect to eat for the month.'
Stevie Moore: 'They are helping us and helping our kids and helping us be able to feed our children when we don't have jobs right now.'
Deep Dive
President Trump is expected to announce a significant tariff plan, raising concerns about a potential global trade war and recession. The IMF does not currently predict a recession but warns that prolonged uncertainty will worsen economic consequences. The details of Trump's plan remain unclear, adding to market anxiety.
- Trump's tariff plan expected April 2nd
- Concerns of global trade war and recession
- IMF warns of prolonged uncertainty worsening economic impact
- Unclear details of Trump's plan
Shownotes Transcript