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cover of episode Lots More on What America's Busiest Port is Seeing from the Trade Tariffs

Lots More on What America's Busiest Port is Seeing from the Trade Tariffs

2025/6/6
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Odd Lots

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Gene Seroka
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Joe
面临上水汽车贷款,寻求多种解决方案以减轻财务负担。
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Tracy
考虑多样化投资以减少风险,特别是当持有大量单一股票时。
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Gene Seroka: 目前洛杉矶港的货运量显著下降,导致码头工人职位空缺减少。30%的关税仍然很高,许多美国进口商在看到高关税后踩了刹车,新订单不多,因为90天在业务中很短。大部分通过洛杉矶港进口的公司是中小型企业,他们没有足够的资源来提前装载库存或承担额外的仓储费用,因此他们仍然需要在高关税下做出购买决策。如果他们进口这些产品,他们可能无法将这些成本转嫁给客户,因为他们在大公司面前会失去竞争力。汽车零部件供应商面临57.5%的实际关税,如果他们因关税过高而减缓或停止购买,可能会导致底特律的工厂停产,这将给汽车制造商带来每小时200万至400万美元的损失。 Joe: 对于小型零售商来说,90天的延期可能不足以让他们确信最终不会因为商品而被收取巨额费用。 Tracy: 大公司可以通过提前装载订单或与供应商谈判价格等方式来应对关税,但小公司则面临困境。

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We're about two months on from Liberation Day, and there's still a lot of confusion about what's going on with global trade. Some countries, like China, have been granted delays from tariffs. But other trade restrictions, like the 50% tariff on foreign steel, have come into effect. So what exactly is going on and what impact is this having on the physical flow of goods into America? In this episode, we catch up with Gene Seroka, executive director of the Port of LA, to get a sense of what he's actually seeing and what it means for US consumers and the prospect of empty store shelves.Read more: Port Leaders Warn Tariffs Bring ‘Radical Uncertainty’ to Economy)Empty Store Shelves Might Be Coming Sooner Than You Think)Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots)

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