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cover of episode Prepping for all possibilities

Prepping for all possibilities

2025/6/25
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Marketplace
AI Deep Dive AI Chapters Transcript
People
A
Alan Wolff
B
Benjamin Napier
B
Beth Pride
B
Bill Reinsch
D
David Whiston
D
Deborah Aoki
G
George Francis
J
J.J. Otero
J
James Ashurst
J
Jeff Harmoning
J
Jeff Trexler
M
Mark Cohen
M
Michael Hicks
M
Mike Chavez
M
Mike Daher
N
Nadia Porter
S
Stephen Collis
W
Wendy Liebman
Topics
Beth Pride: 作为BPE Global的咨询总裁，我专注于帮助其他企业管理国际贸易。目前我们正深陷关税之中，未来两周可能达成一系列贸易协议，也可能关税再次大幅提高，或者延期。由于贸易形势难以预测，我专注于为企业应对各种可能性做准备，提供信息，以便他们了解如果继续使用现有供应链，将会产生什么样的财务影响，从而管理不确定性，而不是减少它。我无法预测任何事情，因为我永远无法预测已经发生的事情。 Bill Reinsch: 作为战略与国际研究中心的资深顾问，我认为美英贸易协议大部分是意向性的，实质性的内容不多，可能80%是愿望，20%是实质。预计与其他国家的协议也会类似，会有很多承诺和拖延，但也会有一些实质性的让步，以便美国可以宣布胜利。美国和英国都在简化钢铁、牛肉和乙醇等商品的贸易方面做出了一些让步，但大部分是关于未来讨论具体议题的协议。 Alan Wolff: 作为彼得森国际经济研究所的资深研究员，我认为股市对美国提高关税非常不安，总统会更谨慎地逐步实施关税。因此，我认为10%的基本关税会持续一段时间。如果美国采取行动对其他国家征收高额关税，股市会非常紧张。所以我认为总统会更加谨慎地选择提高关税的幅度。

Deep Dive

Chapters
The show discusses President Trump's upcoming trade deals, with experts offering various possibilities, from new trade deals to high tariffs or extensions. The uncertainty is causing businesses to prepare for all possibilities.
  • President Trump's tariff pause is set to expire soon.
  • Experts predict various outcomes for the trade deals.
  • Only one deal has been signed so far, with the UK.
  • The stock market's reaction is expected to influence the outcome.

Shownotes Transcript

Just two weeks out from the Trump administration’s tariff pause deadline, no one is quite sure what to expect. In this episode, experts weigh in on what sort of deals the U.S. is likely to make and how businesses are preparing in the meantime. Plus: “Value seeking” consumers want the most bang for their buck, economic uncertainty puts the brakes on RV sales, and Indigenous jewelry makers struggle as silver prices rise.

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