cover of episode Why Tariffs Can’t Fix America's Economic Malaise

Why Tariffs Can’t Fix America's Economic Malaise

2025/5/28
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Richard Baldwin: 特朗普政府的关税政策是一种对全球贸易体系的“黑客”行为,旨在打破现有规则,而非改革或谈判。我认为,特朗普试图通过这种方式来改变世界贸易的运作方式,以他自己认为的公平和互惠原则为基础,并扭转他所认为的美国在全球贸易中受害的局面。这种行为在经济上是不连贯的,但在情感上是连贯的,反映了一种“不满原则”,即认为美国过去遵守规则却被利用,中产阶级为此付出了代价,而特朗普的行为是一种报复。我并不认为特朗普的关税政策能够真正解决美国中产阶级的问题,反而会加剧他们的经济负担。我们需要采取更有效的社会政策,例如加拿大那样的模式,来真正帮助中产阶级。 Stephanie Flanders: 我认为特朗普政府的保护主义政策并不能实现其既定目标。您深入研究了Trumponomics的政治经济学,解释了为什么这种政策会持续存在,以及世界应该如何与美国互动。您认为特朗普政府的关税政策在多大程度上是出于对全球贸易体系的不满,又在多大程度上是出于国内政治的考量?您认为这种“不满原则”在多大程度上能够解释特朗普政府的贸易政策?

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Framed as a tool to protect American workers, rebalance trade and revive the nation’s domestic industry, the tariffs levied by Donald Trump came with a promise of bold results. On this episode of Trumponomics, Richard Baldwin, professor of international economics at IMD Business School, says the trade war is unlikely to accomplish its stated goals and that the world may very well leave America behind. 

Imposed unilaterally and outside the guardrails of the World Trade Organization, the president’s tariffs represent a sharp break from decades of US policy. Baldwin, author of The Great Trade Hack: How Trump’s Trade War Fails and Global Trade Moves On, tells host Stephanie Flanders, Bloomberg’s head of Economics and Government, that the levies weren’t about reciprocity or even results. Instead, they are about “grievance.”

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