We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Bloomberg Surveillance TV: June 2, 2025

Bloomberg Surveillance TV: June 2, 2025

2025/6/2
logo of podcast Bloomberg Surveillance

Bloomberg Surveillance
AI Deep Dive AI Chapters Transcript
People
A
Aditya Bhave
B
Brandon Farris
K
Kate Kalutkiewicz
V
Victoria Fernandez
Topics
Brandon Farris: 作为钢铁制造商协会的副总裁，我认为特朗普总统提高钢铁关税至50%是为了应对外国廉价钢铁的涌入，特别是来自中国的倾销，此举有助于保护美国钢铁产业。即使在25%的关税下，美国国际贸易委员会的报告也显示，关税对价格的影响很小，但对降低进口量有显著效果。中国在过去一年向全球市场倾销了超过1亿吨钢铁，超过了美国一年的产量，因此将关税提高到50%对美国钢铁行业非常有帮助。国际贸易委员会的研究表明，232关税对下游产业的价格仅上涨了0.2%。我们期待获得更多关于Nippon U.S. Steel交易的信息，这笔交易是宾夕法尼亚州有史以来最大的投资，并且钢铁行业正朝着好的方向发展。我认为232钢铁关税是精准的，不仅针对中国，也针对全球产能过剩，许多国家使用廉价中国钢铁替代自己的钢铁，然后将其出口到全球市场，这将有助于解决这个问题。我们钢铁制造商的订单量比往年更多，几乎所有成员都宣布了增长，这意味着更多就业、更多收入和更好的经济效益。自从特朗普总统在2018年首次实施关税以来，钢铁行业发生了改变，朝着更好的方向发展，这也是我们看待特朗普总统最近将关税提高到50%的原因。保护国内钢铁产业对经济安全、能源安全和国家安全至关重要，因此将关税提高到50%是一个非常好的举措。

Deep Dive

Chapters
This chapter discusses the impact of President Trump's potential decision to double steel tariffs. The discussion includes the effects on American steel industry, the implications for downstream industries like construction and auto sectors, and the concerns about global trade relations.
  • President Trump's announcement to raise steel tariffs to 50%
  • US imports about 17% of its steel needs
  • 232 tariffs lowered imports by 24%
  • Concerns about knock-on effects on construction and auto sectors
  • Global overcapacity in steel production

Shownotes Transcript

  • Brandon Farris, Vice President: Energy & Resources Policy at the Steel Manufacturers Association- Kate Kalutkiewicz, Senior Managing Director: Trade Practice & McLarty Inbound at McLarty Associates- Aditya Bhave, Senior US Economist at Bank of America- Victoria Fernandez, Chief Market Strategist at Crossmark Global InvestmentsBrandon Farris, Vice President: Energy & Resources Policy at the Steel Manufacturers Association, joins to discuss President Trump saying he will double steel tariffs and how that could affect consumers and businesses. Kate Kalutkiewicz, Senior Managing Director: Trade Practice & McLarty Inbound at McLarty Associates, discusses the latest on the US-led trade war and whether talks with China are stalling. Aditya Bhave, Senior US Economist at Bank of America, offers his outlook for the US economy and potential for a recession in 2025. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her outlook for equities in 2025 and whether there could be more choppiness in the summer months.

See omnystudio.com/listener) for privacy information.