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A
Alezi Ake Akurapu
A
Amy O'Dell
C
Chiamaika Nendu
D
David Razulazar
K
Kerry Leahy
L
Leanna Byrne
M
Michelle Flurry
Michelle Flurry: 作为美国商业记者，我认为特朗普政府的关税政策旨在减少贸易逆差，但这种做法并不一定合理，因为有些国家更擅长生产某些产品。目前，美国经济正在感受到特朗普关税的影响，但全面影响要到今年夏天末才能显现。企业在投资决策上犹豫不决，因为他们需要考虑长期的不确定性。与白宫谈判的国家也面临挑战，因为特朗普政府的最后期限经常变化。尽管美元走低可以帮助美国出口商，但特朗普对美联储的批评以及可能提前更换美联储主席的传闻，进一步加剧了市场的不确定性。
Kerry Leahy: 作为经济学家，我认为市场普遍认为特朗普总会妥协，最终达成的协议会比目前对中国的高关税情况要好。市场对特朗普政府的任何新发展都持乐观态度，特别是如果与中国的总体关税率低于25%。如果美国与印度达成协议，市场也会积极反应。尽管美国目前存在规划衰退，但尚未转化为经济衰退，经济增长率约为2%，考虑到目前的情况，这还算不错。
Deep Dive
This chapter analyzes the impact of Trump's tariffs on the US economy, focusing on the widening trade deficit and uncertainty in business investment. Experts weigh in on the delayed effects of tariffs and the impact on investor sentiment.
- Widening US trade deficit in May, reaching its highest in over a year.
- Experts debate the efficacy of Trump's protectionist trade measures.
- Uncertainty surrounding tariff deadlines leads to business hesitation and delayed investment.
- The impact of tariffs on the economy is expected to be fully seen later in the summer.
- The dollar hits a three-year low, potentially easing the pain for US exporters.
Shownotes Transcript