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cover of episode ‘Chaotic’ Policy: Janet Yellen & Lina Khan on Tariffs 4/14/25

‘Chaotic’ Policy: Janet Yellen & Lina Khan on Tariffs 4/14/25

2025/4/14
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A
Andrew Ross Sorkin
美国知名金融记者和作家，担任《纽约时报》金融专栏作家和CNBC《早间交易》共同主播。
J
Janet Yellen
J
Joe Kernen
知名金融主播和前股票经纪人，现任CNBC《早间交易》联合主播。
K
Katie Kramer
L
Lina Khan
Topics
Katie Kramer: 特朗普政府的关税政策导致了巨大的不确定性，使家庭和企业难以进行规划，并可能导致通货膨胀。 Joe Kernen: 特朗普政府的关税政策目标是将芯片和显示面板等产品的生产转移回美国，但这可能导致市场波动和混乱。 Andrew Ross Sorkin: 特朗普政府的关税政策实施混乱，导致市场波动，并引发了人们对美国经济政策和美国国债信心的担忧。 Janet Yellen: 特朗普政府的关税政策混乱不堪，给家庭和企业带来了巨大的不确定性，损害了美国经济和盟友关系，并且并非解决贸易逆差的有效方法，其目标——促进美国制造业回流——也是不切实际的。与中国的关税升级可能对全球经济产生重大影响。投资者对美国经济政策和美国国债的信心下降令人担忧。根据市场波动调整国债发行策略是不明智的。中国不太可能抛售美国国债，因为这将损害其自身利益。特朗普政府的政策损害了美国的国际信誉和盟友关系。美联储不会对股市进行干预，但会在金融稳定面临风险时采取行动。关税政策的不确定性给美联储的货币政策制定带来了挑战。关税可能会导致通货膨胀持续时间更长，并可能导致美国经济衰退。

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Shownotes Transcript

President Trump exempted consumer technology) and components from his reciprocal tariffs on Friday, though by the end of the weekend, his advisors warned that those exemptions may not be permanent). Apple has reportedly increased its iPhone production in India to avoid the impact of the White House’s tariffs on goods imported from China. In an extended conversation, former Federal Reserve Chair and former Treasury Secretary Janet Yellen weighs in on the Trump administration’s tariff agenda), as well as the stability of U.S. treasurys. Former FTC Chair Lina Khan shares her own perspective on President Trump’s tariff agenda, and the two guests both align on one descriptor: chaotic. Khan, once the top antitrust watchdog, discusses the beginning of the FTC’s case against Meta, calling into question Facebook’s acquisitions of Whatsapp and Instagram. 

 

Janet Yellen - 17:25

Lina Khan - 35:47

 

In this episode:

Lina Khan, @linamkhan)

Kelly Evans, @KellyCNBC)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Katie Kramer, @Kramer_Katie)