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cover of episode The U.S. and China reach 90-day tariff truce

The U.S. and China reach 90-day tariff truce

2025/5/12
logo of podcast Marketplace Morning Report

Marketplace Morning Report
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A
Abby Shafroth
C
Chris Farrell
J
Julia Coronado
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Julia Coronado: 作为宏观政策视角创始人，我认为即使美国和中国达成了90天的关税休战协议，将对华关税从145%降至30%，对美国的经济影响依然存在。虽然避免了灾难性的贸易冲击，但30%的关税仍然高于之前的水平，加上对其他国家征收的10%关税，进口商品的价格将会上涨，企业利润将会降低。我预计在四月份的数据中，我们将会看到关税传递到消费价格的早期迹象，但全面影响可能需要两到四个月才能显现。此外，这种关税政策的不确定性已经导致许多企业推迟投资计划，而90天休战期满后，情况仍然不明朗，这使得企业在制定长期战略时面临挑战。因此，虽然市场对关税降低反应积极，但这仍然是一个需要持续关注的问题。

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U.S. tariffs against China have been cut from 145% to 30% as part of a new 90-day trade deal. This is still higher than when President Donald Trump assumed office and could result in higher consumer prices and lower corporate profits. Also: Student loans follow some borrowers into retirement. The number of student borrowers over 62 rose by 59% from 2017 to 2023, and older borrowers are twice as likely to default than their younger peers.