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cover of episode Trump's Trade War Upended by Courts; Nvidia Rallies on Upbeat Forecast

Trump's Trade War Upended by Courts; Nvidia Rallies on Upbeat Forecast

2025/5/29
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
AI Deep Dive AI Chapters Transcript
People
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Bill Ferrys
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Dan Ives
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Derek Walbank
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Donald Trump
批评CHIPS Act，倡导使用关税而非补贴来促进美国国内芯片制造。
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Elon Musk
以长期主义为指导，推动太空探索、电动汽车和可再生能源革命的企业家和创新者。
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Goldman Sachs
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Howard Lutnick
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Jensen Wang
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Jensen Wong
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Mandip Singh
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Mao Ning
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Marco Rubio
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Seema Shah
Topics
Derek Walbank: 法院的裁决对特朗普政府的关税政策造成了打击，认为其利用国家紧急状态征收关税不合法，并要求在10天内撤销。这项裁决使得与外国的贸易谈判变得更加不确定，因为谈判后关税威胁可能无法完全兑现。不过，裁决不影响对中国进口商品征收的第一批关税。我认为，这项裁决给整个贸易过程带来了不稳定的因素，特朗普政府可能会寻找其他工具来征收关税，导致不确定性和波动性持续。 Howard Lutnick: 我认为关税是重要的外交政策工具。 Goldman Sachs: 我认为法院的裁决只是对总统贸易议程的暂时挫折，可以通过其他税收来弥补。 Donald Trump: 我认为降低关税是谈判，而不是示弱。 Bill Ferrys: 我认为法院的裁决对特朗普政府的关税政策是一个潜在的打击。法院认为，政府以国家安全威胁为由征收这些关税是不合理的。这只会给整个过程带来另一个不稳定的因素，特朗普总统可能会寻找另一种允许他征收关税的工具，导致不确定性和波动性持续。 Seema Shah: 我认为特朗普总统将寻找其他手段来推行他的议程，这只会延长不确定性。

Deep Dive

Chapters
A US court declared many of President Trump's tariffs illegal, impacting his trade strategy and negotiations with other countries. The Trump administration is appealing, but the ruling already creates uncertainty.
  • US Court of International Trade blocked many of President Trump's tariffs, deeming them illegal.
  • The ruling impacts tariffs on imports from numerous countries.
  • Trump administration is appealing the decision, potentially leading to a Supreme Court review.

Shownotes Transcript

On today's podcast:      

  1. President Donald Trump’s tariff strategy has been thrown into turmoil after a US court issued a rare rebuke blocking many of the import taxes he has threatened and imposed on other countries.  

  2. Nvidia Corp. Chief Executive Officer Jensen Huang soothed investor fears about a China slowdown by delivering a solid sales forecast, saying that the AI computing market is still poised for “exponential growth.”  

  3. China blasted the Trump administration’s move to revoke the visas of Chinese students in the US, underscoring the fragility of a recent steadying of ties between the world’s largest economies.

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