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cover of episode How Trump’s Trade Deals Could Impact Jobs, Prices and Inflation

How Trump’s Trade Deals Could Impact Jobs, Prices and Inflation

2025/6/16
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A
Alexis Madrigal
D
David Goldman
K
Kevin Truong
S
Sid Malladi
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David Goldman: 作为CNN商业的执行编辑，我认为特朗普政府的关税政策旨在重建美国制造业，恢复贸易平衡，增加收入并控制边境。然而，这些目标相互冲突，导致政策摇摆不定。市场已经逐渐适应了这种不确定性，认为特朗普总会在极端情况下退缩。尽管如此，关税仍然对企业，特别是小型企业，造成了实际的财务压力，并可能影响消费者情绪。 Kevin Truong: 作为旧金山标准报的商业编辑，我观察到本地企业正处于“关税炼狱”中，难以预测政策走向。他们不得不囤积商品，提高价格，甚至依赖社交媒体获取最新信息。即使关税有所降低，企业仍然需要调整经营方式，并考虑是否将价格上涨转嫁给消费者。小型企业尤其难以应对这种不确定性，许多企业面临倒闭的风险。 Sid Malladi: 作为Nuvo的CEO，我看到关税正在通过多种方式影响企业。首先，成本波动迫使企业要么提高价格，要么压缩利润。其次，企业正在探索调整产品组合，以弥补利润损失。最后，面临现金流压力的企业开始与供应商重新谈判付款条件。能够快速适应的企业才能在关税制度下取得成功，而那些原地踏步的企业则会感受到痛苦。企业最好采取多元化的供应商策略，以便根据国际贸易协议的变化更轻松地调整采购支出。 Justine: 作为一家小型马匹进口商，我深受关税政策的影响。特朗普政府突然对进口马匹征收50%的关税，这让我措手不及。虽然关税后来有所下调，但仍然对我的业务造成了很大的财务压力。我不得不时刻关注政策变化，并尽力在关税生效前完成交易。 Jenny: 作为一家可持续家居用品企业的经营者，我们主要从欧洲进口产品。特朗普政府的关税政策对我们造成了很大的冲击。我们不仅要承担关税带来的成本增加，还要应对客户的不理解。由于关税的不确定性，我们无法预测未来的销售额，不得不暂停销售某些产品，并告知客户可能需要承担关税。这对于像我们这样已经受到疫情和零售市场不景气影响的小企业来说，无疑是雪上加霜。

Deep Dive

Chapters
Small businesses are facing uncertainty due to fluctuating tariffs. They are resorting to various strategies, including hoarding products and adjusting prices, to navigate this challenging environment. The impact on businesses ranges from significant cost increases to the need for last-minute adjustments in product launches.
  • Small businesses are in "tariff purgatory", unsure of the future.
  • Businesses are hoarding products and adjusting prices.
  • A product launch was impacted by sudden tariff changes.

Shownotes Transcript

After months of sparring over tariffs, the Trump Administration says it has reached a deal with China on  trade negotiations, but many businesses and consumers are still feeling uncertain about the economy. The deal imposes 55% tariffs on most Chinese imports, down from President Trump’s earlier 145% tariffs that would have made it prohibitively expensive for many U.S. businesses to import goods from China, our second-largest trading partner. The back-and-forth trade policies have left businesses ranging from souvenir shop owners in Chinatown to big box stores unsure how to plan for the future. We’ll talk about what the current tariff deals look like and what they could mean for jobs, prices and inflation.

Guests:

**Kevin Truong, **business editor, The San Francisco Standard

**Sid Malladi, **CEO and founder, Nuvo

**David Goldman, **executive editor, CNN Business

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