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cover of episode How many trade wars are we in right now?

How many trade wars are we in right now?

2025/6/2
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Marketplace All-in-One

AI Deep Dive AI Chapters Transcript
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B
Bobby Kogan
L
Laura Dove
L
Lena Mosley
M
Mary Lovely
N
Neela Richardson
O
Olu Sonola
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Sarah Binder
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Tyler Jackson
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知名游戏《文明VII》的开场动画预告片旁白。
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Olu Sonola: 我认为现在的情况不应该被称为贸易战,更像是一种贸易上的小冲突。如果从美国整体政策来看,那可能算是一场大型贸易战。所以,我们可能正在与多个国家或地区进行贸易战,或者正处于与它们爆发贸易战的边缘。我认为我们应该习惯关税的存在,因为在任何地缘政治问题中,贸易都被视为一种工具。我预计至少在未来三年内,贸易形势都将充满不确定性。 Lena Mosley: 我觉得当前的关税政策似乎更多地取决于特朗普总统的个人想法和感受,这使得其他贸易伙伴很难提出解决方案。而且,目前还不清楚美国的目标到底是什么。是为了让制造业岗位回归美国吗?还是为了解决芬太尼、移民、技术或国家安全问题?由于缺乏明确的目标和流程,其他国家很难信任美国。如果我是外国政府,我会担心即使我们达成了协议,也无法保证美国会遵守承诺。 Mary Lovely: 我认为特朗普政府今天的关税政策比2018年更加广泛。之前的关税是通过正规流程实施的,依据美国法律,经过调查,并基于国家安全考虑而征收有针对性的关税。但现在的情况似乎更加随意,缺乏明确的规则和程序。

Deep Dive

Chapters
Experts disagree on the number of current trade wars, with opinions ranging from zero to three. The current tariffs are larger and less legally-based than those of 2018, making it hard for trading partners to trust the US and find solutions. The likelihood of tariffs ending soon is low.
  • Disagreement on the number of current trade wars (0-3)
  • Current tariffs are larger and less rule-based than in 2018
  • Lack of trust from trading partners due to unclear objectives and lack of process
  • Tariffs likely to persist for at least three years

Shownotes Transcript

It depends on who you ask. But we can all agree that this round of tariffs is not the same as the ones President Trump enacted during his first term. In this episode, we compare the tariffs of 2018 to the chaotic rollouts and rollbacks of 2025. Plus: We visit Utah County, one of the youngest areas in the U.S., with ADP chief economist Nela Richardson.

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