cover of episode Prepping for all possibilities

Prepping for all possibilities

2025/6/25
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Alan Wolff
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Benjamin Napier
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Beth Pride
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Bill Reinsch
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David Whiston
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Deborah Aoki
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George Francis
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J.J. Otero
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James Ashurst
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Jeff Harmoning
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Jeff Trexler
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Mark Cohen
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Michael Hicks
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Mike Chavez
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Mike Daher
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Nadia Porter
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Stephen Collis
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Wendy Liebman
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Beth Pride:作为BPE Global的咨询总裁,我认为在当前国际贸易形势下,企业面临极大的不确定性。我们可能在两周后迎来一系列贸易协议,也可能面临关税的全面恢复,甚至可能出现延期。由于局势难以预测,企业必须为各种可能性做好准备。我们主要通过提供信息,帮助企业了解维持现有供应链可能带来的财务影响,从而更好地管理这种不确定性,而不是试图消除它。 Bill Reinsch:作为战略与国际研究中心的资深顾问,我认为目前已签署的美英贸易协议,其意向性远大于实质性。虽然双方在钢铁、牛肉和乙醇等商品的贸易便利化方面做出了一些让步,但大部分内容仍停留在未来就具体议题进行讨论的层面。这可能预示着美国与其他国家达成的协议也将类似,即包含大量承诺、问题拖延以及少数实质性让步,以便美国能够对外宣称胜利。 Alan Wolff:作为彼得森国际经济研究所的资深研究员,我认为股票市场对美国可能实施的高关税政策非常敏感。因此,美国总统在实施关税时可能会采取更为谨慎的态度,逐步推进。同时,我认为目前10%的基本关税可能会在较长一段时间内维持不变。

Deep Dive

Shownotes Transcript

Just two weeks out from the Trump administration’s tariff pause deadline, no one is quite sure what to expect. In this episode, experts weigh in on what sort of deals the U.S. is likely to make and how businesses are preparing in the meantime. Plus: “Value seeking” consumers want the most bang for their buck, economic uncertainty puts the brakes on RV sales, and Indigenous jewelry makers struggle as silver prices rise.

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