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Ep. 2173 - FALLOUT: Stock Market Drops, Trump Pushes On
2025/4/4
The Ben Shapiro Show
B
Ben Shapiro
Ben Shapiro: 特朗普政府的新关税政策导致美国股市暴跌，创下2020年以来最大跌幅。这不仅影响了华尔街，也严重影响了美国民众，因为许多美国人通过401k等计划持有股票。忽略股市数据不是好的分析方法，股市数据能反映经济状况。市场对特朗普政府政策的不确定性感到恐慌，因为无法预测下一步行动。关税政策对美国就业的积极影响尚不明确，一些公司已经开始裁员。高关税和贸易战本身并不好，除非有其他合理的理由。美国民众普遍反对新关税。特朗普政府的关税政策可能导致美国企业债务问题加剧，并损害了依赖进口原材料的美国企业。白宫为其关税政策提出的理由含糊不清，目标不明确，声称外国贸易造成了“国家紧急状态”的说法并不准确。“对等”或“回应”性质不明确，加剧了市场的不确定性。特朗普政府将贸易逆差与进口商品数量联系起来，这种说法是错误的。
Tanvir Ratna: 特朗普的新关税政策是全面重置全球贸易秩序的第一步，旨在降低美国债务融资成本。通过制造市场不确定性，降低债券收益率，从而降低美国债务融资成本。关税政策旨在刺激国内产业复苏，但存在通货膨胀和全球报复性风险。
Ezra Klein: 民主党在治理中倾向于将各种目标堆积到同一法案中，导致政策难以实施。特朗普的关税政策也存在多个相互冲突的目标。政府应该关注商品供应，而不是仅仅关注补贴。政府应该关注目标的实现，而不是政策手段，在增加住房供应方面，应该减少监管，增加市场化建设。
Deep Dive
The stock market experienced a steep decline due to investor fears over President Trump's new tariff plans and potential global trade war. The market's reaction is driven by uncertainty about the administration's next steps and the potential for prolonged economic disruption.
- The U.S. market suffered its steepest decline since 2020 due to fears of a global trade war triggered by Trump's tariffs.
- Investors are concerned about conflicting messages from the White House, leading to uncertainty and market instability.
- Analysts suggest a long-term investment strategy of holding onto investments during market dips, but the duration of the dip remains a concern.
- Markets can typically price in external shocks, but the unpredictability of the White House's actions is causing fear and prompting investors to pull out their money.
Shownotes Transcript