近日,美国微软全国广播公司(MSNBC)主持人斯蒂芬妮・吕勒(Stephanie Ruhle)在节目中提及近日来特朗普政府的关税政策表示,与她交谈过的每一位投资者都表示,美国目前正面临信心危机,消费者信心跌至1952年以来的第二低水平,而且大家对于恢复这种信心毫无办法。
Every investor I’ve spoken with says the US is facing a crisis in confidence — and they have no idea what, if anything, could restore it.
MSNBC网站把她的这期节目整理成文字版,题为《特朗普的关税政策最让我害怕的是什么》(What scares me most about Trump’s tariff whiplash),观点犀利新颖,今天和与大家整理分享。
特朗普,把两头人都得罪完了
文章首先表示,即便特朗普近期在“对等关税”上有些许“找补”的缓和行为,市场仍然震荡不已,因为政府做决策的基础并非基于事实。而特朗普此番操作,实则得罪两拨人。
一方是与美国的贸易逆差国;他们看似有很多机会能和美国达成协议,但实际上这是没可能的。
For those who believe countries were scrambling to make a deal because they were so panicked by these enormous tariffs: What is that deal? What do you think those countries can do to erase its trade deficit with the United States? The answer is that it can’t. 有些人相信,一些国家惧怕美国的高额关税,因此匆忙赶来和美国达成协议,但能达成什么协议呢?这些国家如何才能消除对美国的贸易逆差呢,答案是,这是没可能的。 And if you want to onshore all of our manufacturing, that will take trillions of dollars and 20 years. 而且,如果要把我们所有的制造业都转移到国内,那将需要数万亿美元的资金和20年的时间。
而特朗普的一张大嘴也劝退了美国的老派西方盟友,吕勒直言:我们的盟友,是不会跟在电视上说“kiss my ass”的总统合作的……
For our allies in the West, they are certainly not rushing to partner up with us — not with a president who goes on national television and brags about how other countries are “kissing my ass.” 对于我们在西方的盟友来说,他们当然不会急于与我们合作——不会与一位在国家电视台上吹嘘其他国家如何“亲吻我的屁股”的总统合作。
近日美国,debuff叠满
近期的美国,接连出现让美国信誉扫地的事件,其中有些甚至非常离谱,包括但不限于:国防部长群聊拉错人提前泄密美军作战计划、农业部长“蛋荒”期间劝民众垒鸡窝等等、炒公务员等等……
吕勒感叹:我们已经失去了大量的信誉和信任。
It’s safe to say the perch that we and our American exceptionalism sat on, even a few months ago, has certainly been lowered. 可以肯定地说,几个月前我们和我们的美国例外论所占据的基石无疑已被削弱。 We have an agriculture secretary who tells us to build chicken coops because eggs are expensive. A defense secretary sharing military secrets in a private, unsecured group chat. We’re deporting people without due process. We’re potentially lawlessly firing thousands of federal workers and defunding science while planning to set up a “Crypto Strategic Reserve.” We have lost an enormous amount of credibility and trust. 农业部长告诉我们要建鸡舍,因为鸡蛋太贵了。国防部长在未加密的私人群聊中泄露军事机密。未经正当程序就把人驱逐出境。在可能不合规的情况下炒掉数千名联邦工作人员,并在计划建立“加密货币战略储备”的同时取消对科学的资助。我们已经失去了大量的信誉和信任。
美国国防部“拉错群”事件。CNN制图
吕勒表示,但让我感到害怕的是,我交谈过的每一位投资者,即使是那些支持总统的投资者,都给我同样的信息:如果债券市场继续下跌,这实际上会导致国家破产。
她接着说:破产,特朗普可是深谙其道。(注:特朗普从商期间数次破产却东山再起。从1991年到2009年,特朗普旗下企业共经历了六次破产重组。)
But what scares me is that every investor I speak with, even those who backed the president, gives me the same message: If the bond market continues to drop, that will effectively bankrupt the country. And bankruptcy is something Trump knows a lot about.
编辑:李雪晴
来源:美国微软全国广播公司
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