Bessent:49%是地板 73%是天花板 马照跑舞照跳中国又赢了
Update (0812ET):
U.S. Treasury Secretary Scott Bessent appeared on Bloomberg TV to discuss the newly announced 90-day suspension of most tariffs between the United States and China.
Below is a summary of key takeaways from the interview, as reported by Bloomberg:
BESSENT: BOTH SIDES AGREE WE DON’T WANT GENERALIZED DECOUPLING
BESSENT: PHASE ONE TRADE DEAL WITH CHINA OFFERED A TEMPLATE
BESSENT: WILL SEE WHERE THE FINAL CHINA RECIPROCAL TARIFF ENDS
BESSENT: CURRENT TARIFF LEVEL FOR CHINA IS A ‘FLOOR’
BESSENT: APRIL 2 LEVEL WOULD BE A CEILING FOR CHINA
BESSENT: NOW HAVE A PROCESS IN PLACE TO AVOID CHINA ESCALATION
BESSENT: IMPLAUSIBLE TARIFFS ON CHINA GO BELOW 10%
BESSENT: WANT TO SEE CHINA BOOST CONSUMPTION, OPEN THEIR MARKET
BESSENT: CHINA MET PHASE-ONE OBLIGATIONS UNTIL BIDEN NEGLECT
BESSENT: ESCALATORY TARIFFS WERE LIKE US–CHINA EMBARGO
BESSENT: CAN ALWAYS GO BACK TO APRIL 2 LEVEL FOR CHINA TARIFFS
BESSENT: SEE PHONE CALL BEFORE MEETING FOR TRUMP AND XI
BESSENT: IF CHINA ACTS, PERHAPS FENTANYL TARIFF COULD COME DOWN
BESSENT: NOT PUSHING FOR DEATH PENALTY ON FENTANYL PRODUCTION
U.S. Treasury Secretary Scott Bessent appeared on Bloomberg TV to discuss the newly announced 90-day suspension of most tariffs between the United States and China.
Below is a summary of key takeaways from the interview, as reported by Bloomberg:
BESSENT: BOTH SIDES AGREE WE DON’T WANT GENERALIZED DECOUPLING
BESSENT: PHASE ONE TRADE DEAL WITH CHINA OFFERED A TEMPLATE
BESSENT: WILL SEE WHERE THE FINAL CHINA RECIPROCAL TARIFF ENDS
BESSENT: CURRENT TARIFF LEVEL FOR CHINA IS A ‘FLOOR’
BESSENT: APRIL 2 LEVEL WOULD BE A CEILING FOR CHINA
BESSENT: NOW HAVE A PROCESS IN PLACE TO AVOID CHINA ESCALATION
BESSENT: IMPLAUSIBLE TARIFFS ON CHINA GO BELOW 10%
BESSENT: WANT TO SEE CHINA BOOST CONSUMPTION, OPEN THEIR MARKET
BESSENT: CHINA MET PHASE-ONE OBLIGATIONS UNTIL BIDEN NEGLECT
BESSENT: ESCALATORY TARIFFS WERE LIKE US–CHINA EMBARGO
BESSENT: CAN ALWAYS GO BACK TO APRIL 2 LEVEL FOR CHINA TARIFFS
BESSENT: SEE PHONE CALL BEFORE MEETING FOR TRUMP AND XI
BESSENT: IF CHINA ACTS, PERHAPS FENTANYL TARIFF COULD COME DOWN
BESSENT: NOT PUSHING FOR DEATH PENALTY ON FENTANYL PRODUCTION
17 个评论
2018年301条款平均近20% + 芬太尼20% + 10% = 50%
90天后若谈崩,50%+24% =74%, 不过大概率继续拖延。
美國行動:美國將取消2025年4月8日和4月9日對中國加徵的附加關稅,但保留2025年4月2日之前對中國加徵的所有關稅,包括第301條款關稅、第232條款關稅、根據《國際緊急經濟權力法》為應對芬太尼國家緊急狀態而徵收的關稅
90天后若谈崩,50%+24% =74%, 不过大概率继续拖延。
美國行動:美國將取消2025年4月8日和4月9日對中國加徵的附加關稅,但保留2025年4月2日之前對中國加徵的所有關稅,包括第301條款關稅、第232條款關稅、根據《國際緊急經濟權力法》為應對芬太尼國家緊急狀態而徵收的關稅