華爾街投資者最擔心貿易戰
美國總統唐納德·特朗普對中國商品征收關稅,涉及金額高達每年600億美元,消息傳出后,華爾街投資者對于貿易戰的擔憂甚至超過了對恐怖主義的擔憂。 CNBC聯邦調查(Fed Survey)公布了這一結果。調查發現接受調查的40名華爾街投資者,最大的擔憂是貿易保護主義。有75%的受訪者將對貿易戰的擔憂,排在了通貨膨脹、恐怖主義和美聯儲之前。 在調查期間,有報道稱特朗普準備對中國商品征收關稅,涉及金額達到600億美元,是最初估計金額的兩倍?!度A盛頓郵報》報道稱,特朗普至少將在周五公布部分關稅措施。作為回應,中國國家總理李克強警告稱“中美貿易戰沒有贏家?!卑ǘ嗄陙硗ㄟ^銷售廉價中國商品獲益的沃爾瑪(Walmart)和好市多(Costco)在內的美國零售商,呼吁美國總統重新考慮關稅措施。 經濟學家和自由貿易倡議者也不支持特朗普征收鋼鋁關稅的決定。雖然白宮將允許授予關稅豁免,但豁免規則仍不明確。 投資者似乎非常擔心特朗普的關稅計劃對股市的影響。自去年7月份以來,CNBC調查的受訪者首次降低了對標準普爾500指數的前景預期。 新任美國國家經濟委員會(National Economic Council)主席拉里·庫德洛似乎認為關稅是一種談判工具,而不是最終結局。 本月早些時候,庫德洛接受了《紐約客》采訪,他在提到特朗普時表示:“當特朗普總統宣布對所有國家征收關稅的時候,我是不贊同的。但另一方面,在這些天與總統先生的對話中,他非常明確地指出他自己也不喜歡征收關稅!我認為特朗普總統會推出定向關稅,這是計劃的一部分。而中國將成為被針對的目標?!保ㄘ敻恢形木W) 譯者:劉進龍/汪皓 |
As President Donald Trump imposed tariffs against Chinese products totaling a reported $60 billion annually, fears of a potential trade war are topping even those of terrorism among Wall Streeters. That’s according to a CNBC Fed Survey, which found protectionism to be the top concern among its 40 Wall Streeter respondents. Nearly 75% of survey takers said as much, ranking fears of a trade war above concerns about inflation, terrorism, and the Federal Reserve. The survey comes amid reports that Trump is planning to tax Chinese products for $60 billion annually, double initial estimates. At least some of those tariff measures could come as soon as Friday, the Washington Post reported. In response, Chinese Premier Li KeQiang warned that “no one will emerge a winner from a trade war.” U.S. retailers, including Walmart and Costco, who have benefitted for years by selling cheaper Chinese products, are urging the president to reconsider such a tariff. Economists and free trade advocates have also balked at Trump’s decision to impose tariffs on steel and aluminum. While the White House is now allowing exemptions on the tariffs, the rules for these exemptions are still unclear. And investors appear to worry about how it may affect the stock market. For the first time since July, respondents to CNBC’s survey lowered their outlook of the S&P 500. The new National Economic Council chairman Larry Kudlow appears to see the tariffs more as a negotiating tool than the end game. “Look, I didn’t like it when he announced across-the-board tariffs around the world,” Kudlow told the New Yorker in reference to Trump earlier this month. “On the other hand, in my conversations with the president in recent days, he’s made it very clear he doesn’t like tariffs either! I think you’ll see targeted tariffs, and that’s part of the game. China is probably going to be a target here.” |