关税对美国和世界经济的影响（第二部分）。
特朗普对华加征关税被视为愚蠢行为，其初衷仅是取悦支持者，但却导致iPhone等商品价格飙涨及美国通胀加剧，影响消费者。政策的逆转损害了美国的全球信誉，使其在国际经济中失去领导地位，结果引发全球不满和信任危机。
#European Union
The Real Cost of Tariffs on US Global Leadership.
The series “The Real Cost of Tariffs on US and World Economies” explores the adverse effects of Trump’s tariffs, indicating they contribute to inflation, recession, and stagflation. While designed to protect US jobs, they threaten economic stability, provoke tensions with allies, and may enhance China’s global manufacturing strength, undermining US competitiveness.
Luis Maizel’s Monthly Letter: Will The Rule Of Law Prevail?
The content discusses the current state of the U.S. economy and its global implications. It highlights President Trump’s tumultuous presidency and significant tariff impacts. Mixed economic trends are noted, with rising unemployment and declining consumer confidence. Trade tensions, especially with China, and immigration issues affect forecasts. Mexico shows cautious economic growth amid uncertainties.
The Real Cost of Tariffs on US and World Economies (Part 3).
The article critiques Trump’s tariff policies and argues they strengthen China’s market position by pushing them to diversify exports and invest overseas. It highlights how U.S. strategy has weakened alliances, eroded credibility, and led to economic instability, while China has gained technological and manufacturing superiority, positioning itself as a global leader.
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The Absence of Mexico’s President at Francis’ Funeral: A Deep Dive.
Ciro Gómez Leyva questions why Mexico’s president did not attend the funeral of Pope Francis, considering Mexico’s strong Catholic population. The article critiques the government’s neoliberal stance amid worsening social issues. It highlights Francis’ views on compassion and critiques of individualism, while addressing the separation of church and state in Mexico’s socio-political landscape.
MAGA and the 4T: Transformation or Regression?
Donald Trump’s attendance at Pope Francis’ funeral highlighted tensions in U.S.-Mexico relations, contrasting with Claudia Sheinbaum’s absence due to her cautious approach. Both leaders, despite differing styles, share similar ideologies and tactics aimed at dismantling state institutions and maintaining control over the judiciary and media, threatening democratic principles in their countries.
Trump’s Tariff Tactics: A Geopolitical Gamble
The cartoon depicting Xi Jinping and Donald Trump illustrates contrasting leadership philosophies. Trump’s tariff policies aim to reshape global relations, particularly with China and Germany, but risk significant economic backlash. His approach could undermine international trust, while effective responses from Mexico highlight the importance of strategic composure amidst geopolitical turmoil.
IMF World Economic Outlook Apr 2025.
The World Economic Outlook highlights a global growth slowdown exacerbated by rising risks. To address this, policies must be adjusted to manage growth-inflation trade-offs and internal imbalances. Emphasizing healthy aging, reducing gender disparities, and matching migrant skills to labor needs, along with infrastructure investments, is essential for reviving economic momentum.
A Conversation With Historian Sir Niall Ferguson On Trump, Tariffs, And China.
Richard Engel and Yalda Hakim engage with esteemed historian Sir Niall to explore pressing global issues, including culture and trade wars, as well as the potential for conflict over Taiwan. Sir Niall reflects on the Trump presidency, suggesting that the US may face significant polling challenges in the coming year.
Larry Fink’s BlackRock 2025 Annual Chairman’s Letter to Investors
The post emphasizes the evolution of capital markets aimed at democratizing investing, highlighting BlackRock’s role in expanding access to private markets. It discusses the historical context of investing, growth in market participation, and future potential driven by innovations like tokenization. The focus remains on creating broader investment opportunities for all individuals.