美国与世界经济的关税真实成本。
特朗普的关税政策对美国及全球经济产生深远影响，包括推高物价、减缓经济增长、削减利润及增加失业等。尽管预计将为政府带来可观收入，长期而言，这些关税将削弱美国经济，同时使中国等国寻求多元化市场，影响全球供应链。
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Jamie Dimon Letter to JP Morgan Chase Shareholders on Annual Report 2024.
In 2024, JPMorganChase faced global challenges while achieving record revenues of $180.6 billion and net income of $58.5 billion. The firm emphasized its role in economic growth, extending $2.8 trillion in credit, and addressing corporate responsibilities. Concerns about geopolitical tensions and economic stability persist, underscoring cautious optimism for the future.
Fareed Zakaria on Trump’s Tariffs
Donald Trump’s “Liberation Day” policy aims to impose significant tariffs globally, reflecting his belief that the U.S. is a victimized entity exploited by other nations. He perceives the country’s loss of jobs, industries, and wealth as an injustice that requires rectification through aggressive trade measures.
For a Fistful of Tariffs
The article discusses the significant impact of Donald Trump’s tariff policies on global politics and trade. It argues that Trump’s confrontational approach destabilizes established economic systems, prompting countries to rethink their alliances and strategies. The piece highlights increased cooperation among former rivals, a rise in European strategic autonomy, and emerging uncertainties regarding global stability.
Mexico’s Protectionist Response to US Protectionism.
The Morenismo movement celebrates Trump’s announcements despite facing 25% tariffs, leading to temporary production closures and layoffs. Mexico’s government proposes a more protectionist stance than Trump’s, focusing on self-sufficiency and job creation. However, this approach risks weakening the economy amid looming recession and inadequate resources for ambitious plans.
The Real Cost of Tariffs on US and World Economies.
Trump’s tariffs are intended to protect U.S. industries but have led to significant economic repercussions, including inflation, recession, and stagflation. The tariffs impact U.S. GDP negatively and trigger retaliatory measures from other countries, disrupting global trade and supply chains, particularly affecting industries reliant on exports. The ongoing economic implications warrant close monitoring.
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Confronting Adversity: Mexico’s Path Ahead
Present-day Mexico faces significant challenges stemming from both foreign and domestic issues, exacerbated by the government’s actions over the past seven years. The economy is declining due to poor management, high spending, and neglect of fundamental reforms. The choice is clear: assign blame or take decisive action to foster trust and economic growth.
Luis Maizel’s Monthly Letter: This Puzzle is Missing Pieces.
The letter discusses global uncertainty due to unpredictable U.S. tariffs and ongoing international crises, particularly between Russia and Ukraine and in the Middle East. It highlights economic impacts, including rising car prices and decreased consumer confidence, while noting contrasting investment influxes. Mexico’s economic challenges are also analyzed amidst these tensions.
El papel de México en la guerra comercial entre EE.UU. y China.
En la 81 Asamblea Anual de CAINTRA, el exembajador Jorge Guajardo subrayó que el verdadero peligro para la industria mexicana proviene de China, no de Trump. Su conferencia es esencial para empresarios y tomadores de decisiones que buscan entender los desafíos actuales en la economía mexicana.
To War, With A Boy Scout Kit.
The European Union lacks the necessary means to defend itself against Russian aggression without U.S. involvement, as emphasized by King Felipe VI. The proposed 800 billion euro rearmament plan raises questions about funding amidst national debts, while concerns grow over Germany’s military resurgence and far-right political movements within the bloc.