莱索托王国自拍偷拍 bad,一个位于南非高原的空泛山国,在特朗普政府践诺的“平等关税”政策下被加征了高达50%的入口关税。
关于这个寰球上最坚苦的国度之一,这是破除性的打击。有分析师悲不雅展望称,工场会关闭,工东说念主会平静,“总共纺织行业将会沦一火”。该国近一半的出口额或将因此隐藏。
莱索托既非经济敌手,也非策略恐吓,只因太穷了买不起好意思国出口商品,形成对好意思交易顺差,就被征收了接近最高上限的关税税率。
这个乖谬又哀痛的案例,被4月3日《大泰西月刊》的驳斥著作引为佐证,著作中刀切斧砍指出,这个案例阐发好意思国现时的关税政策有何等荒唐,皆备是特朗普毫无逻辑的个性的蔓延。
该文作家德里克·汤普森(Derek Thompson)讪笑场地评说念,要交融好意思国现时交易政策,最妥当的一句话是:“没东说念主知说念是怎样回事”(Nobody knows anything)。
The most fitting analysis for this moment, however, does not come from an economist or a financial researcher. It comes from the screenwriter William Goldman, who pithily captured his industry's lack of foresight with one of the most famous aphorisms in Hollywood history: "Nobody knows anything."
汤普森尖锐地指出,特朗普的关税政策“与其说是经济表面,不如说是达达目的艺术(Dadaist)——用乖谬的方法质疑专科存在的必要性”。
各方对关税方针的讲解鬻矛誉盾:交易参谋人彼得·纳瓦罗(Peter Navarro)宣称这是“好意思国史上最大增税盘算推算”,科技界亲特朗普东说念主士帕尔默·拉奇(Palmer Luckey)宣称其终极方针是“通过迫使列国在解决性关税眼前取消现存交易壁垒,最终竣事皆备解放交易”,而经济参谋人斯蒂芬·米兰(Stephen Miran)则将其视为“通过好意思元贬值和重振好意思国制造业处事,再行均衡好意思国与群众经济的有计划”的宏伟盘算推算。
但是,这三个方针——增多财政收入、还原解放交易和调养群众经济——本即是互相矛盾的。这进一步阐发这些关税莫得一个长入连贯的讲解。
These three alleged goals — raising revenue自拍偷拍 bad, restoring free trade, and rejiggering the global economy — are incompatible with one another.
最初,增多财政收入与还原解放交易互相抹杀:一项旨在自我沦一火的纳税政策不行能持久充实国库;其次,解放交易看法与制造业回应方针各分别:若想竣事再工业化,就不行能不竭依赖当初导致铁锈地带(好意思国东北部-五大湖隔邻凄惨的工业区)雕零的群众交易放任政策。解放交易要么是需要捍卫的经济乐园,要么即是亟待毒害的吊唁性政事次序。
The first and second explanations are mutually exclusive: The state can't raise tax revenue in the long run with a levy that is designed to disappear. The second and third explanations are mutually exclusive too: You can't reindustrialize by doubling down on the global-trade free-for-all that supposedly immiserated the Rust Belt in the first place. Either global free trade is an economic Valhalla worth fighting for, or it's the cursed political order that we're trying desperately to destroy.
更乖谬的在于关税的计较方法:所谓“平等”关税,既非镜像复制他国关税水平,亦非均衡双边交易流量,而是一套独到的算法。特朗普团队似乎是基于好意思国与某国的交易逆差除以从该国入口的总数,再流程低能调养,得出新关税。
亚洲在线香蕉一级视频The Trump team seems to have calculated each penalty by dividing the US trade deficit with a given country by how much the US imports from it and then doing a rough adjustment.
在这种计较方法下,无东说念主居住的赫德岛(Heard island)、麦克唐纳群岛(McDonald Islands)被加征10%关税,而驻有好意思英部队的英属印度洋领地(British Indian Ocean Territory)相同上榜。
以莱索托为例,该国对好意思出口价值2.37亿好意思元的钻石与其他商品,同期,由于该国空泛,无力购买大大批好意思国出口商品,形成好意思国对莱索托的交易逆差。逆差与入口额之比畸高,经公式运算后得出50%的新关税。
莱索托马塞卢,女性在街头制作传统巴索托帽并出售 图源:VCG
汤普森讪笑说念:“合计好意思国必须对莱索托坚持纳税才调在俄亥俄州增多钢铁处事岗亭的不雅点失实特殊,失实到我写到这句话时都差点眩晕往常。”
The Trump team seems to have calculated each penalty by dividing the US trade deficit with a given country by how much the US imports from it and then doing a rough adjustment. Because Lesotho's citizens are too poor to afford most US exports, while the US imports $237 million in diamonds and other goods from the small landlocked nation, we have reserved close to our highest-possible tariff rate for one of the world's poorest countries. The notion that taxing Lesotho gemstones is necessary for the US to add steel jobs in Ohio is so absurd that I briefly lost consciousness in the middle of writing this sentence.
这骄气了特朗普关税政策的骨子——它无关经济感性,而是“特朗普东说念主格在总共政府里面的调养推广”(all-of-government metastasis of Trump's personality)。
If the tariffs violate their own internal logic and basic common sense, what are they? Most likely, they represent little more than the all-of-government metastasis of Trump's personality, which sees grandiosity as a strategy to pull counterparties to the negotiating table and strike deals that benefit Trump's ego or wallet.
正如特朗普在《交游的艺术》中坦承的个东说念主玄学:“对准极高方针,不断施压,直到取得我想要的。”这种念念维,使得关税成为权利和杠杆的无穷游戏。
This personality style is clear, and it has been clearly stated, even if its application to geopolitics is confounding to observe. "My style of deal-making is pretty simple and straightforward," Trump writes in The Art of the Deal. "I aim very high, and then l just keep pushing and pushing and pushing to get what I'm after. Sometimes I settle for less than I sought but in most cases I still end up with what I want."
特朗普守旧者将这种“繁芜战术”好意思化为“冲破鸡零狗碎的体系”,但汤普森尖锐指出其代价:经济增长需要正和与持久方案(positive-sum and long-term-oriented),而特朗普的个性持久是零和且急功近利的(zero-sum and urgent)。
“当咱们的交易政策似乎每月都可能因特朗普躬行与群众列国谈判而变调时,一家纺织公司确凿会想在好意思国开设工场吗?在‘解放日关税’激发群众抛售,导致海外阑珊时,制造业企业确凿应该投资不菲的工场扩建吗?”
Trump's defenders praise the president for using chaos to shake up broken systems. But they fail to see the downside of uncertainty.ls a textile company really supposed to open a US factory when our trade policy seems likely to change every month as Trump personally negotiates with the entire planet? Are manufacturing firms really supposed to invest in expensive factory expansions when the Liberation Day tariffs caused a global sell-off that signals an international downturn? Trump's personality is, and has always been, zero-sum and urgent, craving chaos, but economic growth is positive-sum and long-term-oriented, craving certainty for its largest investments.
莱索托的高额关税,最终照见的是一个被个性总揽的交易体系。当财政部长的回答是“咱们只可翘首跂踵”,当经济政策成为达达目的艺术品,当“恐吓、杠杆、衰弱、叠加”(threat, leverage, concession, repeat)的脚本在总共社会和海外交易中献艺,正如汤普森所说:“最可怕的不是关税数字,而是数字背后的信息——咱们都活在这位总统的脑子里,而那边,没东说念主知说念是怎样回事。”
The scariest thing about the Trump tariffs isn't the numbers, but the underlying message. We're all living inside the president's head, and nobody knows anything.
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