跳到主内容
@wquguru
精选70Bloomberg Podcasts(YouTube)宏观多源精选 ×9

美国拟在贸易协议中削减对加拿大金属和汽车关税

US Set to Cut Tariffs on Canada Metals, Autos in Trade Deal

原文
发到 X

It looks like those 50% tariffs, which were scheduled to go on hundreds of items. Uh, will will not. Although there's still some negotiating to be done. And there's a deadline that we're coming up against midnight tomorrow where that will be either. Either those tariffs will be further delayed or we will have a deal that, uh, sort of, uh, takes them off the table. Um, so not just your hockey equipment, but lots of other things, too.

看起来那些原定对数百种商品征收的50%关税,嗯,将不会实施。尽管还有一些谈判要做。而且我们面临一个截止日期,就在明天午夜,届时要么这些关税被进一步推迟,要么我们会达成一项协议,嗯,某种程度上的,嗯,将其从议程上移除。嗯,所以不仅仅是你的曲棍球装备,还有很多其他东西。

Things that, uh, uh, homebuilders and industrial manufacturers in the US, uh, might be interested in. Stuff like plywood, uh, certain cement items. There's consumer goods. It was this sort of mixed bag of, of things that the US put out there and said, we're going to hit all these things unless you start negotiating. And and on the face of it, at least that pressure tactic, uh, seems to have worked. Derek, what's the the feeling of Canadians as it relates to tariffs and the tariff, ongoing tariffs, I guess discussions between the U.S. and Canada.

那些美国房屋建筑商和工业制造商可能感兴趣的东西。比如胶合板,嗯,某些水泥制品。还有消费品。这是美国抛出的一个混合包,说除非你们开始谈判,否则我们将对这些所有东西加征关税。而且从表面上看,至少这种施压策略,嗯,似乎奏效了。德里克,加拿大人对关税以及美加之间持续的关税讨论有什么感受?

Is there just fatigue about at all? Is there a. sense of anti-Americanism? What's the what's the feeling up in Canada these days as to the tariffs? I'd say, you know, it's complicated. And obviously, you know, it depends on the politics of who you talk to. So last year, there was, I would say at the beginning of this, the overall sense, you know, was betrayal. What do you mean? There's going to be all these tariffs. Trump signed a trade deal with Canada in his first term.

是否已经感到疲惫?是否有反美情绪?加拿大目前对关税的感受如何?我会说,你知道,这很复杂。显然,你知道,这取决于你与谁交谈的政治立场。所以去年,我会说在这件事开始时,整体感受是背叛。什么意思?会有所有这些关税。特朗普在他的第一个任期内与加拿大签署了一项贸易协议。

That deal is not very old you know. So uh I would say it's now a little bit more mixed there. You know, there that sense still exists. There are still, um, anti-American signs and bumper stickers out there. Um, there's also some fatigue. Uh, we know within the business community, there is also a bit of a sense of, you know, we we have to get some things that we get certainty. So, so we can move on. Because the longer you had this hanging out there, uh, of, uh, tariffs could go up and down any particular day.

那份协议并不算太旧,你知道。所以我会说现在情况更加复杂了。你知道,那种感受仍然存在。仍然有反美标志和保险杠贴纸。嗯,也有一些疲惫感。我们知道在商界内部,也有一种感觉,你知道,我们必须得到一些确定性。这样我们才能继续前进。因为这种关税可能随时上下波动的局面拖得越久。

The harder it is, particularly for manufacturers to, to make investment decisions. And so 18 months of this is is quite a long time. And there has been a, uh, current of thinking in parts of the business community that like, even if we have to accept something that looks like a bad deal, that is, that is better than no deal. So, uh, so it's it's it's complicated. You know, if you look at public opinion surveys, there's still a lot of appetite for people retaliating.

对制造商来说,尤其是做出投资决策就越困难。所以18个月的时间确实很长。而且在商界的某些部分有一种思潮,即使我们必须接受一个看起来像是不好的协议,那也比没有协议要好。所以,嗯,所以这很复杂。你知道,如果你看民意调查,仍然有很多人倾向于进行报复。

And, you know, there's still lots of people avoiding trips and tourism from Canada, the US, all these things are still way down. Yeah. It's not just, um, Canadians avoiding traveling to the U.S. for vacation or perhaps selling their second home, but also there are these bans on sales of U.S. wine and spirits. And I know this is something that the Trump administration has been very focused on. As much as there is a discussion between Canada and the U.S. on, um, tariffs and whatnot, how much control or how much oversight does Mark Carney, the Prime Minister, and his administration, have over what individual provinces do when it comes to banning sales of this US alcohol.

而且,你知道,仍然有很多人避免从加拿大、美国出发的旅行和旅游,这些活动都还远未恢复。是的。不仅仅是加拿大人避免去美国度假或可能出售他们的第二套住房,而且还有这些对美国葡萄酒和烈酒的销售禁令。我知道这是特朗普政府非常关注的事情。尽管加拿大和美国之间在关税等问题上有讨论,但总理马克·卡尼及其政府对于各省在禁止销售这些美国酒类方面有多大的控制权或监督权呢?

I mean, the provinces control that. Um, but Carney certainly you know, he's got he's got moral suasion and that's what he's trying to exercise. He met with the premiers of the provinces yesterday to kind of outline, you know, some of the broad terms of the deal. We don't know how much detail he got into because the deal is not done yet. Aspects of this are still still being negotiated. He can't actually force the premier of Ontario or the premier of Quebec to put that stuff back.

我的意思是,各省控制着这一点。嗯,但卡尼当然,你知道,他有道德说服力,而这就是他试图行使的。他昨天会见了各省省长,大致概述了协议的某些广泛条款。我们不知道他涉及了多少细节,因为协议尚未完成。其中的一些方面仍在谈判中。他实际上不能强迫安大略省省长或魁北克省省长把这些东西放回去。

Um, but what he can say and what we believe he is saying is, you know, if you don't put it back, our whole deal is going to fall apart because because that thing was such a visible, you know, in-your-face kind of countermeasure. And the reason that the provinces did it is it's not it's actually one of the few levers they had. Right? Provincial governments that can't do tariffs. They don't control the border, you know, but they do control that.

嗯,但他能说的是,我们相信他正在说的是,你知道,如果你不把它放回去,我们的整个协议就会崩溃,因为那件事是如此显眼、如此面对面的一种反制措施。而各省这样做的原因是,这实际上是他们拥有的少数几个杠杆之一,对吧?省级政府不能征收关税。他们不控制边境,你知道,但他们确实控制着那个。

And and that's why they went down that route. And it clearly bugged the US side. And and that's why they stuck with it.

而这正是他们走那条路的原因。这显然惹恼了美方。而这正是他们坚持这样做下去的原因。

更进一步:量化金融体系

看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力

进入量化体系 →

关联讨论

同一事件的更多信源

相似阅读

另一事件,读法相近