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美对加拿大商品征收50%关税,加方承诺等额反制

Bloomberg This Weekend | Trade War Escalates, Pushback on Beef Plan, Bond Market Intervention

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关税落地且触发明确反制,直接改变跨境贸易成本结构,影响相关大宗商品与跨国企业供应链,需关注后续市场反应。

DAVID: BREAKING NEWS, PRESIDENT TERMS TRADE WAR ESCALATES. LAST-MINUTE TALKS WITH CANADA FELL APART OVER NIGHT IN SPITE OF POSITIVE MESSAGING HOURS BEFORE. PRES. TRUMP: WE SHOULD BE ABLE TO HAVE A DEAL WITH CANADA. DAVID: NOW FRESH 50% TARIFFS ARE IN EFFECT ON BILLIONS OF DOLLARS OF CANADIAN GOODS. CHRISTINA: THE WHITE HOUSE UNVEILS PLANS TO LOWER BEEF PRICES BUT SOME AMERICAN CATTLEMEN AND LAWMAKERS HAVE BEEF WITH THE PROPOSAL.

DAVID: THE PRESIDENT WEIGHS IN ON THE TREASURY DEPARTMENT'S BOND BUYBACKS AND THE POTENTIAL FOR MORE INTERVENTION. PRES. TRUMP: ANY TIME INTERVENTION, THAT'S ONE. THE ULTIMATE INTERVENTION IS OUR MILITARY. [MUSIC PLAYING] CHRISTINA: WAS THAT YOU GROANING AT MY BEEF PUN? DAVID: AUDIBLY. CHRISTINA: COMING TO YOU LIVE FROM OUR WORLD HEADQUARTERS IN NEW YORK, ON CHRISTINA RUFFINI. DAVID: I AM DAVID GURA, AUGUST 22, WELCOME TO OUR LISTENERS AND VIEWERS ON OUR BLOOMBERG PLATFORMS, RADIO, TELEVISION, BLOOMBERG.COM, IN THE BUSINESS APP.

TO RECAP THE TOP OF THE SHOW, THERE WAS A LOT OF POSITIVE FEELING INTO THE LAST-MINUTE TALKS BETWEEN THE UNITED STATES AND CANADA IN WASHINGTON, D.C.. THE VIBES WERE GOOD. CHRISTINA: THIS WAS NOT ON OUR RADAR. DAVID: THAT IT FELL APART. WE WILL SEE WHAT HAPPENS WITH PROMISED RETALIATION FROM PRIME MINISTER CARNEY AND THE U.S. TRADE REPRESENTATIVE JAMIESON GREER INDICATING THE U.S. WILL RESPOND IN KIND. CHRISTINA: 900 BILLION DOLLARS IN BILATERAL TRADE ON THE LINE.

WE WILL GO TO ALEXIS FOR THE HEADLINES. ALEXIS: IT IS OUR TOP STORY. THE U.S. SLAPPING 50% TARIFFS ON BILLIONS OF DOLLARS OF CANADIAN PRODUCTS AFTER TALKS BETWEEN THE TWO LONG-TIME ALLIES BROKE SLAP -- LATE LAST NIGHT. THE TARIFFS TAKE EFFECT IMMEDIATELY ON HUNDREDS OF ITEMS INCLUDING PLYWOOD, LIQUOR, EVEN HOCKEY GEAR. PRIME MINISTER CARNEY PROMISES RETALIATION SAYING "CANADA WILL MATCH THOSE TARIFFS DOLLAR FOR DOLLAR TO PROTECT OUR WORKERS AND BUSINESSES."

THE TWO SIDES BLAME EACH OTHER FOR THE COLLAPSE IN TALKS. SAYING CANADA MADE 11TH HOUR DEMANDS THAT OFFENDED A DRAFT DEAL MADE EARLIER THE WEEK. PRESIDENT TRUMP WAS IN NORTH CAROLINA MAKING A LAST-MINUTE APPEAL FOR SENATOR DARLINE GRAHAM , HIS PICK TO REPLACE HER BROTHER, LATE SENATOR LINDSEY GRAHAM PEER GROUP PRES. TRUMP: WE ARE GOING TO STOP THE RADICAL LEFT DEMOCRAT COMMUNISTS IN SOUTH CAROLINA AND ACROSS THE NATION.

WE ARE GOING TO ELECT SENATOR DARLINE GRAHAM TO FIGHT, FIGHT, FIGHT FOR SOUTH CAROLINA AND TO ALWAYS PUT AMERICA. ALEXIS: VOTERS WILL DECIDE TUESDAY IF GRAHAM OR RALPH NORMAN WILL BE ON THE BALLOT. DON ROBERTS IS ALLOWING THE WHITE HOUSE TO CONTINUE CONSTRUCTION ON PRESIDENT TRUMP'S $400 MILLION BALLROOM PROJECT FOR NOW. ROBERTS SIGNED A TEMPORARY ORDER YESTERDAY ALLOWING WORK TO CONTINUE ALL THE COURT CONSIDERS AN EMERGENCY APPEAL FROM A TRUMP ADMINISTRATION.

THE LOWER COURT ORDERED A HALT TO THE PROJECT FINDING THAT IT MUST HAVE CONGRESSIONAL APPROVAL. U.S. CATTLE RANCHERS AND THE REPUBLICANS WHO REPRESENT THEM ARE PUSHING BACK ON PRESIDENT TRUMP'S PLAN TO ALLOW MORE BEEF TO BE TEMPORARILY IMPORTED INTO THE U.S. TARIFF FREE AND SOLD AT 25% BELOW CURRENT MARKET PRICES. BEEF PRICES HAVE BEEN SOARING TO RECORD HIGHS IN A SHORTAGE. THEY WARN THAT INCREASING IMPORTS COULD HURT AMERICAN RENTERS WHO ARE SEEING RARE PROFITS THIS YEAR.

CALIFORNIA GOVERNOR GAVIN NEWSOM SAYS HE PREFERS A SETTLEMENT OF THE STATE ATTORNEY GENERAL'S LAWSUIT OPPOSING PARAMOUNT SKYDANCE'S ACQUISITION OF WARNER BROS. DISCOVERY "IF IT'S A GOOD DEAL." HE WEIGHED IN AHEAD OF PLAN TALKS MONDAY HEAD OF PARAMOUNT AND THE STATE'S CHALLENGING 110 BILLION DOLLAR MERGER. THE PARAMOUNT CEO DAVID ELLISON IS THREATENING TO MOVE THE COMPANY OUT OF CALIFORNIA. A BOARD VOTE COULD COME AS EARLY AS OCTOBER.

DAVID: THANK YOU VERY MUCH. IT IS COSTING MONEY THE LONGER THAT IT DRAGS ON. CHRISTINA: IT'S THE MERGER THAT NEVER IN SPIRIT WE'VE BEEN COVERING IT SINCE I STARTED HERE. DAVID: THE TOP STORY, JOINING US IS JEFF MASON, THE WHITE HOUSE CORRESPONDENT FROM BLOOMBERG NEWS AND A COLUMNIST FROM BLOOMBERG NEWS THAT FOCUSES ON U.S. MARKETS AND ECONOMIC NEWS. THERE WAS A GOOD FEELING TAKING PLACE IN THE STOCKS. LET ME READ THROUGH THE DUELING STATEMENTS THAT WE GOT AFTER RELEASED FROM THEM.

JAMIESON GREER SAYING CANADA DECLINED TO FINALIZE THE TRADE DEAL UNDER THE TERMS AGREED TO EARLIER THIS WEEK DESPITE THE U.S. OFFERED TO CANADA TO RECEIVE THE BEST TREATMENT OF ANY MAJOR EXPORTER TO OUR MARKET. LOOKING AT WHAT PRIME MINISTER MARK CARNEY SAID IN HIS STATEMENT, WE HAVE RECOGNIZED FROM THE BEGINNING THAT AMERICA HAS CHANGED AND WE WILL NOT RETURN TO OUR OLD RELATIONSHIP. CANADA HAS WITH THE WORLD ONE SIDE WE WILL NOT ALLOW ANY NATION TO DETERMINE OUR FUTURE.

WE WILL SET OUR OWN COURSE TO KEEP BUILDING CANADA STRONG FOR ALL PEER JEFF MASON, WHAT HAPPENED LATE LAST NIGHT? JEFF: IT SOUNDS LIKE THE OUTLINES OF THE DEAL THEY HAD A FEW DAYS AGO WHICH PROMPTED PRESIDENT TRUMP TO GIVE NEGOTIATORS A FEW MORE DAYS TO KEEP GOING COLLAPSED. THERE IS A LITTLE BIT OF A COMPETING NARRATIVE ABOUT WHY IT COLLAPSED WITH REGARD TO WHETHER THE CANADIANS DIDN'T LIKE SOMETHING OR WHETHER THE U.S.

SIDE DIDN'T LIKE SOMETHING. IN ANY CASE IT COLLAPSED. I WOULD TAKE A SECOND TO STEP BACK AND SAY THIS IS CANADA THAT THE UNITED STATES IS FIGHTING WITH RIGHT NOW. THE NORTHERN NEIGHBOR THAT HAS BEEN NOT ONLY A KEY TRADING PARTNER FOR DECADES, BUT A FRIEND AND A CLOSE, CLOSE ALLY, NOT ONLY HERE IN NORTH AMERICA, BUT AS PART OF THE G8 OR G-7, WHAT IT'S BECOME. THIS IS OUR FRIEND, SHALL WE SAY. THE TENSION BETWEEN THE TWO SIDES ARE NOW I WOULD ARGUE NEARLY AT ALL TIME HIGH.

EARLIER THE PRESIDENT OFFERED/THREATENED/RAISED THE POSSIBILITY OF MAKING CANADA THE 51ST U.S. STATE. THAT DID NOT GO OVER WELL. YOU CAN SEE FROM PRIME MINISTER CARNEY'S STATEMENT THAT HAS PROMPTED ACTION IN THE NORTH TO STRENGTHEN CANADA'S ECONOMY AND HE SAID EARLIER THIS WEEK WHEN TALKS WERE STILL GOING THAT THE FOCUS WOULD REMAIN ON MAKING CANADA MORE INDEPENDENT FROM THE UNITED STATES AND THAT IS CERTAINLY THE DIRECTION THAT HIS COUNTRY IS GOING NOW UNDER HIS LEADERSHIP.

THAT'S POPULAR WITH CANADIANS. CHRISTINA: JONATHAN, WE REFERENCED EARLIER A CHART FROM OUR BLOOMBERG COLLEAGUES, $900 BILLION IN TRADE ANNUALLY. IT SEEMS THERE ARE TWO ISSUES, THE POLICY AND THE IMPACT OF THESE POTENTIAL 50% TARIFFS, BUT ALSO THE IMPACT OF THIS CONSISTENT UNPREDICTABILITY. I KNOW THAT MARKETS AND OFFICIALS HATE IT. QUITE TALK TO CANADIAN OFFICIALS -- WHEN I TALKED TO CANADIAN OFFICIALS DURING THE LAST ROUND WHAT THEY WERE MOST FRUSTRATED ABOUT WAS NOT KNOWING WHAT WAS GOING TO HAPPEN.

HOW ARE YOU EXPECTING THE FOLLOW-UP TO GO AS MARKETS OPEN ON MONDAY AND WE SEE THE IMPACT OF THE TARIFFS THEMSELVES?

MARKETS HAVE BASICALLY MOVED ON FROM THE TARIFF STORY. I'M NOT SURE THAT THAT'S THE RIGHT WAY TO THINK ABOUT IT. THERE IS A SENSE THAT TARIFF PASS-THROUGH IS OVER, NO LONGER AN INFLATION STORY THAT DEEP INTO THE CONSUMER BASKET IN THE UNITED STATES WE SEE WE ARE LIVING WITH MANY OF THE RAMIFICATIONS OF THE DECISIONS MADE IN 2025. ONE EXAMPLE TALKING ABOUT A LOT OF AGRICULTURAL PRODUCTS TODAY, CONSIDER THE 2025 TOMATO TARIFFS.

CHRISTINA: SURE, SURE. JONATHAN: THERE WERE FIRST-ORDER EFFECTS BUT A LOT OF PEOPLE HAVE FORGOTTEN THAT WE ARE ONLY NOW LIVING WITH THE SECOND ORDER EFFECTS. TOMATO TARIFFS GOING TO AFFECT. SO FARMERS ABROAD DECIDE NOT TO PLANT AS MANY TOMATOES. THE DOMESTIC TOMATO INDUSTRY SUFFERS A FARIES. ALL OF A SUDDEN, IN THE LAST FEW MONTHS WE ARE LIVING WITH MAJOR PRODUCE SECTION INFLATION IN THE UNITED STATES OF AMERICA. WHEN PEOPLE THINK THESE ARE JUST ON AGAIN/OFF AGAIN DECISIONS, THE FACT OF THE MATTER IS THERE IS A LONG LAG IN DECISIONS MADE TODAY AND THEY COULD BE THE INFLATION THAT WE LIVE WITH IN 2027.

DAVID: INFLATION HAS BEEN THE STORY OF THE WEEK, COMBINED WITH THE STORY. THE PRESIDENT WAS ASKED ABOUT THAT LAST NIGHT AS HE MADE HIS WAY TO MYRTLE BEACH, SOUTH CAROLINA DISCOMFORT DARLINE GRAHAM WHO IS RUNNING FOR SENATE. LET'S LISTEN TO WHAT HE SAID ABOUT THAT INTERV

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