加拿大宣布9月8日对美实施200亿美元反制关税
Bloomberg This Weekend | Canada Hits Back, Bessent’s Big Moves, Data Center Backlash
美加互征关税是实质性政策落地,直接影响跨境资产定价与供应链成本,建议关注相关板块波动及汇率变化。
WELCOME TO "BLOOMBERG THIS WEEKEND COME GO LIVE FROM NEW YORK WITH DAVID GURA, CHRISTINA RUFFINI, AND LISA MATEO. THE LATEST HEADLINES, KEY ANALYSIS, BIG INTERVIEWS, AND STORIES THAT HIT HOME. DAVID: WELCOME TO "BLOOMBERG THIS WEEKEND," FROM NEW YORK CITY. CHRISTINA: HERE WE ARE WITH ALEXIS CHRISTOFOROUS US. IT'S SUNDAY, WELCOME TO LISTENERS AND VIEWERS ACROSS ALL PLATFORMS. RADIO, TV, STREAMING, BLOOMBERG.COM AND THE BLOOMBERG BUSINESS APP.
WE ARE STILL KIND OF DIGESTING THE NEWS FROM YESTERDAY AS WE TRACK THE EVOLVING TRADE WAR BETWEEN CANADA AND THE U.S. DAVID: GETTING THOSE STICKING POINTS IN THE NEGOTIATIONS FROM BOTH SIDES WITH THE PRESIDENT WEIGHING IN ON STROKE -- TRUE SOCIAL OVERNIGHT. THERE WAS A TORRENT OF POSTS. "CANADA ONCE THE BENEFITS OF BEING A STATE WITHOUT BEING ONE AND HAVE CHARGE ARE GREAT FARMERS MASSIVE AMOUNTS OF TARIFFS, NO MORE. THIS GETS TO SOMETHING THAT HAS BEEN A ISSUE THROUGHOUT THE LAST COUPLE OF YEARS HERE, THE PRESIDENT JOKING ABOUT, TALKING ABOUT CANADA BECOMING THE 51ST STATE, IMPEDING ON CANADIAN SOVEREIGNTY.
IF YOU LOOK AT THE READOUTS OF WHAT WE GOT, THE PRIME MINISTER SINGH TO THE AMERICANS IN HIS COMMENTS TO THE PRESS AFTERWARDS THAT THESE KINDS OF REMARKS ARE UNACCEPTABLE. CHRISTINA: IT DIDN'T GO WELL THE FIRST TIME AND IT CERTAINLY ISN'T GOING DOWN WELL NOW. IT IS LEADING TO OTHER THEORIES ABOUT WHY THE TALKS BROKE DOWN. WE WILL BREAK THAT DOWN WITH OUR GUESTS LATER BUT FIRST, ALEXIS WITH THE HEADLINES. ALEXIS: CANADA IS ANSWERING BACK AFTER $20 BILLION ON PRODUCTS YESTERDAY INCLUDING PLYWOOD, LIQUOR, ELECTRICAL EQUIPMENT, AND HOCKEY GEAR.
THE PRIME MINISTER SAYS CANADA WILL APPLY COUNTER TARIFFS ON $20 MILLION IN U.S. PRODUCTS SEPTEMBER 8, ESCALATING THE FEUD, ROCKING ONE OF THE WORLDS BIGGEST TRADING RELATIONSHIPS, SAYING THAT HE WAS LEFT WITH LITTLE CHOICE AFTER TRADE TALKS BROKE DOWN. CANADIAN LEVEES APPLY TO U.S. STEEL, DAIRY, APPLIANCES, AGRICULTURAL EQUIPMENT, ELECTRONICS, AND MORE. THE NEW LEADER OF THE TOP SECURITY BODY IN IRAN JOINING U.S. EFFORTS TO SQUEEZE THEIR ECONOMY, EGYPT IS TRYING TO PROVIDE NEGOTIATIONS AND A RACK SISTER RON HAS HELPED SOME SHIPS CARRYING IRAQI OIL TO TRANSIT THE STRAIT OF HORMUZ.
FRANCE AND SAUDI ARABIA ARE EXPECTED TO DISCUSS PLANS LATER TODAY TO BYPASS THE CRITICAL WATERWAY. RESIDENTS ON THE BIG ISLAND OF HAWAII ARE BRACING AS A TROPICAL STORM MAKES ITS WAY THROUGH THE ISLAND. FORECASTERS WARNED THE RAINFALL COULD CAUSE LIFE-THREATENING FLOODING AND MUDSLIDES. RESIDENTS ARE STILL DEALING WITH THE AFTERMATH OF HEAVY FLOODING AND DAMAGING WINDS. IT IS DAY 12 WITHOUT POWER FOR TENS OF THOUSANDS OF RESIDENTS IN GARY, INDIANA TWO WEEKS AFTER THUNDERSTORMS SWEPT THROUGH THE STATE.
KILLING SEVERAL PEOPLE, HURRICANES FLOODED NEIGHBORHOODS. THE GOVERNOR OF INDIANA IS CALLING ON THE LOCAL POWER UTILITY TO MATCH THE URGENCY OF RESIDENTS WHO HAVE HAD TO ENDURE THE POWER OUTAGE. NIPSCO POWERS SAYS THEY ARE WORKING AROUND THE CLOCK TO RESTORE POWER. DONALD TRUMP MADE MORE THAN 1000 SECURITIES TRADES IN JUNE, INCLUDING SHARES OF BERKSHIRE HATHAWAY, VISA, MASTERCARD, AND COINBASE, THAT'S ACCORDING TO A FINANCIAL DISCLOSURE FROM THE WEEKEND.
HE MADE MORE THAN 21,000 SECURITIES TRADES, OFTEN IN BURSTS TIED TO MARKET EVENTS THAT HE CREATED. THE WHITE HOUSE SAYS THAT THERE IS NO CONFLICT OF INTEREST AS THE TRADES ARE MADE BY INDEPENDENT MANAGERS. DAVID: 21,000. THAT'S A LOT OF TRADES. ALEXIS: OFTEN TRADING, BUYING AND SELLING, IN THE SAME DAY. CHRISTINA: CANADA'S PRESIDENT, MARK CARNEY, PUNCHING BACK, PROMISING RETALIATORY TARIFFS TO TAKE EFFECT TUESDAY, SEPTEMBER 8, PROMISING TRADE TALKS COLLAPSED IN PART BECAUSE OF REQUESTS CANADA MADE TO CUT TARIFFS ON MEDIUM AND HEAVY-DUTY VEHICLES, SAYING THAT THE U.S.
WANTED TO PUT LIMITS ON CANADIAN TRADE DEALS WITH OTHER COUNTRIES. DAVID: THE CEO OF THE RHODES TRUSTS JOINS US FROM THE UKRAINE TODAY. WE WANTED TO TALK ABOUT INDEPENDENCE DAY IN A FEW MINUTES BUT FIRST LET'S TALK ABOUT THAT U.S. CANADA RELATIONSHIP. YOU WERE THE LEAD NEGOTIATOR, AND GIVEN ALL OF THAT EXPERIENCE I WANTED TO ASK YOU FIRST IF YOU WERE SURPRISED BY WHAT HAPPENED HERE, DRAWING FROM THE PRIME MINISTER'S REMARKS, SAYING THAT THE PROPOSED CHANGES WERE NOT FAIR, NOT ECONOMIC, CALLING INTO QUESTION THE RELIABILITY OF ANY DEAL.
I'M VERY PROUD OF THE POSITION THAT CANADA AND PRIME MINISTER CARNEY HAVE TAKEN. I'M NOT SURPRISED, I AM RELIEVED. WE WERE ON THE BRINK OF A DEAL THAT WOULD'VE BEEN A BAD DEAL FOR CANADA AND FOR THE UNITED STATES. I'M GLAD THAT THAT DIDN'T HAPPEN. MY EXPERIENCE IN THE ULTIMATELY SUCCESSFUL NEGOTIATION OF THE USMCA IS THAT THE WAY TO GET A GOOD DEAL WITH THE TRUMP ADMINISTRATION IS YOU NEED TO DO THREE THINGS. FIRST, LOOK FOR AREAS WHERE YOU CAN COOPERATE.
THERE ARE A LOT. ULTIMATELY, THIS IS A WIN-WIN RELATIONSHIP. SECOND, IT IS SO IMPORTANT FOR CANADA TO MAKE THE CASE BEYOND THE WHITE HOUSE. IN 2018 WE CALLED IT THE DONUT STRATEGY. AMERICANS I THINK ARE BASICALLY GOOD, DECENT, SMART PEOPLE AND THEY BROADLY RECOGNIZE THAT THEIR RELATIONSHIP WITH CANADA IS EXCELLENT AND THEY DON'T WANT TO BREAK IT. I THINK THAT TEAM CANADA NOW REALLY NEEDS TO GO OUT AND EXPLAIN THAT TO AMERICANS.
THE THIRD THING, WHICH CAN BE HARD, AND WHICH WE SAW JUST NOW, IS WITH THIS ADMINISTRATION YOU CANNOT CAPITULATE. MY MOTTO WAS THAT WE DO NOT ESCALATE AND WE DO NOT BACK DOWN. I THINK THAT THAT IS THE ONLY LANGUAGE THE TRUMP ADMINISTRATION UNDERSTANDS, UNFORTUNATELY. CHRISTINA: YOU HEARD SOME SEGMENTS AND DON'T TAKE POLITE MINTS -- POLITENESS FOR WEAKNESS. I'M SURE YOU ARE TALKING TO PEOPLE AND YOU KNOW THEM SO INTIMATELY, WHAT'S YOUR TAKE ABOUT HOW THIS BROKE DOWN?
POLITICO REPORTING THIS MORNING THAT U.S. OFFICIALS BLAMED CANADA, THEY HAD WANTED LOWER ON HEAVY TRUCKS, WITH INFIGHTING AND THE TRUMP ADMINISTRATION BETWEEN LUTNICK AND GRIER. IT WASN'T CLEAR WHO WAS IN CHARGE AT ALL TIMES. WHAT IS YOUR TAKE ON THIS?
I WANT TO SAY THIS IN A NICE CANADIAN WAY AND NOT BE A JERK, CANADA HAS A PRIME MINISTER AND NOT A PRESIDENT, IT'S PRIME MINISTER CARNEY, WE HAVE PREMIERES, NOT GOVERNORS. I NEED TO SAY THAT BECAUSE OTHERWISE YOUR CANADIAN LISTENERS WILL GET MAD AT ME. CHRISTINA: OF COURSE, I DO KNOW THAT, I APOLOGIZE, I EVEN WROTE IT DOWN INCORRECTLY -- CORRECTLY.
I KNOW YOU DO. I'M SORRY TO SOUND JERKISH, BUT CANADIANS WILL PAY ATTENTION TO THAT, ESPECIALLY NOW. LOOK, I AM NOT PRIVY TO THE INSIDE DETAILS OF THE NEGOTIATION AND EVEN IF I WERE IT IS NOT MY PLACE TO REVEAL THEM. WHAT I WILL SAY IS THIS. I THINK THAT THERE IS A FUNDAMENTAL CHALLENGE HERE THAT WE HAVE TO BREAK OUT OF TO HAVE A SUCCESSFUL DEAL. I THINK THAT THE CANADIAN PERSPECTIVE IS THAT A TRADING RELATIONSHIP WITH THE UNITED STATES CAN BE A WIN-WIN RELATIONSHIP.
THAT HAS BEEN THE EXPERIENCE FOR CANADA AND THE UNITED STATES DURING NAFTA AND SINCE THE USMCA WAS KING -- WAS INCLUDED -- INCLUDED. WE DON'T SEE IT AS A ZERO-SUM GAME OR ABOUT DOMINANCE AND SUBMISSION. WE THINK WE CAN REACH A DEAL THAT WORKS FOR BOTH PARTIES. I THINK THAT AT HEART THAT IS NOT THE TRUMP'S VIEW. IT'S A REAL PROBLEM, A PROBLEM NOT ONLY FOR CANADA BUT FOR THE UNITED STATES. I'M GOING TO GIVE YOU A SPECIFIC EXAMPLE.
THE TARIFFS ON CANADIAN ALUMINUM THAT THE ADMINISTRATION HAS BEEN INSISTING ON KEEPING IN PLACE ARE BAD FOR CANADA. WE SHOULD NOT AGREE TO THEM. WE HAVE A TRADE DEAL AND WE SHOULD NOT AGREE TO A SITE DEAL THAT SETS WORSE CONDITIONS THAN THIS FREE TRADE DEAL. BUT THE POINT I WANT TO MAKE FOR YOUR LISTENERS IS THAT IT IS REALLY DUMB FOR THE UNITED STATES TO IMPOSE TARIFFS ON CANADIAN ALUMINUM. YOU NEED OUR ALUMINUM FOR YOUR DEFENSE SECTOR, YOU NEED IT FOR MANUFACTURING.
THE TARIFFS ARE ATTACKS. THIS IS THE BEST EXAMPLE OF THE WRONG HEADEDNESS OF THE APPROACH OF THE ADMINISTRATION RIGHT NOW, ALUMINUM AS ELECTRICITY IN SOLID FORM AND AS YOU KNOW, AMERICANS NEED MORE ELECTRICITY WITH THE AI BOOM, SO I WOULD YOU PUT A TAX ON ELECTRICITY? DAVID: I WANT TO ASK YOU ABOUT THE POTENTIAL CONSEQUENCES OF THIS ESCALATING, RETALI
原文超出正文长度上限,此处截断——上游还有内容,完整版见上方「原文 ↗」。
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