“还玩‘红灯绿灯’游戏？没人要来美国投资了”

从34%、84%到145%，从给无人岛上的企鹅征税到将电子产品免除所谓“对等关税”，特朗普政府摇摆的关税政策正在持续发酵。

民主党参议员伊丽莎白·沃伦（Elizabeth Warren）在美国有线电视新闻网（CNN）的节目中直言，“当特朗普在关税问题上玩‘红灯绿灯’游戏，并说‘对于我的特别捐赠者，你们可以得到特别豁免’时，投资者是不会在美国投资的。”

Appearing on CNN's State of the Union, Massachusetts democratic senator Elizabeth Warren described the confusion about shifting tariff rates and how smartphones and computers were spared from reciprocal tariffs as "chaos and corruption". "Investors will not invest in the United States when Donald Trump is playing 'red light, green light' with tariffs and saying, 'Oh, and for my special donors, you get a special exemption,'" Warren said.

伊丽莎白·沃伦 图源：盖蒂图片社

关税豁免仅是“短暂喘息”？

美国商务部长霍华德·卢特尼克在4月13日明确表示，特朗普于周五宣布的对电子产品关税豁免仅是“短暂喘息”，他在美国广播公司（ABC）的新闻节目中透露，“电子产品虽暂免于报复性关税，但将在一个月后被纳入半导体关税体系”，这将令本已混乱的关税政策雪上加霜。

US Commerce Secretary Howard Lutnick said the Trump administration's decision on Friday to exempt electronic devices — like smartphones, iPhones and laptops — from tariffs was only a temporary reprieve but those products will face separate levies, adding more confusion to an already chaotic rollout of tariffs on Chinese goods. "(Electronics are) exempt from the reciprocal tariffs, but they’re included in the semiconductor tariffs, which are coming in probably a month or two," Lutnick told ABC News' This Week on Sunday.

而面对外界对关税豁免的种种猜测，特朗普13日在社交平台连续发帖表示：“从未宣布任何关税‘例外’，这些产品仍受现有20%芬太尼关税的约束，只是被转移到不同税种分类中。”他指责媒体蓄意误导，并声称“中国是对美贸易最不公平的国家，必须付出代价。”

"There was no Tariff 'exception' announced on Friday. These products are subject to the existing 20 percent Fentanyl Tariffs, and they are just moving to a different Tariff 'bucket'. The Fake News knows this, but refuses to report it," Trump posted on social media.

“二战后最糟糕的经济自残政策”

伴随着此前中美互征关税持续加码：美国对华商品税率达145%，中国则以125%关税反击。关税政策的摇摆导致股市暴跌，消费者信心暴跌至1952年以来有记录以来的第二低水平，并引发了对经济衰退的担忧。但特朗普政府一直坚称，关税将通过促进制造业和保护就业来增强美国经济。

Tariffs on imports from China total 145% and the Chinese government retaliated by placing 125% tariffs on all US imports. Tariff whiplash has sent the stock market tumbling, consumer sentiment plummeting to the second-lowest on record since 1952 and spurred fears of a recession. But the Trump administration has held steady that tariffs will strengthen the US economy by boosting manufacturing and protecting jobs.

美国前财长劳伦斯·萨默斯斥责特朗普的关税政策为“二战后最糟糕的经济自残政策”，他表示，这不管是在提高竞争力，控制失业率还是控制通货膨胀上都是错误的政策，“我们能希望的最好的事情，就是大家意识到并扭转这些错误。”

Former Treasury Secretary Larry Summers said on Fareed Zakaria GPS that the tariff policy is "the worst self-inflicted wound through economic policy" since World War II. "It's wrong on competitiveness, wrong on unemployment, wrong on inflation… The best thing we can hope for is that people start to see sense and reverse these errors," said Summers.

90天后又将何去何从？

90天的关税暂停期过后又会如何？全世界对此一无所知。

亿万富翁投资者雷·达利奥（Ray Dalio）在《与媒体见面》（Meet the Press）节目中表示，特朗普的贸易政策到目前为止“极具破坏性”。他指出，美国“非常接近经济衰退”，但具体会怎样发展，“取决于90天后美国处于什么位置。”

Billionaire investor Ray Dalio, appearing on Meet the Press, called Trump's trade policies "very disruptive" so far. But it "could be part of a process", he added. "It depends where we are at the end of the 90 days." When Dalio was asked about the likelihood of an impending recession, he said America is "very close to a recession".

雷·达利奥 图源：盖蒂图片社

“没有人清楚五天后的规定会是什么，更不用说五年后了。”

"Nobody can figure out what the rules will be five days from now, much less five years from now," Warren said.

编辑：黎霈融

来源：CNN

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