美最高法推翻关税后机构解读汇总:特朗普的天塌了?今年不太可能实现退款

PANews 2月21日消息,在IEEPA关税被否决后,多家机构给出解读,具体观点汇总如下:

  1. 杰富瑞:最高法院裁决利好零售、餐饮、服装等消费驱动型行业。
  2. Banco Base分析师Gabriela Siller:美国关税裁决可能让墨西哥处境更糟。
  3. 宾夕法尼亚大学沃顿商学院预算模型经济学家:最高法院裁决或引发超过1750亿美元的关税退税。
  4. Glenmede投资策略和研究主管Jason Pride:任何潜在的关税退款在今年都不太可能实现,并可能推迟到未来几年。
  5. 乔治城大学国际贸易法教授珍妮弗·希尔曼:特朗普启用第122条款需宣布“美元即将大幅贬值”或“严重收支赤字”。
  6. 凯投宏观:特朗普可能转向使用122条款或338条款;预计关税退款相关金额将达到约1200亿美元,占GDP的0.5%。
  7. 荷兰国际银行:欧洲现在应为美国对特定行业实施更具针对性的贸易关税做好准备,汽车零部件和化学品可能是接下来的目标。
  8. 前白宫官员Jon Lang:东盟出口商暂获喘息之机,关税重置为低水平的10%,美国将在这一150天的临时窗口期内从这些国家进口更多商品。(金十数据APP)
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· 02-21 13:43
马年发大财 🐴
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