一口气看懂关税战背后的真相
2025年，特朗普政府启动无差别关税，这场战争，从一开始就不是为了关税。这是一场对金融市场的精准打击、对全球资本的信心压制，甚至，是一场用国家工具，为美债续命的策略性金融战。为什么特朗普敢一边放话强硬，一边悄然做空美股？他到底在赌什么？
部分参考资料：
[01] On a Typical Day in Fiscal Year 2022, CBP...，美国海关和边境保护局
[02] The People's Republic of China，美国贸易代表办公室
[03] S. 1444, Border Patrol Enhancement Act，国会预算办公室
[04] Risk-Based Sampling，美国农业部动植物卫生检验局
[05] US-China Trade War: Vietnam Emerges as the Biggest Winner，美国国防部
[06] The China Wash: Tracking Products to Identify Tariff Evasion Through Transshipment，21st Century China Center, UC San Diego
[07] Certain Cold-Rolled Steel Flat Products From the People’s Republic of China: Affirmative Final Determination of Circumvention of the Antidumping Duty and Countervailing Duty Orders，联邦公报
[08] Monthly Debt Update，美国参议院联合经济委员会
[09] Trump Announces 90-Day Pause on Some Tariffs, but China Tariffs Rise Again，The Wall Street Journal
[10] Air cargo industry jolted by Trump tariffs on Chinese e-commerce，FreightWaves
[11] Survival guide for shipping container inspections in the U.S.，Cole International
[12] JPMorgan Raises Recession Risk to 60%，The Wall Street Journal
[13] Trump tariffs trigger steepest US stocks drop since 2020 as China, EU vow to hit back，BBC
[14] ‘Fake news’: White House dismisses report of Trump considering 90-day pause，CNBC
[15] Japan will ask US to cut tariffs but resultswon't come 'overnight', PM lshiba says，Reuters
[16] Japan responds to Trump's tariffs with a polite phone call and request，The Japan Times
[17] Vietnam offers to drop U.S. tariffs to zero. Will that be enough for Trump?，The Seattle Times
[18] A Stunned World Reckons With Economic Fallout From Trump’s Tariffs，The New York Times
[19] Wall Street rebounds sharply after Trump announces 90-day tariff pause，Reuters
[20] U.S. Rep. Don Bacon proposes taking back Congress’s tariff power from Trump，Nebraska Examiner
[21] Sen. Maria Cantwell says there is bipartisan support to rein in Trump's tariffs，NPR
[22] Vietnam vows to crack down on trade tariff dodge，Financial Times
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