Xov xwm - Cov khoom lag luam tsis khoom! Asmeskas cov neeg xa khoom tau sib tw los tawm tsam Trump cov nqi se

Ua ntej Thawj Tswj Hwm Donald Trump tau npaj cov nqi se tshiab (uas tuaj yeem ua rau muaj kev lag luam ua tsov rog ntawm lub ntiaj teb kev lag luam superpowers), qee lub tuam txhab khaws cov khaub ncaws, khoom ua si, rooj tog zaum, thiab khoom siv hluav taws xob, ua rau muaj kev lag luam zoo los ntawm Tuam Tshoj xyoo no.
Trump tau los ua haujlwm thaum Lub Ib Hlis 20, hem tias yuav ua rau tus nqi se ntawm 10% txog 60% ntawm Suav cov khoom. Nws thawj lub sij hawm feem ntau tsom rau suav cov khoom lag luam, thiab cov kws tshawb fawb thiab cov kws tshaj lij kev lag luam kwv yees tias nws cov nqi se ntxiv yuav siv rau cov khoom tiav.
Frederic Neumann, tus thawj coj ntawm Asia economist ntawm HSBC hauv Hong Kong, tau hais tias, "Vim cov neeg xa khoom xav tau preemptively hais txog cov nqi tariffs rau cov neeg siv khoom, muaj kev nce hauv Tuam Tshoj cov khoom xa tawm kawg mus rau Asmeskas"
Cov neeg ua haujlwm hauv Suav teb tau tshaj tawm rau hnub Monday tias kev xa tawm tau nce mus rau sau qib hauv lub Kaum Ob Hlis.
Lu Daliang, tus cev lus rau General Administration of Customs, tau hais hauv lub rooj sib tham xov xwm hauv Beijing tias qhov kev nce siab tseem ceeb ib nrab qhia txog kev txhawj xeeb txog kev nce kev tiv thaiv kev lag luam.

Raws li kev lag luam cov ntaub ntawv Descartes Systems Group, Asmeskas cov chaw nres nkoj ua cov khoom lag luam los ntawm Tuam Tshoj sib npaug rau 451,000.plaub caug ko taw ntimNyob rau lub Kaum Ob Hlis, ib xyoos ib zaug nce ntawm 14.5%.
Descartes tau qhia tias kev xa khoom ntawm cov ntaub pua tsev, cov khoom ua si yas, tshuab, thiab lwm yam khoom sivlos ntawm Tuam Tshoj mus rau Asmeskasyuav loj hlob los ntawm 15% piv rau 2023.
Helen los ntawm Troy Ltd, tus muag khoom ntawm OXO chav ua noj cov cuab yeej, Hydro Flask dej fwj, thiab Vicks cov tshuaj hauv khw muag khoom, tau pab txhawb qhov kev loj hlob no. Cov thawj coj tau hais thaum lub lim tiam dhau los cov nyiaj tau los hu tias lub tuam txhab tau tsim cov khoom lag luam tawm tswv yim los txo cov nqi pheej hmoo.
"Tsuas tsuas yog ob peb hnub kom txog rau thaum lub rooj sib tham, kuv ntseeg tias peb yuav tau txais kev pom tseeb dua thaum Thawj Tswj Hwm Trump tau los ua haujlwm," said Troy CEO Noel Geoffroy hais txog txoj cai tshiab US tariff.
MSC Industrial Direct, tus neeg muag khoom ntawm cov cuab yeej, hluav taws xob, thiab cov kav dej, qhov chaw txog 10% ntawm nws cov khoom muag los ntawm Tuam Tshoj. Cov thawj coj tau hais rau cov tub ua lag luam lub lim tiam dhau los hais tias lub tuam txhab tab tom khaws cov khoom lag luam nrov tshaj plaws uas yuav ntsib kev pheej hmoo tariff tshiab thaum tseem txhawb nqa US-tsim khoom.
Raws li cov tuam txhab ua tib zoo saib xyuas cov ntaub ntawv kev lag luam, nws nyuaj rau txiav txim siab qhov cuam tshuam tiag tiag ntawm Trump cov kev pheej hmoo ntawm tariff rau tag nrho cov nyiaj tau los.

Xav tau Elasticity
Qhov kev tshuaj xyuas yog qhov nyuaj ntxiv los ntawm cov neeg siv khoom Asmeskas cov neeg siv khoom uas tau txhawb nqa kev thov. Qee cov neeg xa khoom kuj tau qhia txog kev nyab xeeb cov khoom lag luam los tiv thaiv kev cuam tshuam los ntawm Houthi kev tawm tsam ze ntawm Suez Canal kev lag luam luv luv, nrog rau kev tsis sib haum xeeb ntawm East Coast thiab Gulf Coast ports.
Lub caij no, Trump tau hem tias yuav ua rau tus nqi se rau cov khoom los ntawm ntau lub tebchaws, suav nrog North American cov neeg nyob ze Mexico thiab Canada.
Walmart, tus neeg siv loj tshaj plaws ntawmthawv shipping, yog ib qho ntawm cov khw muag khoom uas cov kws tshuaj ntsuam xyuas cov ntaub ntawv hais tias tau nce kev xa khoom tuaj hauv lub hlis tsis ntev los no. Walmart tsis tau hais txog qhov kev ntsuas no.
Cov ntaub ntawv los ntawm S&P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse qhia tau hais tias kev loj hlob tseem ceeb hauv ntau pawg ntawm cov khoom xa tuaj rau Asmeskas los ntawm txhua qhov chaw nyob hauv lub quarter thib plaub.
Textiles thiab khaub ncaws tau nce 20.7%; cov khoom ua si, feem ntau yog cov khoom ua si, nce 15.4%; cov khoom hauv tsev loj hlob los ntawm 13.4%; thiab cov khoom siv hauv tsev thiab cov khoom siv hluav taws xob tau nce 9.6% thiab 7.9%, feem.
S&P tau tshaj tawm tias cov neeg siv khoom tseem ceeb xws li tsev neeg thiab kev saib xyuas tus kheej, nrog rau cov khoom noj thiab dej haus, nce 14.2% thiab 12.5%, feem.
Michael O'Shaughnessy, CEO ntawm Element Electronics Corp., tau sau tseg tias muaj kev nce nqi ntawm cov khoom raug xa mus rau Tebchaws Meskas thaum kawg ntawm lub xyoo.
Element feem ntau xa khoom los ntawm Tuam Tshoj rau nws lub tiaj tiaj TV sib dhos cog hauv Winnsboro, South Carolina, qhov chaw tsim khoom TV loj kawg hauv Teb Chaws Asmeskas Nws kuj tseem tuaj yeem xa cov TV tiav. Lub tuam txhab tau tsim cov khoom lag luam tsis raws li cov neeg ua haujlwm dockworkers hem tias yuav kaw East Coast ports.
Txawm li cas los xij, O'Shaughnessy tau hais tias cov tswv yim uas nws txaus siab lossis muaj peev xwm nqa tau yog txwv.
Nws tau hais tias "Tsis muaj qhov chaw tso txhua yam," nws hais. "Tsis tas li ntawd, muaj kev txwv peev nyiaj ua haujlwm. Nws raug nqi koj nyiaj txhua hnub."