USTR's Greer says new proposed tariffs would impact 99% of U.S. trade
Seeking Alpha ·
U.S. Trade Representative Jamieson Greer confirmed reports that the Trump administration is looking to impose tariffs on 60 countries for not complying with U.S. forced labor laws. “The U.S. has laws to prohibit trading goods with forced labor,” Greer said in an
AI 시장 분석
Jamieson Greer of the Office of the United States Trade Representative (USTR) stated that the Trump administration is considering new tariffs on 60 countries for failing to comply with forced labor laws, which would affect 99% of total US trade. Such broad tariff measures are likely to directly shock global supply chains, exacerbating inflation and trade conflicts. Investors must closely monitor the volatility of corporate earnings resulting from strengthening protectionism.
상승 영향
- Defense — Benefits are expected due to geopolitical risks and increased national security spending by various countries.
하락 영향
- Semiconductors — There is strong pressure on margin reduction due to global supply chain disruptions and increased import costs.
- Electric Vehicles — Production cost increases and sales hits are a concern due to disruptions in raw material and component supply.
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