熊傲君:特朗普——項莊舞劍意在沛公
關鍵詞:特朗普貿易戰,歐美零關稅
昨日的文章提到過特朗普首先在關稅問題上與歐盟打口水仗,後面又向農民投放120億援助,今天事情我們可以馬上跟進,因為據最新消息顯示,歐美已經同意了爭取零關稅,雙方或達成大和解,這樣盡管歐盟會犧牲部分的貿易順差,但至少能夠避免與美國為敵,說到底,就是打圓場和諧收官,而真正的矛頭其實最終還是指向我們。
美歐叫停關稅爭議
昨晚美國總統特朗普表示,美國與歐盟的關系已開啟“新階段”,稱兩大主要經濟體將立即開始在若幹領域展開談判,包括爭取對工業產品實施“零關稅”,以及在能源問題上進壹步合作。特朗普與歐盟委員會主席容克在白宮舉行的聯合記者招待會上表示:”我們今天達成共識,首先致力於對非汽車工業品實現零關稅、零非關稅壁壘和零補貼。”
也就是說,歐美的貿易談判很可能將以握手言和的方式解決,甚至是美國的小幅讓步達成的結果,歐洲本已經打算接受汽車關稅的環節,而目前所有的關稅都得到了暫緩,自此前美國對歐盟征收鋼鋁關稅後,雙方壹直針鋒相對,到底是美國不敢與世界為敵,還是歐盟的報復受到效果,我看並不是。
歸根到底目標只有壹個
按照歐美的關系,其實我認為特朗普壹開始就不是主要針對對象,當然他也希望能夠減少歐洲對美國的貿易順差,但應該不是選擇用摩擦的方式,而是談判的方式,此前的征收關稅壹方面是為了做個大家看,我不是針對誰,我是說在座各位辣雞,另壹方面也是為了施壓歐盟在各方面作出壹定的讓步,好讓特朗普在中期選舉當中獲利。
如果歐美真的解決了貿易的問題,那麽美國在貿易上的對手就只剩下北美和中國。而據說,北美自由貿易協定將可能在本周進行談判,特朗普與即將上任的墨西哥左翼總統進行了熱情的通話,換言之特朗普的狐貍尾巴已經隱藏不住了,醉翁之意不在酒,明修棧道暗度陳倉啊!
熊傲君簡介:
現任大田環球金業特約分析師,著名分析師,多次受邀匯通財經集團及中金線上等大型財經媒體採訪報導。 擅長各種杠杆交易品種分析,熟知莊家博弈和市場心理,獨創“LP(law and psychology)”交易方法。對時間節奏的把控和局部高低點捕捉極淮。
本文來源: 大田環球貴金屬
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