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  金十数据

  贝森特指出目前财政部正快速行动,希望能与大型贸易伙伴取得实质性进展。

  周二,在接受采访时,美国财长贝森特在接受采访时表示,与主要国家完成关税协议所需的时间可能超过特朗普政府上周设定的90天暂停期。

  他说,“我们有15个大型贸易伙伴,除了中国还有14个,我们正在快速行动,为这14个最大的贸易伙伴建立一套流程,其中大多数国家(对美国)存在巨大的贸易逆差。那么,90天内我们能完成一份完整的、正式的法律文件吗?不太可能。”

  他继续说道:“但我认为,如果我们遵循流程,我们可能在与这14个国家达成原则性协议方面取得实质性的明确进展。然后,一旦我们达成了一个双方都同意的水平,并且他们同意降低关税、降低非关税壁垒、停止操纵汇率以及停止对产业和劳工的补贴,那么我认为我们就可以向前推进。”

  早些时候,白宫发布规定,豁免了智能手机、电脑、半导体和其他电子产品免受报复性关税。特朗普还迅速淡化了他在关税问题上逆转立场的说法,称“根本没有关税豁免。”

  贝森特暗示,他仍然希望与中国达成一项重大贸易协议。他说:“我认为没人觉得这些(高关税)从长远来看是可持续的。但涉及特朗普总统,我不会透露他的谈判策略。”

  贸易战正给全球股票和债券市场注入相当大的波动性。一些公司的股票,如苹果(AAPL)已经遭受重创。黄金价格触及历史新高,而随着投资者表达对美国政策缺乏信心,10年期美国国债收益率已升至约4.5%。

  BCAResearch首席策略师PeterBerezin对记者表示:“根据我的计算,关税税率仍然相当高——至少是我们自1930年代以来所见过的最高水平。无法保证这些所谓的报复性关税会下降。事实是,大多数国家与美国之间并没有非常高的贸易壁垒。”

  被称为“华尔街最大空头”的Berezin补充说:“不确定性是个问题——不幸的是,我认为我们仍在走向衰退。”

  据知情人士最新透露,贝森特已将英国、澳大利亚、韩国、印度和日本列为新贸易协议的首要目标。知情人士说,贝森特告诉盟友,这些国家是他的首要目标之一,他一直在与这些国家的官员保持联系。

  另外,知情人士还透露称日本经济再生大臣赤泽亮正将于周三开始在华盛顿与贝森特和美国贸易代表贾米森·格里尔(JamiesonGreer)举行会谈,预计会谈将是初步的,可能不会立即达成协议。

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