由財經M平方提供，針對 4/2 Trump 關稅政策的報告：cdn.macromicro.me/misc/202504/川普關稅衝擊完整解讀＿財經Ｍ平方_20250407.pdf

​President Donald Trump’s recent implementation of comprehensive tariffs on all foreign imports has significantly impacted both the U.S. and global economies. These measures have led to increased production costs, consumer prices, and have raised concerns about potential recession risks.​

Impact on U.S. Households

The Yale Budget Lab estimates that these tariffs could lead to a 2.3% increase in inflation, costing the average U.S. household an additional $3,800 annually. This increase disproportionately affects low-income and marginalized communities, who spend a higher percentage of their income on essential goods.

Economic Growth and Recession Risks

JPMorgan Chase CEO Jamie Dimon warns that these tariffs are likely to slow economic growth and contribute to inflation. He emphasizes the urgency of resolving trade uncertainties to avoid diminishing consumer confidence and investment. Economists express concern that the U.S. could experience “stagflation,” a combination of stagnant growth, rising inflation, and high unemployment. ​

Global Economic Implications

The tariffs have not only strained relations with key trading partners but also disrupted global supply chains, leading to increased costs and market volatility. Countries like Sweden are feeling the effects, facing potential economic challenges due to their trade relations with the U.S.

Policy Considerations

While the administration aims to protect American industries, the broader economic consequences suggest a need for careful policy evaluation. Striking a balance between protecting domestic interests and maintaining healthy international trade relationships is crucial to mitigate adverse economic outcomes.​