人民币涨疯了!又到6.4关口,哪些行业有望受益?

2021年05月25日 7674点热度 0人点赞 1,320条评论

人民币(6.4193-0.0147-0.23%)对美元汇率又一次迫近6.4关口。截至北京时间5月24日19:10,美元指数(89.7744-0.0588-0.07%)报89.882,跌破90关口,美元/离岸人民币报6.4268。

“财政和货币政策双宽松下,这次连上周美联储的缩表信号都救不了美元。”某外资行外汇交易员表示。外界预计,未来人民币仍将维持在相对偏强的水平。

而人民币升值也在很大程度影响企业的结售汇和套保行为,以及上市企业的汇兑损益。在银行代客收付的选项中,以人民币收付的比例目前已超过结售汇,成为境內企业的第一选择。

人民币涨疯了!又到6.4关口,哪些行业有望受益?

人民币仍将在偏强水平波动

4月以来,人民币重回升值通道,对美元即期汇率从3月30日的6.57升至目前水平。

鉴于近期人民币再度大幅攀升,有一种观点揣测,可能是央行容忍或推动人民币走升来吸收输入性通胀的压力。实则不然。

人民币升值是全球多种力量下的结果,而央行近期也明确了态度——5月21日,国务院金融稳定发展委员会召开会议表示,保持人民币汇率在合理均衡水平上的基本稳定。央行副行长刘国强提及,未来人民币汇率的走势,将继续取决于市场供求和国际金融市场变化,双向波动成为常态。央行此次针对汇率机制问题强调,以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度,在当前和未来一段时期都是适合中国的汇率制度安排。

“央行不会刻意寻求升值,从近期的中间价模型观测,央行的态度更趋稳,”某外资行外汇策略师对记者表示,“例如,在隔夜一篮子货币不太动时,第二天中间价会定得比模型预测的高(人民币更弱),按理说中间价应该走低(人民币更强)去捕捉隔夜的波动,但中间价显示是‘打折捕捉’,这其实体现了‘稳’的态度。”

未来一段时间,人民币大概率将在偏强水平波动。交通银行总行国际业务部外汇业务专家朱延桦对第一财经表示,在剔除GDP增速因素之后,中美的M2(广义货币)呈反向走势。中国在渐渐收水,而美国“覆水难收”,流动性水平是影响汇率的一大重要因素,预计人民币仍有走强的动能。

同时,4月以来,随着欧洲疫苗普及迎头赶上,美元的优势被削弱,出现了一波欧元(1.22230.00080.07%)“逼空”行情。“如果欧元区大规模接种疫苗,市场对欧洲经济的预期将增强,逻辑链条可能为——欧元走强,美元指数下跌,人民币被动走强。”朱延桦表示。

此外,强出口也继续支撑人民币需求。中信证券认为,美国的贸易逆差在2020年12月以来逐步增加,截至2021年3月达到744.48亿美元,环比增加5.56%。持续的贸易逆差提高了外币的需求,为美元带来贬值压力。

企业用人民币收付的意愿高涨

拉长期限来看,人民币在去年下半年开始发力,一路单边升值的结果导致境内企业用人民币收付的意愿高涨。

“在银行代客收付的选项中,以人民币收付的比例超过40%,较2019年提高了十多个百分点。一举超过结售汇,成为境内企业的第一选择。结售汇的占比接近四成,其余的两成比例为企业自有外汇。”朱延桦对记者表示。

在汇率风险管理工具的运用方面,据记者了解,在远期风险准备金取消的背景下,企业选择远期结售汇锁定汇率风险的比例直线上升。掉期工具的运用比例则大幅下降,期权的份额基本维持不变。整体上看,即期结汇仍占所有交易的四分之三,远期的比例上升到了15%,期权份额大致为远期的一半,掉期为期权的三分之一。

一般而言,通常在每年的5月到7月,外商投资企业和海外上市企业将会进入分红派息季节性高峰。因此,有观点认为,进入5月后,人民币或将再次面临贬值压力。

人民币涨疯了!又到6.4关口,哪些行业有望受益?

不过,朱延桦认为这种判断过于绝对。根据他的研究,“尽管整体上分红派息期间人民币贬值居多,但此前都是有具体大背景的,例如2018年、2019年的中美贸易摩擦,2020年的美元荒。整体来看,其实影响不大,人民币大概率还是会沿着此前的大趋势变化。”

人民币涨疯了!又到6.4关口,哪些行业有望受益?

虚线部分为历年分红派息季的汇率变化

三类企业或受益于升值趋势

汇率变化也明显体现在了上市公司的汇兑损益上。

根据年报披露信息,截至2020年末A股上市公司共计4300余家,剔除2020年之后上市的,共计有3734家企业。2020年全年,汇兑损益轧差之后,全市场公司总计亏损约239亿元,占全市场4.2万亿元净利润的0.57%。

朱延桦表示,3000余家企业中,报告汇兑亏损的有2278家,占比61%;报告盈利的有671家,占比18%;剩余20%的企业全年无汇兑损益发生。这也进一步突出了“中性套保”的重要性。

在人民币维持强势的背景下,有望明显受益的行业主要有三大类。

首先是航空、旅游等外币负债消费类。西部证券认为,航空公司资产负债表上有大量的美元负债,因此人民币升值将大幅提高各航司的汇兑收益,加速航空公司的业绩改善。人民币升值也能够提高居民购买力,叠加此前受疫情影响的消费抑制,一旦海外疫情缓解,境外旅游将有望迎来显著增长,航空、机场及旅游等相关行业将显著受益。

其次,造纸和炼化等与进口成本挂钩的制造业。人民币汇率趋于升值有利于持续降低进口成本,而造纸和炼化等制造业对于纸浆、铜、原油等原材料进口依赖度较高,因此将显著受益。

最后,银行、保险等指数权重板块将得益于外资被动ETF的配置加码。人民币升值将提升国内权益市场对于海外资金的吸引力,银行、保险等大金融作为指数重要权重板块将有望受益。

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    Former US President Joe Biden, a self-professed Catholic, has joined an African-American Masonic lodge as a ‘Master Mason’. The Vatican takes a dim view of Freemasonry, and Catholics who join the fraternal order face excommunication.
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    Biden was inducted into the Most Worshipful Prince Hall Grand Lodge in South Carolina on Sunday, one day before he left office. In a private ceremony, the lodge’s grand master, Victor C. Major, granted Biden “Master Mason membership with full honors,” according to a statement published by the organization last weekend that circulated online on Friday.
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    ”To be a Freemason is to be part of a brotherhood dedicated to personal growth, service to others, and the pursuit of knowledge and truth,” the lodge wrote. Biden’s service, the statement added, “reflects the core values” of this brotherhood.
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  • Steventooky

    Secretary of State Marco Rubio appeared to escalate the Trump administration’s confrontation with Panama on Sunday, telling its leader that President Trump had determined that Chinese “influence and control” over the Panama Canal threatens the waterway and demanding “immediate changes,” according to the State Department.
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    Secretary of State Marco Rubio appeared to escalate the Trump administration’s confrontation with Panama on Sunday, telling its leader that President Trump had determined that Chinese “influence and control” over the Panama Canal threatens the waterway and demanding “immediate changes,” according to the State Department.
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    The State Department’s summary of the meeting in Panama City, Mr. Rubio’s first with a foreign leader since becoming secretary of state, struck a tone that was sometimes aggressive. It said Mr. Rubio had told his host that Mr. Trump had made a “preliminary determination” that China’s government exercised control over the canal.

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    President Donald Trump announced that he’s pausing tariffs on Mexico and Canada after speaking to leaders of both countries on Monday — just hours before the sweeping actions were set to go into effect.
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  • WilliamNox

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    Some great apes realize when a human partner doesn’t know something and are capable of communicating information to them to change their behavior, a new study shows.

    Researchers from Johns Hopkins University studying bonobos found that they would point to where treats were hidden if they could see their human partner didn’t know where they were, according to a statement from the university, published Monday.

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    And study co-author Chris Krupenye, a Johns Hopkins assistant professor of psychological and brain sciences, told CNN that the study “is one of the clearest pieces of evidence that a non-human primate understands when someone else is ignorant.”

    This ability to intuit gaps in others’ knowledge is known as theory of mind.

    “As humans we have theory of mind, the ability to think about others’ perspectives,” Krupenye told CNN on Tuesday.

    2025年2月9日
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  • Rolandgaf

    From fiery festivals to nature's most dazzling "sky-dance", interest in the night skies is booming, with "noctourism" poised to be a major travel trend in 2025.
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    Interest in the night skies is booming. Booking.com recently named "noctourism" as a top travel trend for 2025, with their survey of more than 27,000 travellers finding that around two-thirds have considered going to "darker sky destinations" to experience things like starbathing (lying down and looking at the night skies) and witnessing once-in-a-lifetime cosmic events.
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    "The cool thing about night adventures is you see so many different sides to a destination, by just staying up late or rising early," says Stephanie Vermillon, author of the new book 100 Nights Of A Lifetime: The World's Ultimate Adventures After Dark. "Our senses are heightened, and there are things you see at night that you don't see any other time, so everything feels exciting and new."
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

    Vermillon believes that major events such as the April 2024 total solar eclipse or the 2024-2025 peak in aurora activity has led to a "bump" in the number of people wanting to experience dark skies. There are also now more than 200 Dark Sky Reserves across the globe. "The great thing about the night sky is the perspective it gives you – it's humbling and grounding," she says. "You can experience pure awe."

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    Interest in the night skies is booming. Booking.com recently named "noctourism" as a top travel trend for 2025, with their survey of more than 27,000 travellers finding that around two-thirds have considered going to "darker sky destinations" to experience things like starbathing (lying down and looking at the night skies) and witnessing once-in-a-lifetime cosmic events.
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

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    "The cool thing about night adventures is you see so many different sides to a destination, by just staying up late or rising early," says Stephanie Vermillon, author of the new book 100 Nights Of A Lifetime: The World's Ultimate Adventures After Dark. "Our senses are heightened, and there are things you see at night that you don't see any other time, so everything feels exciting and new."
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

    Vermillon believes that major events such as the April 2024 total solar eclipse or the 2024-2025 peak in aurora activity has led to a "bump" in the number of people wanting to experience dark skies. There are also now more than 200 Dark Sky Reserves across the globe. "The great thing about the night sky is the perspective it gives you – it's humbling and grounding," she says. "You can experience pure awe."

    Starry skies and aurora borealis might be the headline acts, but there's plenty more to do after dark in cities or out in nature. "You see a city so differently at night," Vermillon says. "I think of it as a city letting its hair down – it's more relaxed. I've also done night safaris, where it's more about listening than just seeing, and I've seen water sparkling with bioluminescence, which looks like magic. Everything at night has a little extra sparkle."

    Here are five of Vermillon's favourite after-dark experiences, from fiery cultural festivals to nature's greatest sky dance.
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    2025年2月11日
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    Thieves blow up museum door and steal ancient artifacts, including 2,500-year-old gold helmet
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    Thieves have stolen four ancient artifacts, including an approximately 2,500-year-old gold helmet, after using explosives to break into a museum in the Netherlands.

    The daring heist took place at Drents Museum in Assen during the early hours of Saturday morning, according to Dutch police, who said they received a report of an explosion at 3:45 a.m. local time.

    CCTV footage released by police shows the suspects opening an exterior door before a blast sends sparks and smoke into the air. The thieves made off with three gold bracelets, dating from around 50 BC, as well as the 5th-century BC Helmet of Cotofenesti, a historically important artifact on loan from the National History Museum of Romania in Bucharest.
    The items were part of an exhibition about the Dacians, an ancient society that occupied much of present-day Romania before being conquered by the Romans. On show since July, “Dacia: Empire of Gold and Silver” featured treasures borrowed from institutions across Romania.

    In a press release on its website, Drents Museum described the Helmet of Cotofenesti — which was discovered in a Romanian village almost a century ago — as a “masterpiece.” Its design features mythological scenes and a pair of eyes, located above the wearers’, that were thought to deter enemies during battle while protecting against the “evil eye.”
    The exhibition was set to conclude Sunday, though Drents Museum remained closed through the weekend due to the robbery. Its premises were damaged by the explosion, though no injuries were reported, the museum said.

    Dutch police announced that they are working with global police agency Interpol and had, as of Sunday, received more than 50 tip-offs. Investigators are currently looking for information about a gray car that was stolen from the nearby city of Alkmaar earlier in the week and was discovered around four miles from the crime scene, on fire, shortly after the overnight heist.

    2025年2月11日
  • Modestodox

    Tbilisi, Georgia — Jailed journalist Mzia Amaghlobeli gets weaker every day as her hunger strike has reached three weeks in Rustavi, a town near the Georgian capital of Tbilisi, her lawyer says. Now the 49-year-old is having difficulty walking the short distance from her cell to the room where they usually meet, and human rights officials, colleagues and family fear for her life.
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    Amaghlobeli was arrested Jan. 12 during an anti-government protest in the coastal city of Batumi, one of over 40 people in custody on criminal charges from a series of demonstrations that have hit the South Caucasus nation of 3.7 million in recent months.
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    The political turmoil follows a parliamentary election that was won by the ruling Georgian Dream party, although its opponents allege the vote was rigged.

    Protests highlight battle over Georgia's future. Here's why it matters.
    Its outcome pushed Georgia further into Russia's orbit of influence. Georgia aspired to join the European Union, but the party suspended accession talks with the bloc after the election.

    As it sought to cement its grip on power, Georgian Dream has cracked down on freedom of assembly and expression in what the opposition says is similar to President Vladimir Putin's actions in neighboring Russia, its former imperial ruler.
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    <a href=https://t.me/romanvvasilenko>Роман Василенко</a>
    Биография
    Мнение
    Роман Василенко – известный предприниматель и меценат. Бывший офицер, ушедший в запас с сохранением права ношения военной формы. Создатель альтернативной ипотеке социальной жилищной программы, позволяющей приобрести жилье не только трудоспособным гражданам, но также молодежи, лицам с ограниченными физическими возможностями, пенсионерам.
    Биография
    Родился 5 апреля 1969 года в Ленинграде, в семье морских офицеров. Детство Романа Василенко прошло в стандартных для многих военных семей условиях – в разъездах. Окончил школу в гарнизоне на Дальнем Востоке, после чего поступил в Ярославское высшее военное финансовое училище. Этот факт говорит о целеустремленности будущего бизнесмена – к абитуриентам военных училищ всегда предъявляются жесткие требования при отборе.

    После присвоения воинского звания в 1990 году Роман Василенко продолжил службу офицером в ВМФ. Уволился в запас в 1998 году в звании капитана третьего ранга (майор).

    Первые годы в бизнесе
    Еще во время службы в армии Роман Василенко начал задумываться о предпринимательской деятельности. После увольнения он работал в финансово-консалтинговых компаниях, при этом активно учился – посещал все доступные на тот момент бизнес-курсы: в Венгрии, Австрии, США, Швейцарии, на Маврикии и Кипре. Степень MBA получил во Франции. Суммарно в финансовом консалтинге бизнесмен проработал около 16 лет.
    Все это время Роман Василенко, по отзывам знавших его людей, стремился к чему-то большему. Он мечтал не просто об известности и собственном, хорошо отлаженном бизнесе. Ему хотелось создать проект, который будет полезен людям и обществу.

    Первый шаг оказался неудачным. В 2013 году он, вместе с партнером, создал собственную компанию. Благодаря его безупречной репутации и умению держать слово, дела резко пошли вверх. Но произошло то, что часто случается при излишней доверчивости – воспользовавшись удобным случаем, компаньон переоформил все документы на себя, оставив Романа Викторовича буквально ни с чем. Бизнесмен решил принять ситуацию как ценный опыт и продолжил интересоваться инвестированием.

    2014 год оказался поворотным в биографии Романа Викторовича – его пригласили на круглый стол, состоявшийся в Государственной Думе. Заседание было посвящено проблемам молодежи в свете утечки мозгов за границу. Главными причинами отъезда были названы нехватка жилья и невозможность найти достойную работу. Именно тогда и оформилась идея с конкретной целью – дать возможность людям жить достойно здесь и сейчас.

    Роман Василенко – жилищный кооператив как альтернатива ипотеке
    Наиболее предпочтительным вариантом оказалось объединение опыта в сетевом маркетинге и жилищного вопроса, к чему немедленно и приступил Роман Василенко. Best Way был создан в 2014 году. С момента основания принципиальной позицией работы компании стала прозрачность и абсолютная доступность информации для обычных пользователей.

    Как говорит сам Роман Василенко, участие в кооперативе можно рассматривать как покупку квартиры в складчину. Пайщик вносит 35% от стоимости квартиры, оставшуюся сумму 65% платит кооператив из собранных средств. Участник выплачивает долг беспроцентно в течение 10 лет, после чего жилье переходит в его собственность. При этом у него есть право прописаться и въехать в купленную квартиру сразу же после оформления сделки купли-продажи.

    2025年2月11日
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    <a href=https://www.pravda.ru/realty/1880301-best_vei_otkaz_prokurature/>ЖК Бествей</a>
    Биография
    Мнение
    Роман Василенко – известный предприниматель и меценат. Бывший офицер, ушедший в запас с сохранением права ношения военной формы. Создатель альтернативной ипотеке социальной жилищной программы, позволяющей приобрести жилье не только трудоспособным гражданам, но также молодежи, лицам с ограниченными физическими возможностями, пенсионерам.
    Биография
    Родился 5 апреля 1969 года в Ленинграде, в семье морских офицеров. Детство Романа Василенко прошло в стандартных для многих военных семей условиях – в разъездах. Окончил школу в гарнизоне на Дальнем Востоке, после чего поступил в Ярославское высшее военное финансовое училище. Этот факт говорит о целеустремленности будущего бизнесмена – к абитуриентам военных училищ всегда предъявляются жесткие требования при отборе.

    После присвоения воинского звания в 1990 году Роман Василенко продолжил службу офицером в ВМФ. Уволился в запас в 1998 году в звании капитана третьего ранга (майор).

    Первые годы в бизнесе
    Еще во время службы в армии Роман Василенко начал задумываться о предпринимательской деятельности. После увольнения он работал в финансово-консалтинговых компаниях, при этом активно учился – посещал все доступные на тот момент бизнес-курсы: в Венгрии, Австрии, США, Швейцарии, на Маврикии и Кипре. Степень MBA получил во Франции. Суммарно в финансовом консалтинге бизнесмен проработал около 16 лет.
    Все это время Роман Василенко, по отзывам знавших его людей, стремился к чему-то большему. Он мечтал не просто об известности и собственном, хорошо отлаженном бизнесе. Ему хотелось создать проект, который будет полезен людям и обществу.

    Первый шаг оказался неудачным. В 2013 году он, вместе с партнером, создал собственную компанию. Благодаря его безупречной репутации и умению держать слово, дела резко пошли вверх. Но произошло то, что часто случается при излишней доверчивости – воспользовавшись удобным случаем, компаньон переоформил все документы на себя, оставив Романа Викторовича буквально ни с чем. Бизнесмен решил принять ситуацию как ценный опыт и продолжил интересоваться инвестированием.

    2014 год оказался поворотным в биографии Романа Викторовича – его пригласили на круглый стол, состоявшийся в Государственной Думе. Заседание было посвящено проблемам молодежи в свете утечки мозгов за границу. Главными причинами отъезда были названы нехватка жилья и невозможность найти достойную работу. Именно тогда и оформилась идея с конкретной целью – дать возможность людям жить достойно здесь и сейчас.

    Роман Василенко – жилищный кооператив как альтернатива ипотеке
    Наиболее предпочтительным вариантом оказалось объединение опыта в сетевом маркетинге и жилищного вопроса, к чему немедленно и приступил Роман Василенко. Best Way был создан в 2014 году. С момента основания принципиальной позицией работы компании стала прозрачность и абсолютная доступность информации для обычных пользователей.

    Как говорит сам Роман Василенко, участие в кооперативе можно рассматривать как покупку квартиры в складчину. Пайщик вносит 35% от стоимости квартиры, оставшуюся сумму 65% платит кооператив из собранных средств. Участник выплачивает долг беспроцентно в течение 10 лет, после чего жилье переходит в его собственность. При этом у него есть право прописаться и въехать в купленную квартиру сразу же после оформления сделки купли-продажи.

    2025年2月12日
  • Davidbroks

    Андрей Алистратов: От уголовника-индивидуала до слуги криминалитета
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    Ранее судимый по «наркотической» статье блогер Андрей Алистаров позиционирует себя Робин Гудом, борющимся с теми, кто «обманул людей», – но в действительности он работает в интересах пирамидчиков, в том числе украинских, спонсирующих ВСУ, продвигает через свой канал «Железная ставка» онлайн-казино и черный криптообмен/фишинговый криптообман, отмывает наркодоходы за счет сделок с недвижимостью в Дубае.

    То есть работает в интересах российского преступного сообщества, пытающегося нажиться на предпринимателях, столкнувшихся с незаконными, часто заказными претензиями со стороны российских правоохранительных органов.

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    Уроженец Калуги Алистаров отсидел четыре года в лагере – за продажу наркотиков детям.

    Там он связался с уголовными авторитетами и, выйдя из тюрьмы, продолжил участвовать в криминальном бизнесе по распространению наркотиков и отмыванию наркодоходов от них с помощью риелторского бизнеса, который Алистаров создал совместно с партнерами из российского преступного сообщества в России и Эмиратах.

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    Канал Алистарова «Железная ставка» – «разоблачение» неправильных (по мнению криминалитета) финансовых проектов и продвижение «правильных»: пирамид и онлайн-казино, спонсирующих Алистарова.

    Он начинался как канал о «правильных» ставках в казино и не сменил название – потому что маркетинговая задача осталась прежней: расчищать поле для «хороших», по «экспертному» мнению Алистарова (то есть заплативших ему), мошенников.

    Обычно Алистаров начинает с попытки вымогательства – представляет жертве компромат и предлагает заплатить. Если жертва отказывается, в ход идут травля и насилие.

    Подстрекательство и нападение в Дубае

    1 января 2025 года состоялось жестокое нападение двух казахстанцев на предпринимателя, проживающего в Дубае, – его избили, отрезали ухо, обворовали.

    До этого Алистаров снял 12 роликов, где подсвечивал адрес этого предпринимателя, публиковал незаконно полученную информацию о его близких и его бизнесах в ОАЭ. Безо всякого стеснения использовал подглядывание, подслушивание, незаконное проникновение, вмешательство в частную жизнь – все то, что в Эмиратах, где строго соблюдается неприкосновенность имущества и жизни инвесторов, является тяжким уголовным преступлением.

    До этого Алистаров публично распространял информацию о месте жительства бизнес-партнера этого предпринимателя – то есть незаконное нарушение конфиденциальности, защищенности финансов и имущества, тайны частной жизни с помощью скрытых источников информации и информаторов в ОАЭ вошло у него в систему. Он терроризирует предпринимателей, в отношении которых нет никаких обвинительных решений судов – ни за рубежом, ни в России.

    Алистаров рассказывал, что заявил на предпринимателя в Интерпол и правоохранительные органы ОАЭ – якобы он помогает правоохранительным органам. Но это почему-то не привело к аресту предпринимателя – может быть, потому, что полиция ОАЭ не видит криминала в его деятельности?

    Ряд партнеров предпринимателя осуждены в России, сам он в розыске российских правоохранительных органов – но не осужден. Иностранные правоохранительные органы не имеют к нему претензий.

    2025年2月12日
  • Davideffem

    Trailer trucks queue to cross into the United States at the Otay Mesa Port of Entry, in Tijuana, Mexico, November 27, 2024. Jorge Duenes/Reuters
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    Since President Donald Trump won the election in November, businesses across the globe have been bracing for higher tariffs — a key Day One promise the president made.

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    That could change, come 11:59 p.m. ET on Saturday — the deadline Trump set for when he says he will slap 25% tariffs on all Mexican and Canadian goods and a 10% tariff on all Chinese goods.

    The tariffs, he said, will be imposed as a way of punishing the three nations, which Trump claims are responsible for helping people enter the country illegally and supplying fentanyl consumed in the US.

    Speaking to reporters from the Oval Office on Thursday, Trump said he meant business, especially with his tariff threats on Mexico and Canada. White House Press Secretary Karoline Leavitt also confirmed on Friday that Trump will levy the 10% tariff on China on Saturday.
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    Should these threats be believed? Yes and no, said Trump’s former Commerce Secretary Wilbur Ross.
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    The threat of blanket tariffs is likely being overstated, Ross said in an interview with CNN. “There probably will be exclusions, because there are some goods that just are not made here, will not be made here, and therefore, there’s no particular point putting tariffs on.”

    Ross, who was one of a handful of initial cabinet members in Trump’s first administration who kept their position for the entire four-year term, said he advocated for such exclusions when he advised Trump on tariff policies.

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