新债王二季度电话会:明天公布的CPI恐逼近5%

2021年06月09日 9188点热度 0人点赞 2,027条评论

新债王二季度电话会:明天公布的CPI恐逼近5%

新债王二季度电话会:明天公布的CPI恐逼近5%

  本文来自加州分析员,作者:Jeff Gundlach

下面是今天电话会的要点:

关于通胀:

1)Gundlach认为现阶段没人能肯定通胀是否是transitory(暂时的),如果非要做出猜测,他觉得transitory的机会是60%。他认为通胀最大的问题是它有自我实现的倾向,因为人们会害怕未来通胀而现在去抢购商品。目前民众对通胀的担心已经接近卡特的大通胀时期。

新债王二季度电话会:明天公布的CPI恐逼近5%

2) Gundlach自己的模型预测这个月(6月10号公布)的CPI会在接近5%的水平,有机会过5% (上个月4.2%)。问题是联储会如何应对5%以上的CPI。

3)目前CPI计算公式里面居住部分(shelter component)是用租金计算,没有反映暴涨的房地产价格。如果换成是房地产,CPI应该是8.75% (这个换算有点无赖,哈哈)。

新债王二季度电话会:明天公布的CPI恐逼近5%

4)CRB指数里面的食物部分按年涨了6%。从历史经验看,CPI计算公式里面的食物部分滞后CRB指数食物部分大概6个月,也就是说目前CPI食物部分还有空间上涨。

新债王二季度电话会:明天公布的CPI恐逼近5%

5) ISM的存货数据处于20年最低点,以及即将过期的失业保险,都支撑通胀是transitory的观点。

关于美元:

Gundlach对目前DXY点位(89-90)是中性观点,但是对于中长期DXY非常悲观(基于双赤字),有可能去到70以下。这个对资产配置有着巨大影响,甚至是引起债务危机的trigger。如果美国不是用巨大财赤去维系GDP,可能立刻就陷入负10%GDP倒退了。对黄金目前中性,但是基于美元贬值而长期看好。

新债王二季度电话会:明天公布的CPI恐逼近5%

关于商品:

他认为商品在大涨之后短期内可能面临回调。目前商品和利率走势产生背离,按照商品的点位,10年美债利率应该在3%。

新债王二季度电话会:明天公布的CPI恐逼近5%

关于美债:

1) 今年美国名义GDP在10%左右,如果按照他自己的公式(美债10年利率等于美国名义GDP和德债利率之和的二分之一),那么10年美债应该在5%左右。

2)铜金比模型预测的10年国债利率在2.65%。

3)但是,他认为美国国债目前”相对吸引”,即相对企业债,房屋贷款和部分股票。所以,他也买了点国债(还是看相对收益,哈哈)。

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    But President Trump, speaking to reporters at Joint Base Andrews in Maryland about the canal on Sunday, said that “we’re going to take it back, or something very powerful is going to happen.”
    <a href=https://kraken26-at.com>kra30.at</a>
    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.

    kra21.cc
    https://kra28-at.com

    2025年2月6日
  • RodolfoGlalk

    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.
    <a href=https://kra25-at.cc>kra27 cc</a>
    Panama’s president, Jose Raul Mulino, provided a different account of the discussion, saying after the meeting that he did not believe Mr. Rubio had conveyed a threat that Mr. Trump might move to reclaim the American-built shipping route. He said he saw little risk of such an intervention.
    <a href=https://kpa26.at>kra21 cc</a>
    But President Trump, speaking to reporters at Joint Base Andrews in Maryland about the canal on Sunday, said that “we’re going to take it back, or something very powerful is going to happen.”
    <a href=https://at-kra27.cc>kra22.cc</a>
    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.

    kra29 cc
    https://kra28at.cc

    2025年2月6日
  • 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.
    <a href=https://kra22-at.com>kra26.at</a>
    Panama’s president, Jose Raul Mulino, provided a different account of the discussion, saying after the meeting that he did not believe Mr. Rubio had conveyed a threat that Mr. Trump might move to reclaim the American-built shipping route. He said he saw little risk of such an intervention.
    <a href=https://kra30cc.ru>kra27 cc</a>
    But President Trump, speaking to reporters at Joint Base Andrews in Maryland about the canal on Sunday, said that “we’re going to take it back, or something very powerful is going to happen.”
    <a href=https://kraken24at.net>kra25.at</a>
    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.

    kra25.cc
    https://kra27cc.ru

    2025年2月6日
  • Philipmiz

    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.
    <a href=https://kra24at.com>kra23.cc</a>
    Panama’s president, Jose Raul Mulino, provided a different account of the discussion, saying after the meeting that he did not believe Mr. Rubio had conveyed a threat that Mr. Trump might move to reclaim the American-built shipping route. He said he saw little risk of such an intervention.
    <a href=https://kra-25.at>kra21.at</a>
    But President Trump, speaking to reporters at Joint Base Andrews in Maryland about the canal on Sunday, said that “we’re going to take it back, or something very powerful is going to happen.”
    <a href=https://kra-29.cc>kra30 at</a>
    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.

    kra30 cc
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    2025年2月6日
  • CoreyUtesK

    АО "АЛМАЗЫ ПОМОРСКОГО КРАЯ" объявило о начале процедуры Pre-IPO на FINMUSTER с целью привлечь 1 млрд рублей для поиска новых месторождений алмазов. Это прекрасная возможность для инвесторов войти в бизнес алмазов и получить доходность от инвестиций.
    <a href=https://investment-platforma.com/blog/tpost/2brnkdabo1-ao-almazi-pomorskogo-kraya-zapuskaet-kru>Инвестиции в алмазы</a>
    <img src="https://tinypic.host/image/ao-almazy-pomorskogo-kraja-ot-poiska-almazov-k-pre-ipo-na-platforme-finmuster-7.2TSNK6"&gt;

    2025年2月6日
  • TravisTop

    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.
    <a href=https://kpa28.at>kra22.cc</a>
    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.
    <a href=https://kra26-at.com>kra21.cc</a>
    ”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.
    kra24 cc
    https://kra30-cc.ru

    2025年2月6日
  • RonaldRat

    Mexico's President Claudia Sheinbaum, US President Donald Trump and Canada's Prime Minister Justin Trudeau. Getty Images
    CNN

    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.
    <a href=https://kra-28.cc>kra28 at</a>
    The proposed tariffs, which Trump announced Saturday, consisted of a 25% duty on all imports from Mexico and most from Canada (there was a carve-out for a 10% tariff on energy products), and a new 10% tariff on Chinese goods. Trump said earlier Monday that he’d be speaking with China soon.
    <a href=https://kpa28.at>kra28 cc</a>
    Trump paused the tariffs on America’s neighbors after Mexican President Claudia Sheinbaum and Canadian Prime Minister Justin Trudeau made commitments, some of which they’d already made, to bolster security at their respective borders with the United States.
    <a href=https://kra-28.cc>kra28.cc</a>
    “I just spoke with President Claudia Sheinbaum of Mexico. It was a very friendly conversation wherein she agreed to immediately supply 10,000 Mexican Soldiers on the Border separating Mexico and the United States,” Trump wrote on Truth Social earlier Monday.

    “These soldiers will be specifically designated to stop the flow of fentanyl, and illegal migrants into our country,” he wrote.

    He took to Truth Social with a similar announcement later in the day, after Trudeau first announced the 30-day pause.

    kra28 at
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    2025年2月6日
  • 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.
    <a href=https://kra-29.cc>kra26.at</a>
    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.
    <a href=https://kra29-at.com>kra22.at</a>
    "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."
    <a href=https://kraken24at.net>кракен официальный сайт ссылка</a>
    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8日
  • доставка алкоголя в москве

    Круглосуточная доставка алкоголя в Москве: удобство или проблема?

    Каким образом это работает?

    24-часовая поставка спиртного в Москве производится посредством многообразные сервисы:

    Онлайн-платформы: Специализированные веб-сайты и программы, что дают широкий выбор алкогольных напитков с поставкой на квартиру. Заведения общепита и пабы: Некоторые заведения, обладающие лицензию для реализацию спиртного, предлагают доставку их продукции в вечернее время. Доставщики службы: Компании, что взаимодействуют с лицензированными продавцами спиртного и проводят доставку по требованию. Преимущества:

    Комфорт: Возможность заказать любимый продукт, не выходя из дома, в любое время суток. <a href="https://t.me/s/dostavka_moskva_alkogolya_24"&gt; доставка алкоголя в москве </a> - Экономия времени: Не нужно тратить время на поход в маркет, особенно в вечернее время. Большой ассортимент: Большой выбор спиртных напитков, в том числе редкие и особенные предложения. Шанс для праздников и мероприятий: Быстрая поставка позволяет оперативно добавить резервы алкоголя, если это потребуется. Недостатки и споры:

    Законность: В РФ не разрешена продажа алкоголя в ночное время (от 23:00 до 8:00). Службы поставки, которые предлагают 24-часовую поставку, часто используют различные схемы, что способны быть противозаконными. Потребление алкоголя: Легкий доступ к алкоголю в любое время может способствовать увеличению потребления, что может повлечь отрицательные результаты на здоровья. Контроль над продажей несовершеннолетним: Имеется риск, что доставщики могут не контролировать возраст покупателей, что может вызвать к реализации спиртного не достигшим совершеннолетия.

    2025年2月8日
  • Jamesrit

    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.
    <a href=https://kra29cc.ru>kra22 at</a>
    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.
    <a href=https://kra29at.cc>kra25.cc</a>
    "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."
    <a href=https://kraken28-at.net>kra29 at</a>
    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.
    kra23.cc
    https://kra23-at.com

    <a href=https://kraken30-at.com>kra26.at</a>

    2025年2月8日
  • Anthonysasig

    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.
    <a href=https://at-kra28.cc>кракен сайт</a>
    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.
    <a href=https://kra27at.com>кракен вход на сайт</a>
    "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."
    <a href=https://kra27-at.cc>kra27 at</a>
    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8日
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  • EdwardExpit

    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.
    <a href=https://kpa26.at>kra22 at</a>
    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.
    <a href=https://kraken27-at.com>kra27.at</a>
    "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."
    <a href=https://kra22-at.cc>kra25.cc</a>
    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8日
  • WilliamNox

    These apes can tell when humans don’t know something, study finds
    <a href=https://mr-7.ru/articles/2024/11/07/sud-v-peterburge-priznal-deiatelnost-finansovoi-piramidy-best-vei-nezakonnoi-news>порно секс жесток</a>
    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.

    Working with three male bonobos, study co-author Luke Townrow, a Johns Hopkins PhD student, would sit across a table from one of the animals as another person placed a treat under one of three cups.
    In some cases, Townrow would be allowed to see which cup the treat was under, and the bonobo would wait for him to pass it the food.

    At other times, he would not be able to see where the treat was, and the bonobo would point to the right cup to help him find the food.

    The “seemingly simple experiment that demonstrated for the first time that apes will communicate unknown information in the name of teamwork,” the statement reads.

    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8日
  • CoreyUtesK

    АО "АЛМАЗЫ ПОМОРСКОГО КРАЯ" запустило процедуру привлечения инвесторов для разработки месторождений алмазов. Привлечение 1 млрд рублей через Pre-IPO на платформе FINMUSTER стало важным шагом для компании в рамках ее амбициозных планов.
    <a href=https://fnmstr.ru/htj16l>Совладелец алмазной компании</a>
    <img src="https://tinypic.host/image/ao-almazy-pomorskogo-kraja-ot-poiska-almazov-k-pre-ipo-na-platforme-finmuster-7.2TSNK6"&gt;

    2025年2月9日
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  • BobbyFroks

    A federal judge on Tuesday afternoon temporarily blocked part of the Trump administration’s plans to freeze all federal aid, a policy that unleashed confusion and worry from charities and educators even as the White House said it was not as sweeping an order as it appeared.
    <a href=https://kra30cc.ru>kra30 cc</a>
    The short-term pause issued by US District Judge Loren L. AliKhan prevents the administration from carrying through with its plans to freeze funding for “open awards” already granted by the federal government through at least 5 p.m. ET Monday, February 3.
    <a href=https://kra27cc.ru>kra28 cc</a>
    The judge’s administrative stay is “a way of preserving the status quo” while she considers the challenge brought by a group of non-profits to the White House plans, AliKhan said.
    <a href=https://at-kra27.cc>kra27 cc</a>
    “The government doesn’t know the full scope of the programs that are going to be subject to the pause,” AliKhan said after pressing an attorney for the Justice Department on what programs the freeze would apply to. AliKhan is expected to consider a longer-term pause on the policy early next week.
    <a href=https://kraken27-at.com>http kra17 cc</a>
    The White House budget office had ordered the pause on federal grants and loans, according to an internal memorandum sent Monday.

    Federal agencies “must temporarily pause all activities related to obligation or disbursement of all Federal financial assistance,” White House Office of Management and Budget acting director Matthew Vaeth said in the memorandum, a copy of which was obtained by CNN, citing administration priorities listed in past executive orders.
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    2025年2月9日
  • Allenvox

    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
    New York
    CNN

    <a href=https://blsp.org>блэкспрут даркнет</a>
    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.

    But over a week into his presidency, Trump has yet to enact any new tariffs.
    <a href=https://bsme.me>СЃРїСЂСѓС‚</a>
    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.
    <a href=https://bsme-at.com>блекспрут</a>
    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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  • Randallmus

    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
    New York
    CNN

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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.

    But over a week into his presidency, Trump has yet to enact any new tariffs.
    <a href=https://bsme.ac>bslp.at</a>
    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.

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