【注】
【1】高盛最新的分析說,根據他們採用最細緻的數據,從中國進口的商品價格幾乎沒降,所以所有關稅都是美國消費者承擔:
The cost of Trump』s tariffs has fallen 『entirely』 on US businesses and households: Goldman
Goldman Sachs said the cost of tariffs imposed by President Donald Trump last year against Chinese goods has fallen 「entirely」 on American businesses and households, with a greater impact on consumer prices than previously expected.
The bank said in a note that the trade war』s impact on U.S. consumer prices is now higher than previously expected, partly because Chinese exporters have not lowered their prices to better compete in the US market
「One might have expected that Chinese exporters of tariff-affected goods would have to lower their prices somewhat to compete in the US market, sharing in the cost of the tariffs,」 Goldman said.
因為中國出口商賺錢是在人民幣基礎上的,這是說中國出口商的利潤更大了。不過國內的氣氛到沒反應這點。