Umhlalutyi: I-Trump Tariffs 2.0 inokukhokelela kwi-Yo-Yo Effect

Umhlalutyi weenqanawa uLars Jensen uthe i-Trump Tariffs 2.0 inokukhokelela "kwisiphumo se-yo-yo," oku kuthetha ukuba imfuno yokungeniswa kwesikhongozeli sase-US inokuguquguquka kakhulu, ngokufana ne-yo-yo, yehla kabukhali oku kuwa kwaye iphinde iphinde iphinde ibuyele ngo-2026.
Ngapha koko, njengoko singena ngo-2025, iindlela zentengiso yokuthumela iikhonteyina azibonakali ngathi zilandela "isikripthi" esilindelwe ngabahlalutyi ngokubanzi. Ngethamsanqa, owona mceli mngeni ucinezelayo-umngcipheko woqhankqalazo kumazibuko ase-East Coast-uthintekile. Ngomhla we-8 kaJanuwari, i-International Longshoremen's Association (ILA) kunye ne-US Maritime Alliance (USMX) yazisa isivumelwano sokuqala. Nokuba kunjalo, ezi ziindaba ezimnandi ngokwenene zozinzo kwimakethi yokuthumela iikhonteyina ngo-2025.

Ngeli xesha, ukuhanjiswa ngezigaba kwesikhundla yiNkulumbuso ye-Alliance, intsebenziswano "yeGemini", kunye neNkampani yoShipping yeMeditera ezimeleyo (MSC) ekuqaleni kukaFebruwari kunokukhokelela kwisiphithiphithi sexesha elifutshane, kodwa nje ukuba ukuthunyelwa komthamo kugqityiwe, uzinze ngakumbi kwaye uthembekile. Indawo yemarike inokuqikelelwa ngo-2025, ekwaziindaba ezimnandi kubaphathi bekhonkco lonikezelo.

Nangona kunjalo, impembelelo ye-Trump Tariffs 2.0 isafuna ukuqwalaselwa ngakumbi, ngakumbi kumxholo wokungalingani kwemfuno yokubonelela kwimarike yase-US. Ngapha koko, isoyikiso nje soluhlu lweerhafu sele luyichaphazele imarike, abanye abarhwebi baseMelika “bangxamele ukuthunyelwa ngokungxama” ukunciphisa umngcipheko. Kodwa okwenzekayo ngo-2025 nango-2026 kuya kuxhomekeka kwisikali kunye nobubanzi beerhafu eziphunyeziweyo ekugqibeleni.

Kuhlala kungacacanga ubungakanani kunye nexesha leTrump Tariff 2.0. Nangona kunjalo, ukuba imirhumo engqongqo yenziwa, isiphumo se-yo-yo siya kudlala.

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Ngeli xesha, u-Adam Lewis, umongameli we-Clearit Customs Brokers e-US, ulumkisa ukuba uTrump ubonakala ezimisele, kwaye isantya sokuphunyezwa sinokukhawuleza kakhulu kunokuba bekulindelwe, ekhuthaza ukulungela.

Ulumkise wathi, "Ixesha lokuphunyezwa linokuba ziiveki nje."

Ubonise ukuba uTrump unokusebenzisa umthetho okhethekileyo ukukhawulezisa ukuphunyezwa, ngokudlula iingxoxo ezinde kwiCongress.

Umthetho ovela kwi-1977 ugunyazisa umongameli wase-US ukuba angenelele kurhwebo lwamazwe ngamazwe emva kokubhengeza imeko engxamisekileyo yelizwe ukujongana naziphi na izoyikiso ezingaqhelekanga ezijongene ne-US Oku kwaqala ukusetyenziswa ngexesha le-Iran yokubamba ingxaki phantsi kolawulo lweCarter.

Iingxelo zibonisa ukuba amalungu eqela lezoqoqosho likaTrump axoxa ngesicwangciso sokunyusa ngokuthe ngcembe amaxabiso malunga ne-2-5% ngenyanga.

U-Brandon Fried, umlawuli olawulayo we-Air Freight Association (AfA), wabelana ngeenkxalabo ezifanayo. Uye wathi, "Ndicinga ukuba kufuneka sizithathele ingqalelo izimvo zikaTrump malunga neerhafu."

I-AfA iyayichasa imiqobo yerhafu, njengoko idla ngokunyusa iindleko kwaye inokuxhokonxa izenzo zokuziphindezela ezithintela ngakumbi urhwebo. Nangona kunjalo, uthe, "Lo nguloliwe okhawulezayo, kwaye akukho lula ukumphepha."

Inkonzo yethu ephambili:

·Inqanawa yoLwandle
·Inqanawa yomoya
·Iqhekeza elinye elilahlwayo lisuka kwiWarehouse yangaphesheya

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Ixesha lokuposa: Jan-18-2025