Trump's New Tariff Policy Three Plans Exposed
Latest news shows that the tariff policy being brewed in the White House has formed three main versions, which are expected to be officially announced at 3 PM Eastern Time on April 2 (3 AM Beijing Time on April 3).
Plan A: Global Uniform Tariff Rate
Core Content: A unified 20% tariff on all imported goods
Advantages:
Simple and efficient implementation
Avoids loopholes for businesses
Characteristics:
Trump's favorite "one-size-fits-all" model
May trigger a global trade war
Some people point out that if this plan is implemented, it may lead to:
US inflation soaring
Global supply chain disruption
Stock market volatility
Plan B: Differential Tariff Rate
Core Idea: Implement equivalent taxation based on the current tariffs of each country
Supporters: Treasury Secretary Becerra
Controversial Points:
Need to establish a complex regulatory system
Risk of transshipment trade
Former Commerce Secretary Ross commented:
"This plan is like whack-a-mole; there are always new loopholes to plug"
Plan C: Mixed Tariff Rate
Latest Progress: Most likely to be implemented
Specific Operation:
Base Tariff: 15-20% (covers most goods)
Key Industries: Additional tariffs (e.g., semiconductors +10%)
Pending Items:
Key industry list
Exemption clause details
Implementation timetable
Industry Predictions:
Automobile, chip, pharmaceutical, and other industries are most likely to be key targets. A Goldman Sachs report shows that if Plan C is adopted, it is expected that:
• The US Consumer Price Index will rise by 2-3%
• Related industry stock prices may drop by 15%
The question is: Which plan do you think has the greatest likelihood?