讀後心得

Volkswagen of Germany will impose an "import fee" in the United States to respond to Trump's newly imposed 25% import tariff, an action seen as the first noticeable reaction of the automotive industry to the new policy. Although economists predict that the tariffs could raise consumer goods prices, lower-income consumers will bear a greater loss, the overall impact may not be as pronounced as expected. The White House has sent mixed messages regarding whether the tariffs are a bargaining chip, with Trump emphasizing that the tax has negotiating power. This has been accompanied by fluctuations in global stock markets and commodity prices.

The business community is rapidly adapting to the new tariff impacts. For example, in the automotive industry, Volkswagen plans to impose an "import fee" on its U.S. dealers later this month. This move is seen as a clear example of how automakers are responding to the 25% tariff on imported cars and parts. The tariff on complete vehicles took effect on Thursday, while the tariff on parts will be implemented on May 3. Earlier in April, Volkswagen sent a memorandum to its dealers stating that the specific amount of the "import fee" would be determined in mid-April and informed them that it had suspended railway transport of imported cars, although maritime shipping is still ongoing.

According to forecasts, if Apple passes on the costs to consumers, the price for high-end iPhone models could approach $2,300, while the current highest configuration of the iPhone 16 Pro Max is priced at $1,599.

Experts point out that low-income consumers in the U.S. may face the greatest losses. The chief economist at S&P Global Ratings stated that consumers have historically benefited from international trade, while Trump’s tariff policies could lead to price increases, affecting a variety of products including T-shirts and red wine. Scholars from the Oxford Economics Institute also mentioned that while certain industries may benefit from the return of manufacturing, export-oriented industries will become the victims.

Although imports account for only about 14% of the U.S. economy, economists believe that the overall impact of tariffs may not be as significant as expected, but low-income consumers will be most affected, especially when wealthy tax cuts are also in play. Considering the potential inflationary situations, experts maintain a cautious outlook on the U.S. economic prospects, believing there will be no significant short-term impacts.

At the same time, there are conflicting statements from the White House about whether these tariffs are permanent measures or bargaining chips. Trump indicated that these tariffs have increased negotiating power, but the Secretary of Commerce and trade advisors clearly stated their purpose is not negotiation. As the tariff measures are implemented, global markets have experienced declines, and experts warn this could lead to decreased demand and supply chain disruptions, thereby impacting corporate profits.

There is also more content available on social platforms for reference, so please stay tuned.