1.原文连结:纽约时报 http://0rz.tw/BTpqQ
2.原文内容:
重点翻译一下
On Monday, the president trumpeted what he has called “an incredible deal”
for farmers and manufacturers, saying they would be first in line to reap
the benefits of his agreement.
周一,川普大肆宣扬他为农民和制造商达成了“难以置信的交易”,他们会是川普达成
的协议下的首位受益者。
“Farmers will be a a very BIG and FAST beneficiary of our deal with China,”
Mr. Trump said in a Twitter post on Monday. “They intend to start
purchasing agricultural product immediately. We make the finest and cleanest
product in the World, and that is what China wants.”
川普周一在推特上说道:“农民将很快成为我们与中国达成协议的庞大受益者”,“中国
打算立即开始购买我们的农产品,我们生产全世界最好、最干净的产品,这就是中国想要
的”
In a separate tweet late Sunday night, Mr. Trump said China had agreed to
reduce and remove tariffs on cars coming into China from the United States.
The tariff rate is 40 percent, which China had raised in response to Mr. Trump
’s tariffs, and it was not clear to what level it would fall.
上周日晚上,川普在推特上说中国已经同意对美国降低和撤销汽车关税,中国此前将汽车
关税上调至40%以回应川普的关税政策,但目前还不清楚中国会把关税下调到何种程度。
The disclosure took trade watchers and auto industry figures in both
countries by surprise. The issue of auto tariffs had not appeared in either
government’s public statement after the trade war truce.
该消息令中美两国的贸易观察家和业界人士感到意外。在贸易战停火协议之后,中美两国
政府的公开声明都没有提到汽车关税问题。
Even White House officials who were in the meeting with Mr. Xi were not sure
what Mr. Trump meant. Peter Navarro, one of Mr. Trump’s top trade advisers,
said on NPR that the subject came up, but he could offer no details. Larry
Kudlow, the director of the National Economic Council, acknowledged to
reporters in a briefing that he was uncertain what Mr. Trump was referring to
but said he hoped all the tariffs will eventually reach zero.
甚至连参与川习会的白宫官员也不确定川普说的话是什么意思。川普的首席贸易顾问之一
的纳瓦罗,在接受全国公共广播电台访问时提到了这个话题,但他无法提供更多细节。
美国国家经济委员会主席库德洛在接受记者采访时向记者承认,他不确定川普所指的是
什么意思,但他希望所有的关税最后都会归零。
“We don’t have a specific agreement on that,” he said.
“我们没有就此达成具体协议”,他说道。
The confusion continued into Monday night, when the White House revised Mr.
Kudlow’s statement that the trade truce would begin on Jan. 1, rather than
Dec. 1, giving the two sides an extra month to strike a deal. The White House
released a corrected transcript of Mr. Kudlow’s remarks, striking out
January and replacing it with December to reflect that the 90-day clock had
already begun.
这场混乱持续到周一晚上,当时白宫修改了库德洛的声明(贸易战停火协议生效日期将于
明年1月1日开始而不是从今年的12月1日开始,双方还有额外的一个月可以达成协议)。
白宫发布了一份关于库德洛声明的修正版,以12月份开始生效的版本取代原来的1月开始
生效的版本。
The lack of specific commitments from China and the conflicting statements
from United States and Chinese officials struck many analysts as a sign that
the president might ultimately get far less than he was publicly portraying.
中国缺乏具体承诺以及美中两国官员相互矛盾的言论,使得许多分析师认为川普最终能
拿到手的比他公开描绘的还要少得多。
For instance, after leaving Buenos Aires on Saturday night, Mr. Trump told
reporters aboard Air Force One that Mr. Xi had agreed to approve a deal China
had previously rejected between Qualcomm, a San Diego-based chip maker, and a
Dutch firm, NXP, calling it “a big thing.” But Qualcomm had already
abandoned its plan to buy NXP and said on Monday that it would not be
resuscitating any agreement.
比如,在周六晚上离开布宜诺斯艾利斯后,川普告诉记者,习近平已经同意放行高通收购
恩智浦。恩智浦将其称为“一件大事”,但高通已经放弃了收购恩智浦的计划,周一时
高通还表示恩智浦并购案已经终止了。
3.心得/评论:
库德洛和纳瓦罗都不知道川普所说的中国同意降低或者撤销汽车关税是啥意思,
所谓的90天不是从明年1月1号开始算,而是从12月1号开始算,呃...库德洛自己都晕了吧
白宫自己内部消息就那么紊乱,川普说的跟纳瓦罗、库德洛说的不一致
一个扮黑脸一个扮白脸带风向操作市场,一下说不确定中国购买的美国农产品数额,一下
又说中国会大量购买美国农产品,又说中国同意降低和撤销汽车关税,到底是降低还是
撤销? 我看他们放假消息放到自己都乱了XD
https://imgur.com/a/xVatgA7 越来越多美国农场主走向破产,川普任内美国农场主破产
数量创下新高,今年还没结束的情况下,2018年破产数量已经远远超过2008-2009年的经济
危机时期。
突然提到汽车关税原因也很简单,通用要关厂裁员14000之外,福特也说了会裁员70000人
,而且涉及不少美国工厂,故意放假消息的目的就是希望能暂时稳住这两个大公司让他们
放缓离开美国的计划,还有安抚一下破产数量创历史新高的农业主。
题外话说一下,美国债3年、5年期收益率倒挂,2007年以来首次,情况对美国越来越险峻
了。