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  阿波罗全球管理公司首席经济学家斯托斯滕·斯洛克(TorstenSlok)认为,如果特朗普关税政策保持不变,美国今年几乎肯定会陷入衰退。

  斯洛克周一接受采访时表示:“这一切都取决于关税保持在目前的水平,如果关税保持在目前的水平,我们绝对会在2025年陷入衰退。”

  斯洛克说,如果本月早些时候实施的高关税继续生效,美国经济产出连续两个季度萎缩的概率将高达90%,国内生产总值(GDP)将下降4个百分点。

  斯洛克的经济衰退预测的核心是关税,他认为,这对美国小企业的损害尤其严重,因为小企业不太可能持有足够的现金来支付更高的进口商品税。

  “他们基本上没有钱和现金来支付额外的关税,”斯洛克说。“因此,如果这种情况继续下去,我们将会有大量零售商破产。”

  就业和情绪损害

  斯洛克曾在国际货币基金组织(IMF)和经济合作与发展组织(OECD)工作,之后在德意志银行和美国银行工作。他说,零售业的任何下滑最终都会损害劳动力市场和消费者信心,因为员工人数少于500人的小企业占美国总就业人数的80%。

  应特别关注每周申领失业救济人数报告,因为就业市场的疲软将首先在这些报告中显现出来。斯洛克说:“关税的影响仍然很大,尤其是对小企业的影响。我们还没有在申请失业救济的人数中看到这种情况,但我们应该会看到。”

  今年4月,华尔街衰退的呼声越来越高,尽管特朗普关税政策的频繁变化使得预测者几乎不可能衡量其全面影响。本月早些时候,摩根大通资产管理公司的大卫·凯利(DavidKelly)在特朗普4月2日的声明发布后立即表示,美国今年经济衰退的概率为60%,这取决于高关税是否继续存在。

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