00:00Potrebbe arrivare oggi dunque l'attesissimo verdetto della Corte Suprema sulla legittimità o meno dei dazi decisi da Trump senza
00:06passare dal Congresso.
00:08Intanto i dazi non hanno avuto almeno per ora l'effetto desiderato sul deficit commerciale.
00:13In base ai numeri del Dipartimento del Commercio, infatti il deficit ha raggiunto i 901,5 miliardi di dollari nel
00:202025, uno dei livelli più alti mai registrati dal 1960.
00:25E in attesa dei prezzi e del PIL, intanto non si sarebbe realizzato lo scenario Armageddon che si temeva prima
00:35che Donald Trump imponesse i dazi.
00:38Questa è l'analisi di David Zervos e di Jeffries.
00:55At the April levels, which were some of the lows of the post-COVID period, since the surge after 2021
01:04-22, the post-COVID inflation surge.
01:08So I think that's proven to be a big miss by the economics community and this idea that it was
01:15the end of global trade.
01:16Remember, we were going to go into deglobalization and nobody was going to trade with each other and everybody was
01:22freaking out.
01:22And here we are with numbers that really aren't that sort of different.
01:27I think the sort of Armageddon idea that everybody subscribed to in April, May and got themselves very bent out
01:34of shape about, with the exception of a few, is just not played out the way many had thought.
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