【丰业银行:即使征收关税 美国也很难实现将制造业产能迁回国内的目标】金十数据4月1日讯,丰业银行分析师John McNally写道,美国关税政策的既定目标之一是将制造业产能迁回国内,但由于美国经济的结构性因素,即使有可能实现,也将是困难而昂贵的。分析显示,要想在美国替代进口制成品,需要将产量提高约36%,具体数字因行业而异,同时不考虑可能限制国内同类替代品供应的专利或知识产权规则问题。这将需要在制造业增加61%的工人,相当于雇佣美国私人劳动力总数的5.7%。乐观地说,假设生产率翻倍,总体招聘需求将接近400万名额外员工,这仍需要数年时间。对于一个表现超出潜力、面临人口下降的经济体来说,这也将给工资和通胀带来巨大的上行压力。
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