👉 Los aranceles del 25% a las importaciones de acero y aluminio impuestos por el gobierno de Trump han comenzado a afectar a economías globales, incluyendo Argentina. Aunque Canadá y México son los principales exportadores afectados, la medida también impacta a empresas argentinas como Tenaris. En respuesta, Canadá intentó imponer una retención del 25% en exportaciones eléctricas, pero retrocedió tras la amenaza de un aumento arancelario al 50%.
👉 Mientras tanto, los mercados financieros estadounidenses continúan inestables, con caídas en el Dow Jones y S&P 500. La Unión Europea ha anunciado medidas arancelarias contra Estados Unidos como represalia.
🗣️ Antonio Laje
👉 Seguí en #OtraMañana
📺 a24.com/vivo
👉 Mientras tanto, los mercados financieros estadounidenses continúan inestables, con caídas en el Dow Jones y S&P 500. La Unión Europea ha anunciado medidas arancelarias contra Estados Unidos como represalia.
🗣️ Antonio Laje
👉 Seguí en #OtraMañana
📺 a24.com/vivo
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NewsTranscript
00:00It is important at the global economic level that they are going to impact in Argentina with another round trip by Trump.
00:06Today is an important day because today the tariffs of 25% to steel and aluminum imports begin to come into force.
00:14This will affect Argentina, particularly two Argentine companies.
00:18It affects other countries much more, such as Canada and Mexico,
00:22which in fact are the main exporters of aluminum and steel to the United States.
00:30But yesterday there was another march and countermarch by Trump,
00:35which in reality has to be said, this one went well for Trump.
00:38Why? Because when Trump announces these tariffs,
00:42on his own, Canada is a very federal country, as is the United States,
00:46on his own, the Prime Minister of Ontario,
00:49which is one of the most important provinces where Toronto is, so that we have references,
00:53decides to put a kind of retention to electricity exports.
00:59This is as if it were the Paraguayan-Argentine relationship with Yacyretá.
01:02Well, the same with New York, with Michigan, various states in the north of the United States,
01:09depend on the electricity that Ontario sells them.
01:11And what did he say? I'm going to put a 25% tax reimbursement.
01:15So Trump said, ah yes, well then tomorrow, for today,
01:19it will not be 25% the tariff for what Canada sells, it will be 50%.
01:24Automatically, the Prime Minister of Ontario stepped back,
01:28he said, ok, I don't charge this retention, and then Trump steps back with the measure.
01:34Now what is in force from today is the 25% that was originally proposed.
01:39But that had not remained only for Mexico, it was moved to April.
01:42What was moved to April is everything that excludes, everything that is not steel and aluminum.
01:49Steel and aluminum, it was always clear that it was going to be for everything.
01:52But wait a minute, cars are steel and aluminum.
01:55No, it's okay, here we are referring to raw material.
01:59Exactly, raw material, steel and aluminum.
02:01Mexico, Canada, China, or the whole world.
02:05The whole world. No, no, no, the whole world, that's why this also affects Argentina.
02:08Oslar, at the time, you told us when the original announcement was made.
02:12Yes, and Tenaris too.
02:14Yes, well, Tenaris has a much wider market.
02:18Diversified, totally.
02:20How did this impact the market?
02:21And beware that today something important is also going to happen in the United States
02:24that can have an impact on the world.
02:26Well, stocks do not find a floor, both Dow Jones and S&P 500 kept falling.
02:31There we have, to show the numbers, Dow Jones 1.1% in dollars, S&P 0.8%,
02:37Nasdaq 0.2%, they kept falling.
02:40What did improve slightly, there is an important index,
02:43which we have there that measures volatility.
02:45Well, it barely improved yesterday.
02:48And beware, because today the inflation data from the United States comes out,
02:52which is expected from last month, clearly.
02:54It is expected that there could be a slight improvement in February,
02:57but also these measures, even a new threat,
03:01is expected, unfortunately, in the future,
03:05that there is a slight acceleration of inflation.
03:07You assume that the companies, the swing that goes up, turn it into prices.
03:11Well, of course.
03:12In fact, what Trump wants is that companies that use Chinese steel,
03:18Japanese steel, Canadian steel, Mexican steel,
03:21I mean, to take the main importers,
03:23have to go to American steel.
03:25The United States also produces steel.
03:27And in fact, in the first government of Trump,
03:29there was, thanks to the tariffs,
03:31a reinforcement of what all this was.
03:34Now, attention also, because what Trump did celebrate
03:38is that he lowered the price of fuel and the price of eggs.
03:42Do you remember that the price of eggs was a whole topic?
03:45Was there a drop in the price of eggs in recent weeks?
03:49We have to see if this is going to help lower the inflation index.
03:53Yes, and in that line, we expect that today's data is positive, of inflation.
03:56And then you already have measures against measures from other regions.
03:59The European Union has just announced that,
04:01precisely because of what it implies, steel and aluminum,
04:06it is already announcing tariff measures against the United States.
04:10Good.
04:11The trade war.
04:12You have aluminum in place, basically,
04:14which is something like 250 million dollars of importation.
04:17Exactly.
04:18Exactly, we have to see, more or less, as Dario explained very well,
04:21a free trade treaty has been around for a long time.
04:24If an intermediate point is negotiated with certain products,
04:27that could be faster within this energy trade.