Airbus CEO Warns Of 'Very Strong' US Protectionism Under Trump
Airbus CEO Warns Of 'Very Strong' US Protectionism Under Trump
European aerospace companies are bracing for "very strong" protectionism in the United States as Donald Trump prepares to take office. Guillaume Faury, CEO of Airbus SE (OTC:EADSY), voiced his concerns about the potential impact on the industry.
歐洲航空航天公司正在爲美國即將上任的特朗普準備應對 "非常強烈 "的保護主義。空中客車集團(ADR)首席執行官吉約姆·福裏表達了他對這一行業潛在影響的擔憂。
What Happened: Faury, who also leads France's GIFAS aerospace association, noted that supply chains are still recovering from the pandemic's disruptions, Reuters reported on Thursday. While the European aerospace sector is witnessing robust demand for commercial aircraft and increased defense spending, it faces challenges like overcapacity and job reductions in the satellite industry.
發生了什麼:福裏同時也是法國GIFAS航空航天協會的負責人,指出供應鏈仍在從疫情的干擾中恢復,路透社週四報道。雖然歐洲航空航天板塊正在見證商業飛機的強勁需求和國防支出的增加,但衛星行業卻面臨過剩產能和裁員等挑戰。
As Trump's inauguration approaches, the industry anticipates a significant shift toward protectionism. Trump has previously threatened tariffs on foreign goods to prioritize American interests. Faury also pointed out the European defense sector's struggle with financing shortages, despite ongoing conflicts such as the one in Ukraine.
隨着特朗普就職典禮的臨近,該行業預計將朝着保護主義發生顯著轉變。特朗普之前曾威脅對外國商品徵收關稅,以優先考慮美國利益。福裏還指出,儘管烏克蘭等衝突依然存在,歐洲軍工股仍在爲融資不足而苦苦掙扎。
He urged the French government, led by Prime Minister Francois Bayrou, to maintain support for research on emissions reduction and to ease corporate charges, warning against repeating past mistakes seen in other industries.
他呼籲由總理弗朗索瓦·巴伊魯領導的法國政府,保持對減少排放研究的支持,並減輕企業負擔,警告不要重蹈其他行業的覆轍。
Why It Matters: The prospect of a Trump presidency has raised concerns in Europe about the potential for a new round of tariffs, which could trigger an economic recession. Analysts have issued pessimistic outlooks for European economic growth following Trump's election victory.
爲什麼這很重要:特朗普總統的前景在歐洲引發了對潛在新一輪關稅的擔憂,這可能會引發經濟衰退。分析師對特朗普當選後的歐洲經濟增長發佈了悲觀的展望。
Trump's win has also sparked a "reshoring" rally, with stocks of companies focused on bringing production back to the U.S. surging sharply. This trend is driven by expectations of protectionist policies.
特朗普的勝利還引發了一場 "重返生產 "的熱潮,專注於將生產帶回美國的公司股票急劇上漲。這一趨勢受到保護主義政策預期的驅動。
Furthermore, Goldman Sachs analysts have flagged a near 30% probability of market corrections due to rising inflation pressures, trade tensions, and political uncertainty ahead of Trump's second term. These factors could lead to deeper market volatility and weaker forward returns for equities.
此外,高盛分析師已標記出由於通貨膨脹壓力上升、貿易緊張和特朗普第二任期前的政治不確定性,市場修正的概率接近30%。這些因素可能導致市場波動加劇和股票未來收益減弱。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明:此內容部分由Benzinga Neuro生成,並由Benzinga編輯審核和發佈。
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