107次提及“关税”！美联储重磅发布

Group 1 - The Federal Reserve's Beige Book indicates that uncertainty in international trade policies is significantly worsening the economic outlook across various regions in the U.S. [1] - The term "tariff" appeared 107 times in the latest report, more than double its occurrence in March and significantly higher than during Trump's first term from 2018 to 2020 [3] - The mention of "uncertainty" and similar terms rose to 89 times in April's report, compared to 47 times in March, highlighting growing concerns among businesses [5] Group 2 - Companies express a lack of confidence in forecasting even six months ahead due to uncertainty in trade policies, which is hindering expansion and mergers [6] - There is a noticeable increase in automobile sales as consumers rush to purchase before potential tariff implementations, although overall consumer spending has declined when excluding auto purchases [8] - The tourism industry is experiencing a downturn, with fewer Americans traveling and a decline in international visitors, potentially costing the U.S. tourism sector hundreds of billions this year [10] Group 3 - The Chief Investment Officer of Greenwich Wealth Management noted that many foreign tourists are canceling trips to the U.S., which could harm the country's international reputation and take a long time to recover [12] - The former president of the Kansas City Federal Reserve stated that the current high uncertainty complicates the Fed's decision-making, with economic data showing slight weakness but not necessitating interest rate cuts yet [12] - The Fed must closely monitor inflation trends, as tariffs could introduce inflationary pressures while also considering the impact of tariffs on short- and medium-term economic growth [14]