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关税对全球冲击实际有多大?未来一周数据将全面展示
Hua Er Jie Jian Wen·2025-05-18 01:38

Group 1 - The core viewpoint of the articles highlights the significant impact of U.S. tariffs on global economic growth and inflation, with upcoming economic data expected to reveal the true effects of these tariffs [1][3][4] - A series of economic data releases are scheduled, including China's retail and industrial production figures, as well as the S&P Global PMI index for major economies, which will provide insights into the economic activity and potential slowdown [1][2] - The G7 finance ministers' meeting in Canada may lead to a collective assessment of trade impacts, contingent on reaching a consensus on a communiqué [1] Group 2 - S&P Global economists indicate that the international trade environment remains highly uncertain, with widespread expectations that tariffs will suppress global growth and elevate inflation [3] - Bloomberg economists note that U.S. import prices suggest that American importers are currently bearing most of the tariff costs, with little change in the import price index excluding tariffs since the beginning of the year [4] - There is evidence that the anticipation of Trump's trade actions has already distorted business operations, as seen in the nearly 60% year-on-year increase in EU exports to the U.S. in March [4]