Group 1: Tariff Negotiations - The tariff negotiations are currently stalled, with little progress made since Trump's announcement to delay "reciprocal tariffs" for 90 days [4] - The U.S. is in a deadlock with Japan over auto tariffs, and no breakthroughs were achieved during the G7 summit [4] - The market is closely watching how Trump will handle the impending expiration of the 90-day delay, with potential for either further delays or a return to "reciprocal tariffs" [4] Group 2: Federal Reserve Rate Cuts - Trump has publicly pressured the Federal Reserve to lower interest rates by 2 to 3 percentage points, claiming it could save the U.S. over $800 billion annually [6] - Fed Chairman Powell indicated a cautious approach, acknowledging that tariffs have raised short-term inflation expectations, but suggested that a weak labor market could lead to earlier rate cuts [6] - Other Fed officials have also signaled support for a rate cut in July, with a consensus forming around the idea that inflation is no longer a primary concern [6] Group 3: Israel-Iran Conflict - The Israel-Iran conflict has escalated again shortly after a ceasefire, with Trump warning Israel against further attacks [9] - The conflict is closely tied to oil prices, and any escalation could lead to significant increases in oil prices, impacting U.S. inflation and the need for rate cuts [9] - Despite Trump's calls for increased shale oil production, U.S. shale producers have been reducing drilling activity due to various market pressures [9] Group 4: Overall Challenges - Trump faces intertwined challenges from tariffs, Federal Reserve rate cuts, and the Israel-Iran conflict, which collectively represent significant hurdles [13] - The decisions made in response to these challenges will have direct implications for the U.S. economy and political landscape in the near future [13]
特朗普近期有点忙,要同时处理三大事情,每一件都棘手!
Sou Hu Cai Jing·2025-06-25 23:34