Group 1 - The latest tariffs announced by President Trump include a 30% tariff on imports from Algeria, Libya, and Iraq, a 25% tariff on products from Brunei and Moldova, and a 20% tariff on goods from the Philippines, with the rates largely aligning with previous announcements [2][3] - Trump has extended the negotiation deadline to August 1, allowing trade partners more time, which has led to skepticism on Wall Street regarding the actual implementation of these tariffs [2][3] - The announcement of tariffs has caused market volatility and raised concerns among consumers, businesses, and trade partners about the impact on trade flows and the global economy [3][4] Group 2 - The U.S. stock market saw gains, with the S&P 500 index rising, driven by the technology sector, particularly Nvidia reaching a significant milestone as the first company to achieve a market capitalization of $4 trillion [5][6] - Major technology stocks, including Meta, Microsoft, and Alphabet, also experienced increases, indicating renewed investor interest in artificial intelligence [6][7] - Despite the tariff announcements, traders appear to be downplaying the news, focusing instead on the potential for negotiations and agreements [8] Group 3 - Market expectations for at least two interest rate cuts by the Federal Reserve later this year are providing support for the stock market, with several major investment banks raising their year-end targets for the S&P 500 [8][9] - The Federal Reserve's upcoming meeting minutes are anticipated to provide insights into potential adjustments to interest rate outlooks amid current market volatility [9][10] - Goldman Sachs economists predict that the Fed may cut rates in September, with a likelihood of three rate cuts by the end of the year, as the impact of tariffs on price levels is expected to be less significant than previously thought [10]
深夜!美国总统特朗普宣布对六个国家的关税税率;美股上涨