Group 1 - The core of the tariff policy under the Trump administration is an attempt to achieve economic goals through increased tariffs, but the consequences are more complex than anticipated [1] - Analysts on Wall Street identify the tariff policy as the biggest obstacle to the Federal Reserve's ability to lower interest rates, creating uncertainty for businesses and consumers [3] - The tariffs imposed by the Trump administration have significantly impacted global trade dynamics, with various countries facing different tariff rates, such as 25% on Japan and South Korea, and up to 200% on key sectors like pharmaceuticals and semiconductors [5] Group 2 - Despite the strong tariff measures, consumer inflation expectations have surprisingly decreased to 3.02%, the same level as before the tariff war began, although this optimism may be unfounded [6] - The progress in U.S.-China trade negotiations contrasts with the difficult negotiations with other countries, largely due to China's control over critical rare earth resources, which gives it leverage in discussions [8] - The overall effects of the tariff policies remain unpredictable, with potential inflation risks still present despite a temporary decline in consumer expectations [8]
中美关税最新消息!纽约联储称通胀已回落,特朗普再加征200%关税
Sou Hu Cai Jing·2025-07-10 21:32