Group 1 - President Trump threatened to raise the baseline tariff rate to 20%, citing record stock market gains to alleviate concerns about global economic impacts [1] - The market appears to be experiencing "tariff fatigue," with traders seemingly desensitized to economic risks, as indicated by the CBOE Volatility Index (VIX) dropping to its lowest level since February [2] - Analysts warn that the current market pricing reflects an overly optimistic view of tariff risks and economic conditions, with the S&P 500 index being considered overbought [2][3] Group 2 - The potential for increased tariffs may inadvertently provide a stronger basis for the administration to impose them, as financial indicators are viewed as measures of policy success by Trump [2] - Current economic impacts from tariffs have not yet materialized, with controlled inflation in the U.S. and strong Asian exports, although concerns about sustainability in growth remain [3] - The repeated threats of tariffs are seen as a strategy to accelerate negotiations, allowing Trump to claim victories without investors becoming overly concerned about each tweet or decision [3]
美股狂欢成特朗普关税“筹码”？专家：市场已疯，清算在即！
Jin Shi Shu Ju·2025-07-11 08:47