特朗普关税的影响，即将迎来大考，美联储官员接连释放鸽派言论！

Group 1 - The new round of tariffs initiated by Trump on July 7 targets 23 countries, with rates ranging from 20% for the Philippines to 50% for Brazil [2] - Brazil, facing a 50% tariff, plans to negotiate with the U.S. and may implement retaliatory measures if talks fail [2] - Canada is also affected, with a 35% tariff on imports announced to take effect on August 1 [3] Group 2 - Trump plans to impose a uniform tariff of 15% to 20% on nearly all remaining trade partners, indicating an expansion of tariff policies [3] - The tariffs are expected to impact consumer goods, notably toys and hamburgers, leading to potential price increases in the U.S. market [3][4] - Hasbro warns that toy prices may rise this fall due to tariffs, despite some production being moved back to the U.S. [3] Group 3 - The U.S. beef supply is tight, and a 50% tariff on Brazilian beef could lead to a significant increase in hamburger prices, with the effective tax rate potentially reaching 76% [4] - The upcoming U.S. Consumer Price Index (CPI) data will be crucial in assessing the impact of tariffs on inflation [4][6] Group 4 - Wall Street firms expect tariffs to primarily affect core CPI, with predictions of a rise to 0.3% month-over-month in June, up from 0.1% in May [6] - Trump's tariffs on copper imports are causing traders to expedite shipments to avoid the impending 50% tariff, leading to a surge in copper prices [6][8] Group 5 - The copper market is experiencing a supply-demand mismatch, with U.S. copper inventories expected to increase significantly [8] - There is a divergence among Federal Reserve officials regarding the inflationary impact of tariffs, with some advocating for interest rate cuts [10] - Overall, concerns about inflation due to tariffs are rising, with potential long-term effects on consumer prices [10]