Group 1 - The new round of tariffs announced by the U.S. government is causing significant uncertainty in the stock market, leading to declines in major indices such as the Dow Jones, S&P 500, and Nasdaq [1][2] - The tariffs, set to take effect on August 1, 2025, include a 30% tax on products from Mexico and the EU, and a 35% tax on goods from Canada, which is expected to disrupt inflation forecasts and complicate monetary policy decisions by the Federal Reserve [1][3] - The Federal Reserve is experiencing internal divisions regarding interest rate outlooks, with concerns that tariffs may lead to persistent inflation pressures, while some officials believe the impact will be temporary [3][4] Group 2 - The upcoming earnings season for U.S. companies is under scrutiny, with major banks like JPMorgan, Citigroup, and Wells Fargo set to report results amid potential tariff impacts [5] - The S&P 500 index's earnings growth is projected to slow to 5.8% year-over-year for Q2, down from 13.7% in Q1, raising questions about whether earnings can support current stock prices [6] - A weaker U.S. dollar, which has depreciated approximately 7% in Q2 and 10% year-to-date, may help mitigate some of the adverse effects of tariffs on multinational companies [6] Group 3 - Concerns are growing that the negative effects of tariffs will soon impact corporate performance and market conditions, particularly for smaller companies that may struggle to pass on increased costs to consumers [7] - Analysts suggest that if negotiations fail and tariffs are fully implemented, the stock market could experience further declines, while successful agreements with countries like Japan and South Korea could boost related sectors such as automotive and electronics [4][6]
美新关税加剧不确定性,三大指数全线走低|美股一线
Sou Hu Cai Jing·2025-07-14 00:20