PPI数据再送弹药！特朗普或解雇鲍威尔？华尔街集体反对

Group 1: Economic Indicators - The latest PPI data for June shows a year-on-year increase of 2.3%, the lowest since September 2024, while the month-on-month PPI remained flat, marking a new low since January [1] - Core PPI, excluding volatile food and energy categories, also remained flat month-on-month, with a year-on-year increase dropping from 3.2% in May to 2.6% in June [1] - Economic analysts suggest that despite tariffs raising prices of manufactured goods, weak demand has kept overall inflation stable in June [1] Group 2: Impact of Tariffs - The decline in air passenger service prices is attributed to a decrease in international tourists traveling to the U.S., which may negatively impact the retail, leisure, and dining sectors, further contributing to economic weakness [1] - The EU is prepared to impose additional tariffs on U.S. imports worth €72 billion (approximately $84 billion) if trade negotiations fail, with a detailed list of 202 pages including high-value goods and everyday items [5] - The UN predicts a 0.5 percentage point decline in global economic growth due to Trump's tariff policies, which have disrupted global supply chains and raised costs [5] Group 3: Market Reactions - Investors are increasingly reallocating their portfolios away from U.S. stocks, favoring markets in Europe, Japan, and other Asian regions, as they reassess their stock allocations [7] - Fidelity International notes a strategic shift in global investment, with a focus on sectors with growth potential and attractive valuations, particularly in Asia [7] - The ongoing uncertainty and rising tariffs are expected to lead to weaker economic growth and sustained high inflation in the U.S. [5][8]