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新关税签署不到1天,美方迎噩耗:美股大跌,特朗普解雇统计局长
Sou Hu Cai Jing·2025-08-03 09:15

Core Insights - The implementation of new tariffs on imports to the U.S. has raised significant concerns about the health of the American economy, coinciding with the release of troubling employment data [1][3] - The unexpected delay in the tariff policy's implementation has led to speculation regarding the political motivations behind it [3] - The U.S. stock market experienced a dramatic decline, losing over $1.11 trillion in market value due to revised employment data that indicated economic weakness [5] Employment Data Analysis - The U.S. Labor Statistics Bureau reported a non-farm payroll increase of only 73,000 jobs in July, significantly below the market expectation of 100,000 [5] - The revisions for previous months were stark, with June's job additions revised down from 147,000 to just 14,000, and May's data adjusted down to 19,000, indicating a troubling trend of weak job growth [5] - The average monthly job growth over the past three months has dropped to 35,000, marking the worst performance since 2021 [5] Political Implications - Following the release of the employment report, former President Trump dismissed the head of the Labor Statistics Bureau, suggesting political manipulation of the data to favor the Biden administration [7] - Trump's comments reflect a contradiction, as he criticized the data's accuracy while also implying that previous positive employment figures may have been inflated [7] - The market's confidence is now under scrutiny, particularly regarding the ability of the newly appointed Labor Statistics Bureau head to operate independently amid political pressures [7] Economic Outlook - The current economic situation is more precarious than portrayed, with rising inflation rates reported for the second consecutive month [9] - Federal Reserve Chairman Jerome Powell noted that the burden of tariffs imposed by Trump will eventually be passed on to American consumers, highlighting the limitations of tariffs as an economic tool [9] - The effectiveness of maintaining tariff policies while managing interest rates poses a complex challenge for the economy [9]