Group 1: Tariff Impact on Consumers and Economy - The overall effective average tariff rate for American consumers is projected to rise to 18.3%, the highest since 1934, due to the new round of "reciprocal tariffs" set to take effect on August 7 [1][2] - The increase in tariffs is expected to raise the prices of imported goods, acting as a consumption tax that will squeeze disposable income [2] - Recent economic data indicates a slowdown in the U.S. labor market, with average new jobs added over the past three months at only 35,000 and an unemployment rate rising to 4.2% [1][7] Group 2: Trade Agreements and Economic Principles - The U.S. has reached preliminary trade agreements with several economies, including the UK, Vietnam, and Japan, with the U.S.-Japan trade agreement serving as a model for future agreements [4][5] - Current trade agreements are based on four principles, including a 15% base tariff on exports to the U.S. and high tariffs on specific industries like steel and aluminum [5] - The report warns that increased tariff levels will lead to economic growth slowdown and rising inflationary pressures, predicting long-term negative impacts on international competitiveness and resource allocation efficiency [5] Group 3: Consumer Behavior and Market Trends - Consumer anxiety is rising, with significant declines in sales for major companies like Mondelez International and Procter & Gamble, indicating a slowdown in consumer spending across various income levels [8] - The restaurant industry is also experiencing shifts, with high-income families gravitating towards value-oriented dining options while lower-income families reduce their dining out frequency [8] - Economic challenges are attributed to rising tariffs and strict immigration policies, which are impacting corporate profits and household purchasing power [7]
特朗普关税到底怎样影响美国经济?这些数据在释放信号
Di Yi Cai Jing·2025-08-04 10:04