【百利好指数专题】关税占尽优势 美股上涨正劲

Group 1 - The core viewpoint is that recent progress in trade negotiations has led to a strong performance in the US stock market, with major indices reaching historical highs, reducing uncertainty in the global economic outlook [1][3] - The US has reached trade framework agreements with several countries, including the EU, Japan, South Korea, and Indonesia, which have significantly lowered tariffs compared to previous rates, enhancing investor confidence [3] - The Federal Reserve decided to maintain interest rates unchanged, indicating a stable economic environment, supported by strong economic data, which further boosts the stock market [4] Group 2 - The trade agreements include a 15% tariff on goods imported from the EU, significantly lower than the previously proposed 30%, and a commitment from the EU for $750 billion in strategic purchases, including military equipment [3] - The US-Japan agreement also sets a 15% import tariff, with Japan committing to invest $500 billion in the US, ensuring that 90% of investment profits remain in the US [3] - Recent economic data shows a robust performance, with a 3% GDP growth in Q2 and a decrease in the core PCE price index, which reduces the urgency for the Fed to cut rates [4]