Group 1 - The Trump administration announced a 50% import tariff on hundreds of steel and aluminum derivative products, with 407 product codes included in the U.S. Harmonized Tariff Schedule, effective from August 18, 2025 [1] - The U.S. government is considering using funds from the CHIPS Act to acquire a stake in Intel, with negotiations in early stages and various options being evaluated [1] - The Federal Reserve announced the termination of the "new activity supervision program" established in 2023, which was aimed at enhancing oversight of banks' cryptocurrency activities, reflecting a trend of regulatory relaxation in the crypto industry [1] Group 2 - The U.S. Trade Representative's office canceled a planned trip to India for negotiations, reducing the likelihood of reaching an agreement before the August 27 deadline [2] - The EU plans to unveil a specific proposal for a "Savings and Investment Alliance" this quarter, aimed at simplifying investment processes to channel bank deposits into investments, enhancing household wealth and broadening corporate financing channels [2] - Japan's Finance Minister emphasized the need for close cooperation between the government and the central bank to implement appropriate policies, despite the independence of monetary policy [2] Group 3 - U.S. retail sales increased by 0.5% month-on-month in July, marking the second consecutive month of significant growth, with the previous value revised from 0.4% to 0.9%, and a year-on-year increase of 3.9%, translating to a 1.2% real growth after inflation adjustment [2] - The Michigan Consumer Sentiment Index for August unexpectedly dropped to 58.6, the first decline since April, below the expected 62, with one-year inflation expectations rising to 4.9% and five-year expectations to 3.9% [2] - Japan's Q2 real GDP grew by 0.3% quarter-on-quarter and 1% year-on-year, marking five consecutive quarters of expansion, driven primarily by a 1.3% increase in business equipment investment despite high inflation suppressing personal consumption [2]
国际金融市场早知道：8月18日
Xin Hua Cai Jing·2025-08-17 23:23