特朗普要对进口家具下手？是否征税、税率多少 50天内见分晓

Core Viewpoint - The U.S. government is initiating a significant tariff investigation on furniture imports, which may lead to new tariffs aimed at reviving domestic furniture manufacturing [1][2]. Group 1: Tariff Investigation - President Trump announced a 50-day investigation into furniture imports, with unspecified tariff rates to be determined [1]. - The investigation is part of a broader inquiry under Section 232 of the Trade Expansion Act, which assesses whether imports threaten national security [1][3]. - The investigation has already led to a sharp decline in stock prices for major furniture retailers, with Wayfair down 10% and RH down 9.9% [1]. Group 2: Price Trends - Furniture prices in the U.S. have been rising due to increased tariffs on major import sources like Vietnam, with significant price increases noted in recent months [2]. - The Consumer Price Index (CPI) for furniture and bedding saw increases of 0.4% and 0.9% in June and July, respectively, following a period of deflation [2]. - Other furniture categories, including office and outdoor furniture, experienced their largest price increases since May, with a 1.5% rise in May and 1.6% and 1.5% increases in June and July [2]. Group 3: Broader Trade Context - The Trump administration has been increasingly utilizing Section 232 and Section 301 investigations, with a total of 11 product categories currently under investigation, including steel, aluminum, and semiconductors [3]. - The trend indicates a shift from raw materials to downstream industries, suggesting a comprehensive approach to trade protection [3][4]. - Previous Section 232 investigations have led to extensive tariffs on various products, with the potential for tariffs to extend to a wide range of goods, including furniture [4].