Group 1 - The Trump administration is conducting a significant tariff investigation on furniture imports, with tariffs to be determined within 50 days [2] - The imposition of tariffs across various sectors, including furniture, is expected to have profound impacts on inflation and global supply chains [3] - Canadian Prime Minister Carney announced the cancellation of several retaliatory tariffs on U.S. goods, while maintaining tariffs on U.S. automobiles, steel, and aluminum, indicating a complex trade relationship between the U.S. and Canada [3] Group 2 - Fitch Ratings reported that U.S. consumer spending is expected to slow significantly in the first half of 2025, influenced by trade policy uncertainty and stock market volatility [4] - Despite a rebound in Q2 GDP data, the underlying growth structure is not ideal, with consumer and investment growth showing signs of slowing down due to ongoing tariff impacts [4] - The potential for continued downward pressure on U.S. consumer spending and private investment growth is anticipated as a result of Trump's tariff policies [4] Group 3 - The Federal Reserve's actions are closely monitored by global capital markets, with calls for a 100 basis point rate cut this year from a prominent candidate for the Fed chair position [5] - Fed Chair Powell's recent comments suggest a potential shift towards a more dovish stance, opening the door for rate cuts in September [6] - Concerns about an aging population impacting economic growth and inflation have been raised, with labor shortages potentially leading to increased wage demands [8]
特朗普关税大棒扑向家具业!鲍威尔“放鸽”,降息稳了?
Sou Hu Cai Jing·2025-08-25 05:57