Group 1 - The Federal Reserve is expected to lower interest rates in September, with a high probability of three rate cuts throughout the year, driven by unexpected declines in U.S. employment data and economic uncertainty [1][3] - The U.S. stock market reacted positively to the Fed's signals, with the Nasdaq reaching new highs, as Wall Street investment banks began to promote a new bull market for U.S. stocks [3] - Seven countries have announced a suspension of package services to the U.S., which is a significant response to U.S. unilateralism and could impact the U.S. logistics and e-commerce sectors [1][5] Group 2 - The suspension of package services is a direct consequence of the U.S. changing its low-value tax exemption policy, which previously allowed for a significant volume of imports without tariffs [5] - The U.S. Treasury has imposed sanctions on two Chinese companies for allegedly facilitating oil transport for Iran, which has drawn strong opposition from China, emphasizing the illegitimacy of unilateral sanctions [5][7] - The U.S. strategy of using financial dominance and sanctions to control global trade is facing resistance, as Chinese companies are adapting and strengthening their risk management capabilities in response to U.S. pressures [7]
连续降息三次,美联储定了?7国停止邮寄包裹,中方将反击,特朗普突然痛下黑手
Sou Hu Cai Jing·2025-08-27 03:11