【UNFX财经事件】创高之后谨慎升温 华尔街等待非农与通胀验证

Group 1 - The core viewpoint of the articles revolves around the impact of tariffs on the U.S. economy and consumer spending, with Federal Reserve officials discussing the lower-than-expected effects of Trump's tariff policies [1][2] - Federal Reserve Governor Stephen Milan stated that most of the costs associated with tariffs are borne by foreign companies and their U.S. subsidiaries, rather than being directly passed on to American households [1] - There is a notable market divergence regarding the impact of tariffs, with some studies indicating that U.S. households face an average tariff burden of approximately $1,400 per year, while Milan argues that the data may not accurately reflect the burden's true attribution [1] Group 2 - The overall performance of the U.S. stock market has been moderate, with the Dow Jones Industrial Average slightly rising to set a new closing record, while futures for major indices showed a slight decline [2] - White House National Economic Council Director Kevin Hassett indicated that the expected decline in job growth over the coming months is primarily due to structural factors related to population growth rather than a weakening economic momentum [2] - The upcoming non-farm payroll and CPI data are critical for determining whether tariffs will continue to exert upward pressure on inflation and whether employment data will support a loose monetary policy [2]