关税乱局搅动全球市场，美国资产再遭抛售！

Group 1 - The market is experiencing renewed concerns over U.S. policy uncertainty and the attractiveness of core U.S. assets following President Trump's new tariff plan, leading to a decline in the dollar and U.S. stock index futures [1][3] - The S&P 500 index futures fell by 0.8%, while Asian stock indices rose by 1%, indicating a divergence in market reactions [3] - The recent Supreme Court ruling against Trump's tariff policy has heightened uncertainty, with fears of a decline in the "American exceptionalism" narrative, which had already been challenged by previous tariff announcements [3] Group 2 - U.S. officials assert that the Supreme Court's ruling will not undermine existing trade agreements with partners such as China, the EU, Japan, and South Korea, as they defend the government's strong trade policies [4] - In Asian emerging markets, currencies like the Thai baht, Philippine peso, and Malaysian ringgit have strengthened due to the weakening dollar, contributing to a rise in Asian stock markets [5] - The recent Supreme Court ruling has set limits on the scope of tariffs, potentially reducing tail risks associated with trade policies and enhancing Asia's structural advantages in domestic growth and regional trade integration [5] Group 3 - Traders are closely monitoring responses from global leaders regarding the latest tariff developments to gauge future market directions [6] - The EU trade chief has proposed to pause the approval of agreements with the U.S., while India has delayed negotiations on a temporary trade agreement [6] - Analysts from Goldman Sachs indicate that the comprehensive decline of the dollar may reflect a new wave of policy uncertainty stemming from the Supreme Court ruling, which could negatively impact investor and business activities [6]