新的行业关税有何影响？：——特朗普关税政策更新

Tariff Policy Impact - On September 25, Trump announced new tariffs ranging from 25% to 100% on various goods effective October 1, including a 50% tariff on kitchen cabinets and bathroom sinks, 30% on upholstered furniture, and 100% on patented and branded drugs[2] - The estimated total import value of the affected goods in 2024 is $125.06 billion, accounting for 3.8% of total U.S. imports, with $10.16 billion coming from China, representing 8.1% of the total[4] Tariff Rate Changes - The effective tariff rate on imports is projected to rise from 2.3% at the end of 2024 to 9.6% by July 2025, marking the highest level since 1947[3] - Trump's tariffs on China have increased by 54% this year, with 24% currently suspended, while other trading partners with a surplus have seen a minimum 15% increase[3] Economic Indicators - Upcoming economic data includes the September ADP employment numbers and ISM manufacturing PMI, scheduled for release on October 1[5] - Recent economic indicators show a decline in the WEI index, indicating a downturn, while mortgage rates have decreased, leading to a significant rise in mortgage applications[6][25] Financial Conditions - U.S. financial conditions have marginally improved over the past two weeks, while Eurozone conditions have tightened[7] - The credit spread for U.S. high-yield corporate bonds has widened, indicating increased risk perception in the market[7]