Core Viewpoint - The uncertainty surrounding U.S. tariff policies continues to impact various industries, particularly in the appliance sector, as new tariffs are set to be implemented on steel-derived products, including major household appliances [1][2][10]. Tariff Policy Changes - The U.S. Department of Commerce announced a 50% tariff on multiple steel-derived household appliances effective June 23, including dishwashers, washing machines, and refrigerators [2][5]. - Eight categories of household appliances have been added to the list of "steel-derived products," which will be uniformly subject to the 50% tariff rate [6][7]. - The tariff amount will be calculated based on the value of steel components in each product [6]. Impact on Consumers and Employment - The new tariff policy is expected to further burden U.S. consumers, as a study by the University of Chicago and the Federal Reserve indicates that while some jobs have been created, the cost per job is significantly high at $817,000 [10][11]. - The tariffs on washing machines have also indirectly affected the prices of dryers, as they are often sold as complementary products [11]. U.S.-EU Trade Negotiations - Ongoing trade negotiations between the U.S. and the EU are fraught with challenges, with the U.S. demanding what EU officials consider "unbalanced" concessions [3][4][13]. - If no agreement is reached by the July 9 deadline, the U.S. may impose a 50% tariff on most EU goods, which could have severe economic repercussions for the EU [16][18]. - The EU is preparing countermeasures, including a list of U.S. products worth €210 billion targeted for tariffs, and an additional €95 billion list in response to U.S. tariffs on steel and aluminum [17][18]. Key Industries Under Discussion - The U.S. and EU are engaged in discussions regarding critical industries such as steel and aluminum, automotive, pharmaceuticals, semiconductors, and civil aviation, focusing on tariffs and non-tariff barriers [20].
关税重磅!美国宣布,明起加征!
券商中国·2025-06-22 15:16