关税突然推迟！市场开始慌了？

Core Viewpoint - The article discusses the recent extension of the tariff implementation date by the U.S. government, highlighting the underlying motivations and implications for both domestic and international markets [1][2][3]. Group 1: Tariff Extension Reasons - The extension of the tariff deadline from July 9 to August 1 is primarily a tactic to buy more time for negotiations with countries facing tariffs [1]. - The lack of countries fully complying with U.S. demands is a significant reason for the delay, with only a few nations like Vietnam showing compliance [1][2]. - The U.S. administration is under pressure to generate revenue through tariffs to offset fiscal deficits, especially after the passage of the "Big Beautiful" legislation [3]. Group 2: Inflation and Economic Impact - The administration aims to delay inflation by postponing tariff implementation, as tariffs can lead to increased costs for imported goods, thereby raising consumer prices [5][6]. - The Federal Reserve's reluctance to lower interest rates due to high inflation is a concern for the administration, which is trying to manage inflation expectations [4][5]. Group 3: Market Reactions - Despite the tariff announcement, markets, particularly in Japan and South Korea, showed resilience, indicating a diminishing impact of tariff news on asset prices [6][7]. - The market's perception of the tariff situation has shifted to one of skepticism, with expectations that the U.S. may ultimately accept lower tariff rates [7][8]. Group 4: Future Risks and Strategies - The potential for U.S. debt default poses a significant risk to capital markets, which could lead to increased volatility [9]. - Investors are advised to consider both riskier assets during market fluctuations and stable income-generating investments to hedge against potential downturns [10].