关税突发！刚刚，特朗普签了

Core Viewpoint - The article discusses the recent executive order signed by President Trump to adjust import tariffs and implement trade and security framework agreements with foreign trade partners, aimed at addressing national emergency and protecting the U.S. economy and national security [1][3]. Group 1: Executive Order and Tariff Adjustments - The executive order emphasizes measures to respond to a national emergency and enhance cooperation with foreign trade partners through trade and security agreements [3][10]. - The order allows for adjustments to tariffs based on agreements, including the potential reduction of certain tariffs to zero for products that cannot be produced domestically or are in insufficient supply [10]. Group 2: Economic Impact of Tariffs - The Federal Reserve's "Beige Book" report indicates that from mid-July to the end of August, all Federal Reserve districts reported price increases related to tariffs, with many companies passing on cost increases to customers [5][6]. - The report highlights that due to increased economic uncertainty and rising tariff rates, wage growth for many households has not kept pace with rising prices, leading to stagnant or declining consumer spending across all Federal Reserve districts [6]. Group 3: Trade Deficit and Import Trends - Preliminary data from the U.S. Department of Commerce shows that the trade deficit in July expanded to $78.3 billion, significantly higher than the adjusted June deficit of $59.1 billion, driven by increased imports ahead of new tariffs [9]. - In July, U.S. imports rose by 5.9% to $358.8 billion, while exports increased by only 0.3% to $280.5 billion, resulting in a notable rise in the overall trade deficit [9]. - Year-to-date, the trade deficit has increased by $154.3 billion, or 30.9%, compared to the same period in 2024, with imports rising by 10.9% and exports by 5.5% [9].