萨默斯说，"米兰关于分析中性利率对连贯地思考货币政策至关重要的看法是正确的，不过，我必须 说，我对他的分析质量非常失望。" 美国前财政部长萨默斯猛烈抨击了米兰作为美联储理事的首次演讲，称其未能为大幅降息提供适当的分 析基础。 萨默斯在一档节目上说，"我想不起来在纽约经济俱乐部或由一位美联储理事发表过比这更弱的演讲 了，如果这就是特朗普总统一直倡导的激进降息的最佳理由，那么这个理由比我先前设想的还要弱。" 米兰在9月17日美联储做出利率决定前，曾是美国总统特朗普的白宫首席经济学家，后加入美联储。他 上周就所谓的中性利率发表了讲话。这是一个理论上的利率设定，即政策既不刺激通胀和就业市场，也 不起刹车作用。他认为，中性利率已被特朗普的政策推低，使得美联储当前的立场过于紧缩。 这位新任美联储理事在9月17日的会议上，曾持异议主张进行更大幅度的50个基点降息。他在演讲中得 出结论，政策基准利率现在"大约过高了2个百分点"。 作为哈佛大学教授的萨默斯赞扬了米兰对中性利率的重视，不过，现任美联储主席鲍威尔和其他决策者 长期以来一直淡化在实时决策中辩论中性利率的价值。 这位前财长指责米兰没有讨论联邦政府正在扩大的赤字，也没有 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 印度贸易及政府消息人士表示，尽管金银价格创下历史新高，但该国9月金银进口量仍较8月近乎翻倍。 这一现象背后，是银行与珠宝商为赶在节日前备货，并规避可能上调的进口税，纷纷加速囤货。 作为全球第二大贵金属消费国，印度进口量激增，有望为本周创下纪录的金价提供支撑。 "即便金银价格创下纪录高位，买家仍在持续追涨，投资需求也大幅攀升，"塔卡称。其公司9月金银采 购量较8月增加了一倍多。 印度贸易部数据显示，8月印度进口64.17吨黄金，耗资54亿美元；进口410.8吨白银，耗资4.516亿美 元。 印度政府将于10月中旬发布9月贸易数据。 周二，印度黄金期货价格创下每10克11.69万卢比的历史新高，白银期货价格也攀升至每公斤14.433万卢 比的历史峰值。 孟买一家私营贵金属进口银行的交易商表示，近几个月珠宝商一直在等待金价回调，因此暂未大量采 购；但如今金价再创新高，且节日季临近，他们不得不支付溢价备货。 不过，进口量激增可能会扩大印度的贸易逆差，并对本已走弱的卢比构成压力。 一位因未获授权向媒体发声而要求匿名的政府官员表示："过去两周，珠宝商和银行从海关清 ...

每经AI快讯，9月30日，英国第二季度贸易逆差289.39亿英镑，前值为逆差235亿英镑。 ...

Core Insights - Tunisia's trade deficit reached 14.64 billion dinars in the first eight months of 2025, compared to a deficit of 11.92 billion dinars in the same period of 2024 [1] Group 1 - The trade deficit increased by 4.72 billion dinars year-on-year, indicating a worsening trade balance [1]

Group 1: Monetary Policy and Economic Outlook - Milan advocates for an immediate aggressive rate cut of 50 basis points to avoid economic damage, suggesting a total reduction of 150 to 200 basis points to approach neutral interest rates [2][3] - Goolsbee expresses caution regarding premature large rate cuts, emphasizing the need to bring inflation down to 2% before considering significant reductions [4] - Goolsbee remains optimistic about the U.S. economy's path towards reducing inflation, despite concerns about the labor market and the pace of AI adoption in businesses [4] Group 2: Trade and Economic Growth - The U.S. trade deficit narrowed significantly by 16.8% in August to $85.5 billion, driven by a $19.6 billion drop in imports [6][7] - The second quarter saw the U.S. economy grow at an annualized rate of 3.8%, revised up from 3.3%, with trade deficit reduction being a major contributing factor [7]

The nation's trade deficit in goods sank 17% in August to a two-year low, extending a run of big ups and downs as business try to time imports and exports to pay the least amount of tariffs. ...

Core Points - The imposition of a 39% tariff by the Trump administration has severely impacted Switzerland's exports to the U.S., with a notable 22% decline in foreign sales in August compared to July, marking a rare occurrence for Swiss exports [1][4] - The trade deficit with the U.S. has significantly narrowed from 2.93 billion Swiss francs to 2.06 billion Swiss francs (approximately 2.6 billion USD), reaching the second-lowest level since the peak of the COVID-19 pandemic [1][5] - The Swiss government has been actively negotiating with the U.S. to lower the tariff rates, but efforts have so far been unsuccessful, despite ongoing dialogues [5][6] Trade Dynamics - The 39% tariff on Swiss goods is substantially higher than the average tariff rate of 15% imposed on developed countries, creating a unique challenge for Switzerland [5] - The Swiss agricultural sector remains sensitive to trade negotiations, with strong domestic opposition to increasing imports of U.S. beef and poultry, reflecting a commitment to food security and self-sufficiency [6] - Overall, Switzerland's exports to other European countries and North America have helped mitigate the impact of the U.S. tariffs, resulting in only a 1% decline in total export volume [6] Sector Performance - Exports of luxury watches from Switzerland decreased by 8.6% in August compared to July, while core pharmaceutical exports, which are exempt from tariffs, unexpectedly fell by 1.3% [7] - Despite the resilience shown by the Swiss economy, the government anticipates a significant slowdown in economic growth due to aggressive U.S. taxation policies [7] - Switzerland is actively seeking to diversify its export markets, recently signing a new free trade agreement with the Mercosur bloc [7]

Group 1 - The U.S. sanctions target key sectors such as semiconductors, biotechnology, and aerospace, claiming national security concerns while aiming to curb China's technological rise [1] - The sanctions disrupt normal operations of Chinese companies and significantly disturb global supply chain stability [1] - The timing of the sanctions coincides with upcoming U.S.-China negotiations, indicating a strategy to pressure China into concessions during talks [1] Group 2 - The upcoming negotiations in Madrid appear to focus on tariffs, technology restrictions, and cross-border data flow, but the underlying dynamics are more complex [1] - The U.S. aims not only to reduce trade deficits but also to comprehensively hinder the development of China's high-tech industries through tariff policies [1]

Core Insights - Japan's trade surplus with the United States decreased by 50.5% in August, reaching 323.9 billion yen, the lowest level since January 2023 [2] - Exports to the U.S. fell by 13.8% year-on-year, marking five consecutive months of decline [2] - The decline in automobile exports to the U.S. is attributed to the ongoing impact of U.S. tariff policies [2] Group 1: Trade Statistics - In August, Japan's automobile exports to the U.S. decreased by 28.4%, amounting to 307.6 billion yen, with export volume dropping by 9.5% to 86,480 vehicles [4] - The average price of exported vehicles fell by 20.9% to 3.55 million yen, remaining below the previous year's level for six consecutive months [4] - Japan's overall trade balance showed a deficit of 242.5 billion yen in August, marking two consecutive months of deficit [4] Group 2: Export Trends - Japan's total exports in August decreased by 0.1% to 8.4251 trillion yen, with exports to China declining by 0.5% to 1.5007 trillion yen, continuing a six-month downward trend [4] - Exports to the European Union increased by 5.5% to 780.4 billion yen, marking the first increase in two months [4] - The increase in exports to the EU was driven by higher demand for engineering and mining machinery, as well as hybrid vehicles [4]

Group 1 - The core viewpoint of the article highlights the ongoing discussions between the U.S. and Spain regarding trade relations, particularly in the context of the U.S.-EU trade negotiations, which are seen as stabilizing for both countries [3][4]. - The U.S. Trade Representative, Greer, emphasized the positive trade surplus the U.S. has with Spain, indicating a healthy trade relationship [3][4]. - Spain's Finance Minister, Besent, mentioned the establishment of a trade office in Houston, Texas, as a significant step to strengthen U.S.-Spain relations [3][4]. Group 2 - Since 2022, Spain has shifted to a trade deficit with the U.S., marking a significant change in their trade dynamics [4]. - The article notes that Spain is using the opportunity of U.S.-China trade talks in Madrid to repair its relationship with the U.S., especially after recent tensions regarding Spain's restrictions on Israeli military transport [5][6]. - Spain's Prime Minister, Sanchez, has publicly criticized Israeli military actions and announced measures against Israel, which have led to diplomatic tensions [6].