Core Viewpoint - Japan's Finance Minister, Kato Katsunobu, stated that tariffs are not an appropriate measure to address trade imbalances [1] Group 1 - Kato emphasized that relying on tariffs could lead to negative consequences for both domestic and international economies [1] - The minister highlighted the importance of dialogue and cooperation among nations to resolve trade issues rather than imposing tariffs [1] - Kato's comments reflect Japan's stance on maintaining free trade principles in the face of rising protectionism globally [1]

Group 1 - The Japanese Finance Minister Kato stated that tariffs are not a reasonable tool to reduce trade imbalances [1] - Emphasized the importance of open and free trade [1] - Expressed concerns over the uncertainties caused by tariffs initiated by U.S. President Trump [1]

Core Insights - The U.S. government reported that prices for common imported goods such as furniture, sporting goods, and appliances saw the largest increase in years in June [1] - The decline in prices for automobiles and certain service categories largely offset these increases, keeping the overall inflation rate stable [1] - Companies are facing further price increase pressures due to depleting inventories and the impending implementation of stricter tariffs under the Trump administration [1] - Forecasts indicate that tariffs are expected to drive inflation higher in the coming months [1]

Core Viewpoint - Brazilian President Lula expressed that Trump shows a lack of interest in cooperation and seems to believe he can impose tariffs at will [1] Group 1 - Lula's comments highlight concerns regarding Trump's approach to international trade and tariffs [1] - The statement suggests a potential for increased trade tensions between Brazil and the United States under Trump's policies [1]

美联储戴利：关税的影响可能比我们预期的更为温和。 ...

Group 1 - Canadian Finance Minister Champagne stated that there is no evidence suggesting that U.S. President Trump would agree to reduce tariffs on Canada to zero [1]

欧元兑美元跌0.4%，暂报1.1588。 丹麦经济部长Lose称，欧盟准备在与美国谈判贸易问题时捍卫自身利益。 欧盟必须警惕（美国总统特朗普挑起的关税造成的）欧盟企业所承担的额外税负。 ...

联合航空首席执行官：虽然关税尚未确定，但市场和大多数企业对未来在更狭窄的结果范围内应对方式 有了更清晰的预判。 ...

美联储理事库格勒：鉴于失业率低和关税带来的建房价格压力，将利率政策利率保持稳定"一段时间"是 合适的。 ...

法国兴业银行全球经济与跨资产研究主管表示，"央行的最大资产是公信力，若因撤换掌门人而受损，市场反应将极其负面，""这将引发显著波动"，并称继 任者猜测会进一步加剧美债和美元震荡。 周三美债剧烈震荡，因有报道称特朗普拟解雇鲍威尔，短债一度因降息预期升温而上涨，随后特朗普表态暂无撤换计划。尽管特朗普今年多次批评鲍威尔， 但此次事态升级令投资者担忧央行可能面临政治干预。 智通财经APP注意到，美国国债价格下跌，因市场正消化总统特朗普最新抨击美联储主席鲍威尔引发的冲击波。周四美债收益率曲线全线上扬，10年期国债 收益率微升1个基点至4.47%，30年期国债收益率仍维持在5%上方。 特朗普虽称"极不可能"解雇鲍威尔，但仍持续施压，重申美联储维持利率过高，并拒绝"排除任何可能性"。 华尔街三大行高管均强调美联储自主权至关重要。但利率决策需联邦公开市场委员会多数支持，新任主席需说服同僚支持降息。最新点阵图显示官员对年内 降息路径仍存分歧，主因对特朗普关税影响通胀的看法不一。 本哈穆表示，"我不认为鲍威尔真的会被解雇，但这在目前来说真的无关紧要，因为市场很快就会意识到他被人为地排除在外，并开始预测下一任主席会怎 么做，""无 ...