金十数据6月11日讯，美国上诉法院裁定，在上诉程序进行期间，特朗普的关税措施可能仍将继续生 效。 美国上诉法院裁定特朗普关税在上诉期间或继续生效 ...

Core Viewpoint - The U.S. Court of Appeals has ruled that the tariffs imposed by Trump can be maintained for a longer duration [1] Group 1 - The ruling indicates a potential extension of the tariffs, which may impact trade dynamics and economic relations [1] - This decision could influence various industries that rely on imports affected by these tariffs [1] - The longer duration of tariffs may lead to increased costs for consumers and businesses, affecting overall market conditions [1]

美国上诉法院称特朗普关税可维持更长时间。 ...

Group 1 - The U.S. stock index futures are maintaining gains of less than 0.1% in early Asia trading on Tuesday [1] - The U.S. Court of Appeals is set to rule on whether to extend the enforcement period regarding the legal dispute over most of President Trump's global tariffs [1] - The U.S. Department of Justice requested the Court of Appeals to extend the previously granted short-term stay on the lower court's ruling from May 28, which deemed most of Trump's tariffs illegal [1]

Core Insights - The article highlights two significant positive developments that could impact the debate surrounding the "Beautiful Big Bill" [1] Economic Performance - The Federal Reserve reported a GDP growth of 4.7% in the first two months of the quarter, significantly higher than the Congressional Budget Office's forecast of 1.8% [1] - If GDP growth reaches 3%, the budget could be balanced, indicating that the bill may not increase the deficit but rather be beneficial [1] Trade and Tariffs - Recent data shows that imports in the last month were less than half of the previous month, suggesting that Trump's tariffs are effective and will continue to have an impact [1] Political Implications - Economic performance is seen as a key factor in determining the outcome of the 2026 midterm elections, with confidence expressed that Trump has laid the groundwork for the budget proposal through various executive orders [1]

ca 洪源的宏观策略 洪源:真金白银 06-03 如题。 昨日, 乌克兰派遣无人机深入俄罗斯境内， 突袭了俄罗斯 停靠战略轰炸机群的机场，造成了40多架战机被摧毁, 多架受损。据闻，部分战机是可以携带核武器的轰炸机。 俄罗斯随即反应，在新闻媒体会上声称"核武器已经准备 在新闻媒体会上声称"核武器已经准备就 绪，打击目标不限于乌克兰"，并对于基辅发动了持续时间 最长的一次轰炸袭击。 看新闻标题, 人们难免感觉到整个世界处于核战的边缘, 而乌克兰的这次突袭颇有些"珍珠港"对味道。毕竟，俄罗 斯受损的不仅仅是大量的战机和远程核打击的能力, 而更 多的是这个战斗民族的情节。连乌克兰都打不过,很难称 得上是一个军事强国。最后， 双方谈判继续, 并达成了进 步交换战俘的协定，但停火协议还是遥遥无期。 港股在周末乌克兰突袭的消息后开盘大跌,但是盘中深V反 弹收回四百多点的跌势,令在长假中的A股松了口气。昨夜 美股也走出了类似的深 V 行情，午盘后在英伟达等半导体 公司的带动下展开反弹。 这个数据在这个周期里明显受到了特朗普关税的影 然而, 响。因此,美国今年一二季度的经济数据,在分析的时候 需要考虑关税这个特殊的情况。比如 ...

美国国会预算办公室（CBO）发布关于特朗普关税影响的报告。 ...

Core Points - A federal appeals court has temporarily allowed several tariffs imposed by Trump on international trade partners to remain in effect [1] - The U.S. Court of Appeals for the Federal Circuit stated that the decisions and permanent injunctions made by the International Trade Court will be temporarily suspended until further notice [1] - The lower court's ruling will be delayed at least until June 9, when both parties will submit legal arguments regarding the suspension of the case [1] Summary by Sections - **Court Ruling**: The appeals court's decision indicates a pause on the lower court's ruling that questioned Trump's authority to impose tariffs under the International Emergency Economic Powers Act [1] - **Next Steps**: The appeals court will weigh the issues in the case and consider whether to extend the suspension of the lower court's decisions [1] - **Legal Context**: The International Trade Court had previously ruled that Trump's use of the International Emergency Economic Powers Act did not grant him unlimited tariff authority [1]

美国上诉法庭临时叫停针对总统特朗普关税的法院判决。联邦巡回法庭宣称，其需要时间来研究（移交 给他们的）诸多材料。 标普500指数目前涨0.17%，道指涨0.11%，纳指涨0.15%。 ...

如果关税未能持续征收，将削弱特朗普在国内外宣扬其经济成就和贸易强硬立场的说服 力，对其政治遗产和未来执政能力构成实质性挑战。 白宫对CIT的裁决将上诉至华盛顿特区的美国联邦巡回法院，最终可能上诉至美国最高法院。在上诉期 间，白宫可能会寻求紧急中止令，暂缓执行裁决，继续征收关税。 这次裁决给予行政部门最多10天时间完成停止征税的行政程序。如果特朗普政府在此期间成功获得了 紧急中止令，那么关税将继续征收，直到上诉法院或最高法院作出进一步裁决。 3、即使上诉最终失败，特朗普政府仍然可能寻求援引其他法律授权来复刻"对等关税"的效果。 文：国金宏观宋雪涛 5月28日，美国国际贸易法院（CIT）做出了一项重要裁决：认定"特朗普宣布的全球关税行政命令， 以及随后对报复国家征收额外关税的命令"均超出了总统在《国际紧急经济权力法》（IEEPA）下的权 限。此外，法院还裁定，以打击毒品贩运为由对墨西哥和加拿大征收关税的行政命令也属非法，原因是 这些关税未能有效解决毒品 贩运问题。 1、这次裁决暂停了特朗普绝大多数关税——"对等关税"和针对中国、加拿大和墨西哥征收的与芬太尼 相关的关税。 232条款和301条款加征的关税则不受影响 ...