Group 1 - The Federal Reserve's interest rate cuts are expected to lower the total costs for immigration and education in the U.S., benefiting families paying in RMB due to a stronger RMB against a weaker USD [2][4] - The employment and entrepreneurial environment is anticipated to become more favorable as lower interest rates reduce corporate financing costs, encouraging business expansion and job creation [2][4] - Investment immigration projects, particularly EB-5, are likely to benefit significantly from lower financing costs, enhancing project feasibility and expected returns for investors [4][5] Group 2 - Continuous monetary easing by the Federal Reserve presents an opportune moment for closely monitoring and selecting quality EB-5 projects [5] - Potential risks associated with interest rate cuts include inflation that may erode purchasing power, exchange rate volatility, and immigration process delays due to regulatory policies [6] - Recommendations include monitoring exchange rate trends, selecting stable EB-5 projects, and assessing financial leverage for entrepreneurial immigration [8]

Core Viewpoint - The Atlanta Fed President Bostic expresses concerns about inflation and indicates he does not plan to support another rate cut in October, despite rising employment risks [2][3]. Summary by Sections Economic Outlook - Bostic has only planned one rate cut for the entire year of 2025, suggesting no further cuts are needed in the remaining meetings of 2023 [2]. - He acknowledges that the balance of risks has shifted, with employment concerns and inflation being more equal than three months ago [3]. Inflation Concerns - Bostic worries that inflation remains persistently above the Fed's 2% target, with core inflation projected to rise from 2.9% in July to 3.1% by year-end [5]. - He anticipates that inflation may not return to the 2% target until 2028 [5]. Labor Market Dynamics - Bostic believes the current labor market is not in crisis, but the extent of its weakness is still uncertain [5]. - He estimates that limited labor supply accounts for about one-third of the recent slowdown in hiring, with immigration policies potentially exacerbating these challenges [6][7]. Tariff Impact - The impact of tariffs on consumer prices is still unclear, as companies have adopted various strategies to mitigate cost increases [5]. - Bostic notes that the cost increases from tariffs have been more moderate than initially expected, but these buffers may deplete in the coming months, leading to prolonged moderate price pressures [5].

Core Viewpoint - The Trump administration's tariff policies are perceived to be detrimental to American businesses, leading to a lack of intention to increase domestic investments among corporate leaders [1][5]. Group 1: Corporate Sentiment - During a closed-door meeting organized by Yale School of Management, 62% of corporate executives indicated they have no plans to increase investments in U.S. manufacturing and infrastructure [5]. - A survey conducted by Yale revealed that 71% of senior executives believe the U.S. government's tariff policies have harmed their businesses [6]. Group 2: Impact on Consumers and Companies - Over 70% of executives stated that the costs of tariffs are ultimately borne by American consumers and domestic import companies [6]. - The recent ruling by the U.S. Court of Appeals, which deemed several "universal tariffs" implemented by the Trump administration as illegal, was supported by approximately 75% of surveyed executives [6]. Group 3: Economic Confidence - Concerns regarding tariffs, immigration policies, and overall economic conditions have created pressure on corporate leaders, resulting in a lack of confidence to pursue new investments [6]. - 71% of executives expressed that the independence of the Federal Reserve has been undermined due to pressure from the Trump administration [6].

报道说，现场画面显示，大批示威者与警方发生激烈冲突，有许多人挥舞荷兰国旗和极右翼团体相关旗帜，并投掷石块和瓶子。一辆警车被纵火焚烧，附近 一条高速公路被一群示威者短暂封锁。 报道援引当地媒体消息称，抗议者砸碎了荷兰六六民主党总部的几扇窗户。该党领导人耶滕在社交平台X上发帖回应称，"垃圾，你们别插手政党。如果你 们以为能恐吓到我们，那可打错算盘了。我们绝不会让极端暴徒夺走我们美丽的国家"。此外，还有一小群示威者前往荷兰议会大厦，但该建筑因正在翻修 而设有围栏阻隔。 【环球网报道 记者 李梓瑜】据英国《卫报》报道，当地时间20日，荷兰爆发反移民抗议活动，警方与示威者发生激烈冲突。当地政府发言人称，荷兰警方 使用催泪瓦斯和高压水枪驱散示威人群，已有30人被捕，2名警察受伤。 报道称，此次抗议活动由一名右翼活动人士组织，数千人参与其中，要求实施更严格的移民政策并打击寻求庇护者。有关部门透露，在审查监控录像期间， 不排除未来几天会有更多人被捕。 ...

中新社华盛顿9月19日电 (记者 陈孟统)美国总统特朗普19日在白宫签署公告，以企业"滥用"H-1B签证项 目为由，宣布将该类签证费用提高至每年10万美元。 《华盛顿邮报》认为，特朗普政府的这两项移民政策可能面临司法挑战。如果最终得以实施，美国的合 法移民体系将被大幅收紧。(完) 特朗普政府上调H-1B签证费至10万美元 H-1B签证是美国为高技能外国专业人才设立的一类临时工作签证，主要面向信息技术、工程、金融等 专业领域。据美国媒体报道，现行的H-1B签证费用通常不超过5000美元。 这份公告称，H-1B签证项目存在"系统性滥用"问题，导致美国工人被外籍劳动力替代，削弱了美国的 经济和国家安全。 "如果不想付10万美元，你该怎么办？雇佣美国人。"特朗普当天在签署公告时说。 美国商务部长卢特尼克表示，这项新政适用于H-1B的首次申请和续签。美联社称，特朗普政府此举意 在阻止企业利用H-1B签证引进初级雇员，使其仅用于招聘顶尖工程师和高端管理人员。 当天，特朗普还签署一项行政令，宣布设立"黄金卡"签证项目。根据该行政令，外籍人士在符合美国相 关法律以及国家安全要求的前提下，通过无附加条件的捐赠，即可以加速程序申 ...

同一天，美国移民与海关执法局在芝加哥西郊布罗德维尤一拘留中心外与抗议者发生冲突，并向人群投 掷催泪瓦斯，现场视频显示抗议者遇化学刺激物后迅速四散。 当地时间9月19日，美国移民与海关执法局（ICE）表示，自启动"中途行动"（Operation Midway Blitz） 以来不到两周，已在芝加哥地区逮捕超400人。 据悉，美政府正推动在全美主要城市加大移民执法力度，"中途行动"是继洛杉矶、华盛顿特区后的又一 大规模执法行动，相关举措引发外界对移民政策的强烈争议。批评者指责执法中存在过度使用武力、误 抓美国公民等问题，但特朗普的支持者则认为此举兑现了大规模驱逐移民的承诺。 （文章来源：央视新闻） ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 新任美联储理事Miran：9月点阵图里的低利率预期是我给出的。 我不认为关税会造成任何实质性的通 胀。 特朗普的移民政策将带来反通胀效果。 ...

Core Viewpoint - Japan is facing a severe aging population crisis, with 29.4% of its population aged 65 and older, the highest in the world, and projections indicating this could rise to 37.1% by 2050 [4][7]. Group 1: Aging Population Statistics - As of the latest data, Japan has 36.19 million people aged 65 and older, marking a historical high [4]. - The number of people aged 70 and above is 29.01 million, while those aged 75 and above total 21.24 million [7]. - The population aged 100 and above is nearing 100,000, with a year-on-year increase of 4,644 individuals [7]. Group 2: Employment Trends Among the Elderly - The number of employed individuals aged 65 and older has reached 9.3 million, an increase of 160,000 from the previous year, marking a record high for 21 consecutive years [7]. - Elderly workers now represent 13.7% of the total workforce, indicating that one in seven workers is aged 65 or older [7]. - Employment rates for those aged 65-69 stand at 53%, while 35% for those aged 70-74, and 12% for those aged 75 and above [7]. Group 3: Government Policies and Labor Shortages - The Japanese government has revised the "Elderly Employment Stability Law" to improve working conditions for older employees and mitigate rising workplace injury risks [8]. - A report from Oxford Economics highlights the urgent need for Japan to reform its immigration policies to address labor shortages exacerbated by an aging population [10]. - The number of foreign residents in Japan increased by 350,000 in 2024, a 10.5% rise, marking the largest increase since records began in 2013 [10]. Group 4: Public Sentiment and Political Landscape - The issue of immigration has become a focal point in Japanese elections, with mixed public sentiments ranging from concerns about foreign students to criticisms of government policies favoring foreigners [11]. - The current political climate shows a trend towards more conservative immigration policies, with potential candidates advocating for stricter measures against foreign workers [11].

Group 1: Aging Population Data - Japan's elderly population aged 65 and above has reached 36.19 million, accounting for 29.4% of the total population, marking a historical high [2][4] - The proportion of elderly individuals is projected to rise to 37.1% by 2050, indicating a worsening aging crisis [2] - The number of centenarians in Japan is nearing 100,000, with an increase of 4,644 from the previous year [4] Group 2: Employment Trends Among the Elderly - The employment number for those aged 65 and above has reached 9.3 million, an increase of 160,000 from the previous year, representing a record high [5] - Elderly workers now make up 13.7% of the total workforce, with 1 in 7 workers being 65 or older [5] - Employment rates among different age brackets show that 53% of those aged 65-69 are employed, 35% of those aged 70-74, and 12% of those aged 75 and above [5][6] Group 3: Labor Shortage and Immigration Policy - Japan is facing its most severe labor shortage in 35 years, particularly in the non-manufacturing sector [7] - The number of foreign residents in Japan has increased by 350,000, reaching 3.77 million, marking the largest growth since records began in 2013 [7][8] - The current immigration influx is deemed unsustainable, and there is a need for a comprehensive immigration policy to address labor shortages and integrate foreign workers into society [8]

彭博社9月11日报道，2026年美国拟征收的1%汇款税叠加特朗普政府严格的移民政策， 将双重冲击拉美侨汇流入，其中中美洲国家因经济高度依赖汇款且美国汇款占比高而 受到最大冲击，墨西哥因接收汇款规模最大而成为绝对金额受影响最严重的国家。 2024年美国无证移民向哥伦比亚、墨西哥、萨尔瓦多和危地马拉汇款218亿美元，建筑 和专业服务业是无证移民汇款主要来源。分析师指出，若由接收方承担全部税费，对 汇款量的影响相对较小，美国向四国汇款量平均仅下降0.38%。但结合特朗普政府更严 格的移民政策，可能加剧汇款缩减。预计危地马拉损失9590万美元，萨尔瓦多缩减 3010万美元，哥伦比亚减少2030万美元，墨西哥虽仅下降0.33%但其绝对金额高达2.078 亿美元。移民结构显示，墨西哥以430万无证移民居首，中美洲国家无证移民比例更高 使其更脆弱，危地马拉与萨尔瓦多各有85万无证移民，其汇款占家庭收入依赖度更 深。 （原标题：2026年美国汇款税将冲击中美洲侨汇流入） ...