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特朗普确认8月1日起对铜进口征收50%关税 铜价应声飙至历史高位
智通财经网· 2025-07-10 03:20
Core Viewpoint - The U.S. government, under President Trump, will impose a 50% tariff on copper imports starting August 1, aimed at revitalizing the domestic metal industry and reversing the decline in U.S. copper market influence [1][5]. Policy Implementation - Specific details regarding the implementation of the copper tariff, such as the method of collection, product scope, and potential supplier exemptions, remain unclear, leaving metal traders awaiting further clarification [3]. - The announcement has already influenced copper futures, which surged to historical highs before slightly retreating, maintaining a 1.40% increase at $5.6200 per pound [3]. Industry Context - The copper tariff is part of a broader series of industrial policies by the Trump administration, which has previously raised tariffs on steel and aluminum, with indications of more industry-specific tariffs in preparation [5]. - The U.S. heavily relies on copper imports, primarily from Chile, Canada, and Mexico, despite copper being the second most used strategic metal by the Department of Defense [5]. - In anticipation of the tariff's impact, U.S. producers and traders are adjusting their supply chains, with some shifting delivery locations to Hawaii and Puerto Rico to shorten shipping times [5]. - Since the initial proposal of the copper tariff in February, U.S. metal imports have reached record highs as traders seek to capitalize on price differences before the tariff takes effect [5].
英国一季度经济增速超预期 房地产市场和家庭支出为主要动力
Xin Hua Cai Jing· 2025-06-30 13:46
Group 1 - The UK economy experienced its fastest growth since early 2024, with a GDP increase of 0.7% in Q1 2025, driven by a surge in real estate market activity and manufacturers increasing output in response to US import tariffs [1] - Household spending rose by 0.4%, supported by housing, household goods and services, and transportation, with March's growth rate revised up from 0.2% to 0.4% [1] - The real estate market saw a significant increase in transaction volume before the expiration of tax relief for specific homebuyers at the end of March, contributing to economic growth [1] Group 2 - Manufacturing performance was particularly strong, growing by 1.1% compared to Q4 2024 [1] - However, GDP fell by 0.3% in April, indicating that the strong growth in Q1 may not continue throughout the year [2] - Experts warn that despite encouraging Q1 economic data, future growth prospects remain uncertain due to a complex global economic environment and new US import tariffs that may challenge UK exporters [2]
美国上周初请失业金人数下降,但失业人数上升
news flash· 2025-06-26 12:46
Core Viewpoint - The number of initial jobless claims in the U.S. decreased last week, but the unemployment rate may rise in June due to more unemployed individuals struggling to find work [1] Group 1: Jobless Claims Data - Initial jobless claims fell by 10,000 to 236,000, which is below expectations [1] - The data includes the week of the Independence Day holiday, during which applications tend to be unstable [1] - Continuing claims for unemployment benefits increased by 37,000 to 1.974 million, the highest level since November 2021 [1] Group 2: Economic Context - Despite the decline in initial claims, layoffs are increasing, making it harder for unemployed individuals to find new opportunities [1] - Economists attribute the challenges to widespread import tariffs imposed by President Trump, which complicate business planning [1] - Some economists predict that the unemployment rate will rise from 4.2% in May to 4.3% in June due to the ongoing increase in continuing claims [1]
dbg盾博:美联储高官称降息前观望是合适的
Sou Hu Cai Jing· 2025-06-25 05:36
盾博dbg发现在全球经济充满不确定性的当下,美联储的货币政策走向始终是金融市场关注的焦点。堪 萨斯联储主席施密德周二的一番表态,为市场理解美联储的决策逻辑提供了新的视角。他明确指出,在 决定是否进一步降息之前,美联储有充足的时间来研究进口关税上升对物价和经济增长产生的影响,这 一观点凸显了美联储在制定政策时的审慎态度。 面对这种复杂局面,施密德明确表示:"何时降息以及降息幅度还远不够明朗。" 他坚决主张在经济走 向更加清晰之前,保持利率不变。这一立场体现了美联储在平衡经济增长、控制通胀和稳定就业等多重 目标时的谨慎态度。在全球贸易局势紧张、国内经济数据波动的背景下,美联储的每一次政策调整都可 能引发广泛的经济和市场反应。因此,采取 "观望" 策略,等待更多经济数据和信号,无疑是在不确定 性中寻求确定性的稳妥之举。 事实上,美联储维持现有利率水平的决策与外部压力形成了鲜明对比。尽管美国总统特朗普多次公开呼 吁降息,试图通过降低利率刺激经济增长,但自去年 12 月以来,美联储始终坚守立场,将基准利率维 持在 4.25% 至 4.5% 的区间。这一坚持背后,是美联储对经济形势的独立判断与对货币政策自主性的捍 卫。美 ...
美国消费者信心因对经济的广泛担忧而下降
news flash· 2025-06-24 14:42
Core Viewpoint - The decline in U.S. consumer confidence in June is attributed to widespread concerns about the economy, job market, and personal financial outlook due to trade policy implications [1] Group 1: Consumer Confidence Index - The Conference Board Consumer Confidence Index fell to 93 in June, lower than all economists' expectations [1] - This decline highlights ongoing worries about the potential economic impact of increased import tariffs [1] Group 2: Consumer Spending Behavior - Despite moderate inflation over the past three months, some consumers are becoming more cautious in their spending [1] - Consumers' assessment of current business conditions has become more pessimistic compared to May [1] Group 3: Employment Outlook - The perception of current job opportunities has weakened for the sixth consecutive month, although it remains in positive territory, aligning with a still strong job market [1]
BlueberryMarkets蓝莓市场:关税油价夹击 美联储降息预期动摇?
Sou Hu Cai Jing· 2025-06-18 03:36
北京时间周四凌晨2点,美联储将公布6月利率决议及最新经济预测摘要(SEP),其中反映官员利率预 期的"点阵图"成为关键焦点。当前,对进口关税走向及地缘冲突下油价波动的不确定性加剧,正显著提 升美联储无法如3月预期般在2025年降息两次的风险。 3月点阵图中值显示,美联储官员预计2025年底前降息两次。然而,目前联邦基金利率期货市场仅赋予 降息幅度小于两次约37.7%的概率。这一预期差为今夜决议埋下风险:若点阵图中值下调至仅一次降 息,可能引发市场失望情绪。 美国总统特朗普4月对多数进口商品加征的10%基础关税,其90天暂停期将于7月结束,缺乏永久解决方 案加剧了通胀前景的不确定性。同时,近期中东紧张局势导致油价波动加剧,引发对潜在供应中断推升 通胀的担忧。这些因素叠加,正侵蚀美联储的政策空间。 金融服务公司Ebury指出,年内两次降息可能仍是多数委员的基准预期,但关税的巨大不确定性可能阻 碍他们大幅调整观点。风险在于,少数委员下调预期可能足以使点阵图中值指向仅降息一次(25基 点)。若点阵图偏鹰派,加之鲍威尔强调不急于降息,可能支撑美元走强。 市场普遍预期美联储首次降息将在9月。过去三个月,美联储官员对202 ...
新华财经早报:6月8日
Xin Hua Cai Jing· 2025-06-08 01:21
·国家外汇管理局披露,中国5月末外汇储备规模为32853亿美元,较4月末上升36亿美元。外汇局称,5月受主要经济体财政政策、货币政策和经济增长前景 等因素影响,美元指数小幅震荡,全球金融资产价格涨跌互现,汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升;我国经济持续回升向 好,经济发展质量稳步提升,为外汇储备规模保持基本稳定提供支撑。(新华财经) ·人民银行数据显示,5月末黄金储备报7383万盎司(约2296.37吨),环比增加6万盎司(约1.86吨),为连续第7个月增持黄金。(新华财经) ·2025年度长三角地区主要领导座谈会在南京举行。会议指出,要巩固经济回升向好态势,增强高质量发展动能。共同实施一批跨区域"两重"项目,加速释 放长三角投资潜力。深入实施"满意消费长三角"提升行动,持续增强消费发展动能。推动内外贸一体化发展,共建共享新型贸易基础设施,不断增强企业应 对风险挑战的底气和信心。(新华财经) ·《深圳市提振消费专项行动实施方案》已正式印发,方案提出39条具体措施,提及支持消费及文旅项目发行基础设施领域不动产投资信托基金(REITs); 引导金融机构增加对批发零售、住宿餐饮、文化旅游、教 ...
金属均飘红 期铜收涨,纽铜较伦铜升水扩大【6月2日LME收盘】
Wen Hua Cai Jing· 2025-06-03 01:12
Group 1 - LME three-month copper rose by $118.50 or 1.25%, closing at $9,616.50 per ton on June 2 [1][2] - COMEX copper contracts reached a high of $4.9495 per pound, with the latest July contract up 3.74% at $4.8525 per pound [3] - The increase in U.S. aluminum and steel import tariffs to 50% announced by President Trump is impacting market dynamics, although copper was not directly mentioned [4][5] Group 2 - COMEX copper premium over LME copper expanded from $772 per ton to over $1,000 per ton [5] - Morgan Stanley reported that approximately 200,000 tons of additional copper have been imported into the U.S. over the past eight weeks, tightening the market outside the U.S. [6] - LME copper inventories have decreased by 45% since mid-February, reaching 148,450 tons, the lowest in nearly a year [7] Group 3 - The U.S. manufacturing sector has contracted for the third consecutive month, with the PMI at 48.5% in May, down from 48.7% in April [8][9] - China's manufacturing PMI rose to 49.5% in May, indicating a slight recovery in economic output [10] Group 4 - Goldman Sachs raised its forecast for aluminum prices in the second half of 2025 by $140 to $2,280 per ton, citing smaller-than-expected market oversupply [12]
美国对进口钢铝征收50%关税 澳贸易部长:自我伤害
news flash· 2025-05-31 04:19
Core Viewpoint - The U.S. is set to increase tariffs on imported steel and aluminum from 25% to 50%, which has been criticized by Australia as an unreasonable and self-harming economic action [1] Group 1: U.S. Tariff Policy - The U.S. President announced the increase in tariffs on steel and aluminum imports effective June 4 [1] - The new tariff rate will rise from 25% to 50%, significantly impacting international trade dynamics [1] Group 2: Australia's Response - Australia's Trade Minister, Farrell, stated that the tariffs are not a friendly act and are detrimental to consumers and businesses that rely on free and fair trade [1] - Farrell emphasized Australia's commitment to advocating for the removal of these tariffs [1]
Burlington Stores(BURL) - 2026 Q1 - Earnings Call Transcript
2025-05-29 13:32
Financial Data and Key Metrics Changes - Total sales grew by 6% compared to 11% growth last year, while comparable store sales were flat, following 2% growth last year [8][29] - EBIT margin increased by 30 basis points, and adjusted EPS was up 18% over last year despite flat comparable sales [10][29] - Gross margin rate for Q1 was 43.8%, an increase of 30 basis points year-over-year, driven by a 20 basis point increase in merchandise margin [27] Business Line Data and Key Metrics Changes - The company experienced a flat comp sales trend across all demographic trade areas, indicating a broad-based slowdown [18][68] - Reserve inventory was up 31% compared to last year, reflecting strong purchasing ahead of tariffs [30][76] Market Data and Key Metrics Changes - The company noted a deceleration in comp sales from Q4 to Q1, with concerns about macroeconomic indicators and potential recession risks [19][84] - The Southeast region outperformed the chain, while the Midwest region trailed due to unfavorable weather [96] Company Strategy and Development Direction - The company is focused on its "Burlington Two Point O" strategy, emphasizing merchandising capabilities and store experience improvements [23][107] - Plans to open 100 net new stores in 2025, with a significant portion expected to open in the latter half of the year [34][116] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the impact of tariffs and the state of the consumer, highlighting the need for flexibility in operations [13][20] - The company is prepared to navigate potential challenges and believes it can emerge stronger from the current environment [17][37] Other Important Information - The company has a new $500 million share repurchase authorization approved by the Board of Directors [30] - Total liquidity at the end of the quarter was approximately $1.1 billion, consisting of cash and availability on the ABL [30] Q&A Session Summary Question: Impact of tariffs on off-price retail - Management indicated that disruption from tariffs could create both risks and opportunities for off-price retailers, depending on the situation [40][46] Question: Monthly comp sales trend in Q1 - Comp sales were down about 2% in February, improved in March, and were flat in April, with May showing similar trends [58][60] Question: Comp performance by demographic - Lower income trade areas outperformed the rest of the chain, while Hispanic consumer trends remained stable [68][72] Question: Freight costs and guidance - Guidance is contingent on holding ocean freight costs to contracted rates, with potential risks from spot market exposure [90][93] Question: Store openings and layout - The company expects 25% of new stores to open in the first half of 2025, with the majority in the third quarter, including newly acquired Joann's locations [116]