周一，据媒体报道，特朗普政府征收的关税已经开始对美国零售行业造成伤害，零售商、供应商和消费 者仍需共同承担一定程度的痛苦。 根据商务部周一消息，本次中美经贸高层会谈取得实质性进展，大幅降低双边关税水平，美方取消了共 计91%的加征关税，中方相应取消了91%的反制关税。 分析认为，虽然关税削减超预期，但对美国人来说，进口的非食品类商品将继续面临一定程度的价格通 胀。与此同时，美国对越南等其他重要制造国的关税只是暂停，而不是完全排除在外。贸易战的升级可 能已经避免，但消费者的关税冲击仍未解除。 关税下降但伤害已形成：经济增长、裁员和通胀的不确定性下，美国消费者需要时间才能重拾信心。而 即使他们真的重拾信心，零售商也可能面临更久的痛苦。 提前购买与消费力枯竭，消费者普遍的不安全感 在过去几个月中，消费者为了应对预期的价格上涨而抢购商品，汽车是那些试图抢先于价格上涨的消费 者的首选目标。但美国人也购买了家居用品、电子产品、服装和鞋类。而像汽车或沙发这样的大型昂贵 的购买不会重复，而且可能会耗尽用于其他类型支出的资金。 一些美国消费者可能因为不同的原因而不愿意挥霍：他们仍然对经济衰退感到紧张。很明显许多人正在 削减开支 ...

加拿大至5月9日全国经济信心指数 48.6，前值46.9。 ...

Group 1 - China has significantly reduced its holdings of US Treasury bonds from $1.3 trillion to $759 billion, indicating a strategic shift in response to perceived risks associated with US debt [3][10][15] - The scale of China's sell-off has exceeded market expectations, with estimates suggesting a reduction of $500 billion to $600 billion, highlighting the intensifying geopolitical tensions [13][15] - In response to the declining confidence in US Treasuries, China is increasing its gold reserves, signaling a reconfiguration of its risk management strategy [3][15] Group 2 - The trust in US Treasury bonds is eroding due to rising US debt levels and the aggressive trade policies of the Trump administration, leading to a crisis of confidence among global investors [5][10] - The Federal Reserve's decision to maintain interest rates and warnings about inflation and unemployment risks have further diminished market confidence in US debt instruments [6][17] - Trump's pressure on the Federal Reserve to lower interest rates reflects his awareness of the potential economic consequences, including the risk of stagflation, which could severely impact the US economy [8][17] Group 3 - The global financial market is witnessing a shift in investment strategies, with investors now requiring higher yields to consider US Treasuries, indicating a significant change in risk appetite [10][11] - The ongoing geopolitical tensions and economic uncertainties necessitate careful adjustments by the Trump administration to restore confidence in the US economy and its debt instruments [18][20]

Group 1 - The "May Day" holiday serves as a window to observe the vitality and potential of the Chinese economy, reflecting public confidence in economic development [2][4] - During the "May Day" holiday, domestic travel reached 314 million trips, a year-on-year increase of 6.4%, indicating a greater willingness to travel [2] - Total spending by domestic tourists amounted to 180.269 billion yuan, up 8% year-on-year, showing increased consumer spending [2] Group 2 - In Guizhou province, popular tourist sites experienced crowding and capacity limits, highlighting the high demand for travel [3] - The confidence in the economic outlook is attributed to a long-standing cultural heritage and resilience in the face of challenges [4][5] - The Chinese economy is likened to a vast ocean, capable of withstanding external pressures and showcasing significant domestic consumption potential [6] Group 3 - The emergence of domestic 5G smartphones and advancements in chip technology demonstrate China's ability to innovate despite external challenges [7] - The travel boom during the "May Day" holiday reflects not only economic vitality but also social harmony and community spirit [7][8] - The overall travel trends and spending patterns during the holiday provide insights into the broader economic and social landscape of China [8]

金十数据5月9日讯，美联储巴尔金表示，不是所有的公司都可以提高价格来抵消关税成本，他警告称， 经过多年的通胀，消费者的容忍度很低。"我从零售商那里听到的是，消费者手头拮据，"巴尔金 说。"这意味着你要把价格传递给消费者不是你想象的那么容易。"巴尔金仍然认为美国经济状况良好。 他补充说，消费者支出和企业投资仍然稳固。他指出，虽然消费者信心指标明显疲弱，但这尚未拖累支 出。巴尔金说，他正在考虑关税是否会减缓经济增长，达到抑制通胀的程度。他说，这是2008年的经 历，但也有其他时候并没有发生。 美联储巴尔金：不是所有的公司都可以因关税提高价格 ...

美国里士满联储主席Barkin：消费者支出和商业投资依然非常稳健。 到目前为止，消费者信心与支出并不一致。 ...

美联储巴尔金：到目前为止，消费者信心与支出并不一致。 ...

Core Viewpoint - The confidence of small business owners and consumers in the U.S. is declining due to the current U.S. tariff policy, which is significant as small businesses employ two-thirds of the American workforce [1] Group 1 - Dan Nathan, head of the investment consulting firm "Risk Reversal," highlights the negative impact of U.S. tariff policies on small business confidence [1] - The decline in confidence among small business owners is a critical indicator of broader economic health, given their substantial role in employment [1]

瑞士4月消费者信心指数 -43，预期-33，前值-34.8。 ...

瑞士4月消费者信心指数将于十分钟后公布。 ...