欧洲议会批准对俄罗斯和白俄罗斯化肥征收壁垒税 智通财经5月22日电，尽管欧洲农民提出抗议，担心主要商品价格飙升，欧洲议会周四还是以多数票批 准对来自俄罗斯和白俄罗斯的农产品和化肥征收新的进口关税。新关税预计将从今年7月起分阶段实 施，为期三年。 ...

Core Viewpoint - The significant rise in U.S. long-term Treasury yields has led to an increase in the U.S. dollar against a basket of currencies, with the dollar index showing fluctuations throughout the trading day [1][2][3]. Group 1: U.S. Treasury Yields and Dollar Index - The U.S. 10-year Treasury yield increased by 6.5 basis points, closing at 4.538%, providing support for the dollar [3]. - The dollar index rose by 0.03%, closing at 101.037 [2]. Group 2: Inflation and Economic Outlook - Federal Reserve Vice Chairman Philip Jefferson noted that while recent inflation data shows progress towards the 2% target, the outlook remains uncertain due to potential price increases from import tariffs [3]. - Chicago Fed President Austan Goolsbee stated that April's mild consumer price inflation may not reflect the impact of rising import tariffs, indicating a need for more data to assess price and economic trends [3]. Group 3: Currency Movements and Trade Negotiations - Market rumors suggested that the U.S. is seeking a weaker dollar in trade negotiations, but this was denied by Bloomberg citing anonymous sources [4]. - The Japanese yen saw the largest gain against the dollar among G10 currencies, supported by potential discussions on exchange rates in trade talks and hawkish comments from the Bank of Japan's Deputy Governor [4]. - As of the end of the New York trading session, the euro was at 1.1178 USD, the pound at 1.3264 USD, and the dollar was at 146.72 JPY, among other currency values [4].

Core Viewpoint - The Federal Reserve is awaiting more data to understand the impact of rising import tariffs on inflation and the economy, as current consumer inflation data appears to be mixed [1] Group 1 - Goolsbee from the Federal Reserve indicated that the mild consumer inflation data for April does not necessarily reflect the effects of increased import tariffs [1] - The Federal Reserve is trying to discern the underlying trends amidst the "noise" in the data [1] - There is a need for more comprehensive data to accurately assess price movements and economic direction [1]

特朗普宣布关税的4月美国通胀降低至2.3% 金十数据5月13日讯，今年4月，也就是特朗普对全球征收关税的当月，美国通胀率降至2.3%，分析师 预期维持在3月份2.4%的水平。尽管特朗普已经削减了他在4月2日宣布的许多关税，但经济学家警告 称，进口关税的大部分影响尚未显现，美联储官员预计价格压力将进一步上升。特朗普向鲍威尔施压， 要求其降息并在上周补充说，与美联储主席打交道就像"对牛弹琴"。美联储青睐的通胀目标不是CPI， 而是PCE。3月份，PCE降至2.3%，但仍高于美联储2%的目标。 ...

郭明錤指出，苹果自今年农历年后便开始为美国市场备货，目前约超过2个月的库存，故关税对2Q25美 国市场销售几乎无影响。但对供应链而言，提前拉货可能导致新旧款iPhone转换期的出货衰退较以往显 著。iPhone进口关税由145%下降到原本的20%，表面上对缓解市场气氛有帮助，但实际上这对苹果仍是 很大的压力，否则Apple不会从农历年后就开始为美国市场备货。(新浪财经) ...

金十数据4月8日讯，周二，欧盟委员会发言人Olof Gill表示，欧盟委员会预计将于下周初提交一份初步 计划，以应对特朗普宣布的广泛进口关税。"下周初，我们基本上会提出我们的计划。我们将解释路线 图是什么，然后与成员国和行业协商，之后提出最终措施，并将提交给成员国投票，"发言人称。 欧盟预计将于下周初提交美国关税后续应对计划 ...