Employment Market & Economic Data - July新增就业岗位仅73,000个，远低于预期，且5月和6月的就业报告也被大幅下调，总计减少了258,000个就业岗位[2][3] - 过去三个月的平均新增就业岗位为35,000个，远低于维持人口增长所需的150,000个[3] - GDP第二季度增长率为3%，但主要是由于进口大幅下降，而非经济繁荣的迹象[13][14][15] Trade & Tariffs - 美国与欧盟、印度尼西亚、日本、巴基斯坦、菲律宾、韩国、英国和越南达成了贸易协议，但远未达到声称的200个[8][9] - 对巴西的关税提高到50%，理由是对前总统的政治迫害[11][12] - 对加拿大商品的关税从25%提高到35%，不包括在美墨加贸易协定中的商品[12][13] International Relations - 加拿大和墨西哥正在制定一项价值1200亿美元的“北部走廊协议”，以促进两国之间的贸易，不涉及美国[16] - 美国与加拿大之间的关系因关税和贸易政策而受到损害，需要重建信任[23][24][25][26][27]

Trade Policy & Tariffs - The US is transforming the global trading system by implementing new tariff policies that affect trade with every country and for every product [2] - The president aims for tariffs to land between 10% and 25% for most importers, with Southeast Asia around 20%, major trading partners around 15%, and some outliers reaching 30% to 40% [3][4] - The US has eliminated tariff-free treatment (diminimous) for shipments under $800 from all countries, impacting small and medium-sized enterprises [8][9][10] Regional Trade Dynamics - Trading partners are splitting into regional blocks by geography and economy size, aligning with the administration's expected outcome [6] - Some major trading partners, including the European Union, Japan, and South Korea, have agreed to the new trade terms [11] - Switzerland has a tariff rate of 39%, significantly higher than the 15% for Liechtenstein, Iceland, and the European Union, suggesting a potential adjustment [6] US Trade Strategy - The president's actions aim to rebalance trade relationships, addressing the perception that trade benefits other countries more than the US [11][12] - The administration believes these changes will provide importers and investors with more certainty regarding the president's trade direction [3]

Trade & Geopolitics - The US is extending punitive tariff threats beyond trade into areas like war and energy supplies [1] - The US is increasing pressure on countries to comply with its demands on various issues [1]

Trade Relations - Trade threats are being used as a tool to encourage agreement between parties [1] - The threat of trade measures is an impetus for both sides to reach a resolution [1]

Donald Trump’s latest tariff deals are providing clarity on the broad contours of a new trade landscape for the world’s biggest manufacturing region https://t.co/wiY4innb6Q ...

I talked to one of my shipping sources and they said, "You heard about Hawaii, right? People are already shipping metal on the water on boats to those loces because they're concerned they won't get to the mainland in time." And I said, "Well, like is that a problem?" And the the best answer he gave me was not every harbor or not every dock is prepared to handle copper. M copper is one of the most valuable products that thieves like to take out of warehouses. Is that right.Yeah. I feel like every few years t ...

Squabbling over the EU-China summit next week reflects deep problems at the very core of the pair’s relationship. The issues centre around trade and security https://t.co/NMWT1S5qBN ...

Anything left unsaid, anything that we need to give extra emphasis to. Do you think when it comes to President Trump's criticism of Chair Powell and how this still sits in the market, I was wondering whether we get any clues from what happens at the short end of the U.S. Treasury curve as to how much Fed independence there is, I suppose how much the two moves on criticism from the White House. I think that's a great way to look at it in terms of like we did see the tear come lower but didn't completely coll ...

Trade Deals & Tariffs - Anticipation of numerous trade deals in the near future, with potential announcements increasing as the July 9th deadline approaches [1][2] - The impact of tariffs is already being felt, with potential for significant economic consequences if tariffs escalate, such as a possible 30% tariff with the EU by August 1st [4][6] - Companies have been managing supply chains and stockpiling goods to buffer against uncertainty, but this strategy has limitations in protecting against higher prices [8] - The market's reaction to Trump's tariff policies has been inconsistent, with a perception that the Fed will intervene to mitigate any negative impacts [10][11][12] Economic Impact & Political Concerns - Concerns exist regarding the inflationary impact of a large bill passed by Republicans, potentially leading to a deficit and a perception of America as an unsafe investment [13] - There is worry about stagflation in the coming year, with no forecasters predicting a positive economic outlook in terms of prices and inflation [14] - The legality of tariffs is being challenged, with arguments that Congress is abdicating its responsibilities regarding trade [15][16] - A poll indicates that even among Republicans, raising tariffs is unpopular, with only 40% favoring the measure [17]

Former Vice President Mike Pence criticized Donald Trump’s tariff agenda, saying it was a starkly different approach to trade from his first term that would harm American consumers and businesses https://t.co/uzP5lPcP7R https://t.co/1u62C4mpFN ...