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]

Core Insights - In April, the U.S. inflation rate decreased to 2.3%, contrary to analysts' expectations of maintaining the previous month's rate of 2.4% [1] - Despite the reduction of several tariffs announced by Trump on April 2, economists warn that the majority of the impact from import tariffs has yet to be realized [1] - Federal Reserve officials anticipate that price pressures will rise further, indicating ongoing concerns about inflation [1] Economic Indicators - The Consumer Price Index (CPI) for April was reported at 2.3%, down from 2.4% in March [1] - The Personal Consumption Expenditures (PCE) index also fell to 2.3% in March, remaining above the Federal Reserve's target of 2% [1] Federal Reserve Dynamics - Trump has pressured Federal Reserve Chairman Jerome Powell to lower interest rates, expressing frustration with the communication process [1] - The Federal Reserve's preferred inflation measure is the PCE rather than the CPI, highlighting a potential divergence in inflation assessment [1]

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 ...