国务院总理李强4月18日主持召开国务院常务会议，研究稳就业稳经济推动高质量发展的若干 举措，听取"3·15"晚会曝光问题处置情况汇报，讨论《中华人民共和国社会救助法（草 案）》，审议通过《中华人民共和国植物新品种保护条例（修订草案）》。 会议指出，面对复杂严峻的外部环境，要深入贯彻中央经济工作会议部署，加力落实《政府工 作报告》明确的政策措施，锚定经济社会发展目标，加大逆周期调节力度，着力稳就业稳外 贸，着力促消费扩内需，着力优结构提质量，做强国内大循环，推动经济高质量发展。要鼓励 企业积极稳定就业，加大职业技能培训力度，扩大以工代赈等支持，加强就业公共服务。要稳 定外贸外资发展，一业一策、一企一策加大支持力度，支持外资企业境内再投资。要促进养 老、生育、文化、旅游等服务消费， 扩大有效投资，大力提振民间投资积极性。 要持续稳定 股市 ，持续推动房地产市场平稳健康发展。 相关举措一旦推出，要直达企业和群众，提高落 地效率，确保实施效果。 会议指出，"3·15"晚会曝光问题处置工作已取得阶段性进展，要坚持举一反三、标本兼治， 强化日常监管和预防工作，聚焦民生关切强化质量安全监管，进一步压紧压实全链条监管责 任， ...

Core Viewpoint - The article discusses the recent U.S. CPI inflation data, which fell below market expectations, indicating a potential upcoming "secondary inflation" due to tariff impacts and persistent supply-side pressures [1][4][14]. Macroeconomic Analysis - The U.S. CPI year-on-year growth rate decreased to 2.4%, while the core CPI fell to 2.8%, both lower than market expectations [1][4]. - Energy prices have sharply declined, significantly contributing to the unexpected drop in inflation, with gasoline prices falling by 6.3% month-on-month and 9.8% year-on-year [7][10]. - Optional consumption is shrinking, with second-hand car prices dropping by 0.7% month-on-month, marking the first decline since September 2024 [10]. - Despite the decline in certain sectors, supply-side pressures from housing, labor, and food (notably eggs) remain unchanged, suggesting persistent inflationary support [11][14]. Inflation Outlook - The article predicts that U.S. inflation may rebound above 3% by mid-year due to the delayed effects of tariffs [14][16]. - The labor market remains robust, with certain sectors experiencing high inflation despite overall economic weakness, indicating limited room for significant interest rate cuts by the Federal Reserve [16] . Strategy Recommendations - The article advises caution in going long on long-term U.S. Treasuries and suggests shorting the dollar at higher levels [4][18]. - Current U.S. Treasury yields present some attractiveness for long positions, but market stability should be monitored before entering [18]. - The dollar has seen a significant decline, with the index dropping 1.9% to 100.983, indicating potential opportunities for shorting the currency [17][18].