Prime Day Event Details - Amazon Prime Day 迎来第十年，活动时间延长至四天，从7月8日至11日 [1][3] - 每日太平洋标准时间午夜会推出主题促销活动，包括三星、KES 和 Levi's 等知名品牌 [3] - 促销活动具有时间限制或售完即止，全天都会有新的促销活动推出 [4] Shopping Strategies - 建议利用 Prime Day 购买未来需要的物品，如返校用品、科技产品或日用家居品 [5] - 消费者应在购买前进行研究，通过 Google 搜索或价格追踪工具（如 camelcamelcamel.com）来验证价格是否为最低 [6][7] - 其他大型零售商也在举办促销活动以与亚马逊竞争，消费者应进行比较 [6][7] External Factors - 特朗普总统的进口关税可能会提高商品价格，部分关税在7月9日暂停，Prime Day 期间存在价格变动风险 [8][9] - 已经在美国仓库中的商品价格可能不会受到影响，但后续进口商品可能会因新关税而面临价格变化 [9] Consumer Behavior - 消费者购物习惯可能会发生变化，行业将持续关注 [10]

What tariffs mean for fireworks companies around Fourth of July celebrations https://t.co/IzjYXWLZSo ...

Fiscal Policy & Tax Bill Impact - A tax bill is expected by July 4th, crucial for the President's agenda [2] - The tax bill aims to offset the negative economic impact of tariffs, particularly through business tax cuts, including expensing factories, capital goods, and R&D equipment [3] - Consumers can anticipate significant tax refunds in February, March, and April due to the child credit, standard deduction, and increased SALT deduction [4] - The passage of the tax bill will likely lead to the raising of the debt ceiling, requiring the Treasury to issue debt [6] - The central fiscal policy is designed to "sterilize" any adverse effects from tariffs [8] Trade Policy & Tariffs - Tariffs are expected to increase slightly, supported by the fiscal policy cushion [10] - Previously, the tariff on China was about 145%, but currently stands at approximately 55% (35% plus 20% from the first term) [13] - The Trump administration aims to reduce transshipments by making it more expensive to reroute goods through other countries [14] - Mexico and Canada are expected to benefit from the trade policies, with supply chains potentially moving closer to home [14][16] - A 10% tariff exists on every country in the world except Mexico and Canada [16] Investment Strategy - Investors should focus on how the Treasury Secretary will fund the US government, with expectations of increased short-term Treasury bill issuance [7] - Financial deregulation is anticipated following the debt ceiling resolution [7]

If Trump’s economic bill passes, America’s debt-to GDP ratio will in about two years exceed the 106% reached after the second world war.Revenue from tariffs will help, but not enough to stop the ratio rising. The drift towards crisis will continue https://t.co/bJrrqx7kUt ...

Trump is looking to bookend the 90-day reprieve from his “Liberation Day” tariffs with at least some limited deals announced around the US Independence Day holiday https://t.co/GAm5T4TRaH ...

Singapore’s Deputy Prime Minister Gan Kim Yong warns that US tariffs may outlast President Donald Trump, urging businesses to adapt to a more protectionist global trade landscape https://t.co/Zmu0MeJ3eA ...

Tariff Impact on American Toy Company - US and China agreed to maintain tariffs effectively at 55%, including 30% extra on top of the initial 25% [1] - The American toy company estimates tariffs could cost them 20 million to 30 million USD, before income taxes [2] - The company views tariffs as a tax on American businesses and consumers, contradicting the President's claim [3] - The company CEO states they borrow money to pay the tariffs to the US government, hoping to recoup the cost through sales [3] - The CEO emphasizes that the Chinese government is not paying the tariffs; the company is directly responsible for the payment [4] Company Strategy and Perspective - The company is facing a 600 billion USD collective tax bill across numerous businesses, impacting profitability [4] - To remain financially viable, the company may need to pass some of the tariff costs onto consumers [4] - The company CEO asserts they do not conduct business with the Chinese government [4] - The company is engaging in difficult conversations with Chinese suppliers and considering legal action against tariffs [5]

Calls of the day. We lead with Walmart. Uh Missouo says top pick.It's on the list. 115 is the price target. Nice little increase from there.Decade of investment spend has finally reached a tipping point in our view where delivery convenience are on par with anyone in consumer. Those are big words. Joe T.You own that name. Where's the mention about tariffs. Scott, is there anywhere in that report a word tariff.Because that's the problem. And that's the reason why since February, this stock has been on the de ...

Financial Impact - Constellation anticipates aluminum tariffs will cost approximately $20 million for the rest of its fiscal year [1] - The fiscal year concludes in February [1]

>> No, we. >> Can't. >> But smaller than the state of California.>> I'm not really fighting my corner very well there. No, but it just is what it is. Anyway, we are going to talk a bit more about that at about 1130, but let's talk a bit more about the markets here.Oppenheimer chief investment strategist John Stoltzfus joins us now. John, great to see you. >> Terrific to be here.Wilfred. >> What do you think happens if the one big beautiful bill passes, do we get a 1% jump in the markets a fall, buy the rumo ...