美联储米兰：有很多法律授权来实施关税措施。 来源：滚动播报 ...

Group 1 - The core viewpoint of the article highlights the new tariff measures announced by the U.S. government, which will not apply to countries that have trade agreements with the U.S. [1] - The U.S. will maintain a 15% tariff cap for trade partners such as the European Union and Japan, as per existing agreements [1] - Starting from October 1, the U.S. will impose high tariffs on various imported products, including a 50% tariff on kitchen cabinets and bathroom sinks, a 30% tariff on imported furniture, and a 100% tariff on patented and branded pharmaceuticals [1]

Group 1 - The U.S. White House announced that the latest tariff measures on pharmaceuticals do not apply to countries that have trade agreements with the U.S. [1] - The U.S. will continue to adhere to the 15% tariff cap stipulated in agreements with trade partners such as the European Union and Japan [1] - Starting October 1, the U.S. will implement a new round of high tariffs on various imported products, including a 50% tariff on kitchen cabinets and bathroom sinks, a 30% tariff on imported furniture, and a 100% tariff on patented and branded pharmaceuticals [1]

Group 1 - The recent round of tariffs introduced by the U.S. has led to a reduction in oil prices, with WTI crude falling below $65.00 [1][3] - Strong U.S. economic data has diminished expectations for immediate interest rate cuts by the Federal Reserve, adding further pressure on oil prices [1][3] - Despite the recent decline, WTI crude prices have increased approximately 3.6% this week, recovering from a low of around $61.50 per barrel [1][3] Group 2 - Concerns over a potential decline in global demand due to President Trump's new tariffs have caused WTI crude prices to retreat from a three-week high of $65.30 to around $64.75 [3] - The unexpected decrease in U.S. commercial crude oil inventories has provided additional support for oil prices, alongside geopolitical tensions affecting Russian oil production [3]

Market Overview - Major US indices experienced declines, with the Dow Jones down 173.96 points (-0.38%) at 45947.32, Nasdaq down 113.16 points (-0.50%) at 22384.7, and S&P 500 down 33.25 points (-0.50%) at 6604.72 [2] Economic Developments - The US GDP for Q2 was revised to an annualized growth rate of 3.8%, exceeding expectations of 3.3%, driven by an increase in consumer spending from 1.6% to 2.5% [5] - The core PCE price index was revised to 2.6%, which is 0.1 percentage points higher than expected, indicating rising inflationary pressures [5] Corporate Actions - President Trump signed an executive order approving TikTok's continued operation in the US, with a valuation of $14 billion, involving a sale of its US operations to a new joint venture [8] - Oracle and Silver Lake Capital will be major investors in the new company, controlling approximately 45% of the shares, while ByteDance retains less than 20% [8] Legal and Regulatory Issues - Amazon reached a $2.5 billion settlement with the Federal Trade Commission over misleading Prime membership fees, which includes a $1 billion civil penalty and $1.5 billion in refunds to affected users [8] - SAP is under investigation by the European Commission for potential anti-competitive practices in the software support services market, which could lead to significant fines [9] - xAI, founded by Elon Musk, has filed a lawsuit against OpenAI for allegedly poaching employees and stealing trade secrets [8] Strategic Partnerships - Intel is in discussions with TSMC and Apple regarding investment and manufacturing collaborations, which have accelerated since the US government acquired a 10% stake in Intel [11]

Group 1 - The U.S. government will impose a 100% tariff on all imported brand-name or patented drugs starting October 1, 2023, with exemptions for companies building pharmaceutical plants in the U.S. [1] - In 2023, the U.S. imported $203 billion worth of drugs, with 73% coming from Europe, primarily Ireland, Germany, and Switzerland [1] - A report commissioned by the U.S. pharmaceutical industry indicates that a 25% tariff on drug imports could increase U.S. drug costs by nearly $51 billion annually, potentially raising drug prices by up to 12.9% for consumers [1] Group 2 - The U.S. will also impose a 25% tariff on all imported heavy trucks to protect domestic manufacturers from unfair external competition [4] - The five largest sources of imported heavy trucks are Mexico, Canada, Japan, Germany, and Finland, which are considered allies and pose minimal threats to U.S. national security [4] - Tariffs of 50% will be applied to kitchen cabinets, bathroom sinks, and related building materials, while a 30% tariff will be imposed on imported upholstered furniture [4] Group 3 - The U.S. Treasury Secretary mentioned alternative options for potential legal challenges regarding tariff legitimacy, including the Trade Expansion Act of 1962, which allows the Commerce Department to investigate imports threatening national security [5] - The Commerce Department has previously initiated investigations under this act for various products, including automobiles, copper, steel, and aluminum [5] - A new investigation was launched on September 2, 2023, covering products such as industrial machinery and medical devices [5]

Group 1: Tariff Announcements - The U.S. will impose high tariffs on various imported products starting October 1, including 50% on cabinets and vanities, 30% on furniture, 25% on heavy trucks, and 100% on patented and branded drugs [1][2] - The tariffs are aimed at addressing perceived unfair competition from foreign manufacturers and restoring U.S. manufacturing strength [1][3] Group 2: Impact on Furniture Prices - Furniture prices have significantly increased due to the tariffs, with a reported 4.7% rise in August 2024 compared to the previous month, and a 9.5% increase over the past 12 months [1] - Prior to the tariffs, furniture prices had been declining for nearly two and a half years [1] Group 3: Heavy Truck Manufacturing - The 25% tariff on heavy trucks is intended to create a fair competitive environment for U.S. truck manufacturers [2] - The tariffs on steel, aluminum, and copper have raised costs for U.S. truck manufacturers, potentially making domestically produced trucks more expensive than foreign ones [2] Group 4: Market Reactions - Following the tariff announcements, stocks of furniture and home goods companies, including Wayfair, RH, and Williams-Sonoma, fell sharply in after-hours trading [1]

Group 1 - The core viewpoint is that President Trump is losing patience with President Putin regarding the stalled efforts for a ceasefire in Ukraine, threatening new economic sanctions against Russia [2][3] - Trump indicated that he has already taken significant actions to penalize Russia, including imposing tariffs on Indian purchases of Russian energy, emphasizing that the issue is more severe for Europe than for the U.S. [3] - The Kremlin stated that negotiations with Ukraine are currently at a "standstill," despite Trump's previous push for direct talks between Russian and Ukrainian leaders [3][4] Group 2 - The U.S. is expected to urge G7 allies to impose tariffs of up to 100% on countries purchasing Russian oil during the upcoming Treasury meeting [4] - A proposal suggests that G7 countries should establish a legal framework to confiscate frozen Russian sovereign assets, with approximately $300 billion of Moscow's assets currently frozen, mostly in Europe [4] - Trump expressed willingness to impose comprehensive new tariffs on India to encourage negotiations between Putin and Ukraine, contingent on European countries doing the same [4]

Core Viewpoint - The upcoming visit of U.S. Treasury Secretary Becerra to Europe from September 12 to 18 will focus on discussions with Chinese Vice Premier He Lifeng, particularly regarding the sale of TikTok and other economic and trade-related issues between the U.S. and China [1][3]. Group 1 - The U.S. Treasury Department announced that discussions will cover important national security, economic, and trade issues, including TikTok and anti-money laundering networks [3]. - A law in the U.S. that deems TikTok's operation under Chinese capital as illegal took effect in January, leading to demands for the sale of TikTok's U.S. operations [3]. - The deadline for TikTok's sale has been extended multiple times, with the next deadline set for September 17 [3]. Group 2 - Following a series of high tariffs and retaliatory measures, the U.S. and China have paused tariff measures after negotiations in May, with the current suspension set to last until November 10 [3].

Core Viewpoint - President Trump believes India's proposal to reduce tariffs to zero is "too late" and should have been made years ago [1] Trade Relations - The current U.S. tariffs on Indian goods have increased to 50% as a punitive measure for India's purchase of Russian oil, doubling the previous rate of 25% [1] - This new tariff affects over 55% of India's exports to the U.S., with labor-intensive sectors like textiles and jewelry being the most impacted [1] - Major export products such as electronics and pharmaceuticals remain unaffected, allowing companies like Apple to continue their investment plans in India [1] Diplomatic Context - India's officials were reportedly shocked by the new tariff measures, especially after months of trade negotiations between the two countries [1] - India is one of the first countries to engage in trade talks with the Trump administration [1] - Prime Minister Modi's recent meeting with President Putin highlights India's strong ties with Russia, despite U.S. pressure [1] - Modi emphasized the "special" relationship between India and Russia, indicating India's commitment to maintaining economic relations with Moscow [1]