Group 1 - The core viewpoint is that President Trump is considering imposing new tariffs unilaterally on many trade partners without reaching agreements with all of them [1] - Trump indicated that new tariffs would be implemented within "the next two to three weeks" and that relevant parties would be informed via letters about the costs of doing business in the U.S. [1] - The administration is prioritizing trade negotiations with a limited number of countries due to a lack of resources to negotiate with all involved in the tariff plan [1][3] Group 2 - Ongoing negotiations are taking place between the Trump administration and major economies such as Japan, South Korea, India, and the European Union [3] - A trade agreement framework has been reached with the UK, and mutual tariff reductions have been made with China to allow more time for negotiations [4] - There was a claim from Trump that India agreed to eliminate all tariffs on U.S. goods, although the Indian government has not confirmed this proposal [5]

在特朗普于4月初宣布了震惊全球的对等关税计划后，最新的数据显示，当月美国经济零售额仍略有增长，但增速明显放缓。 美国4月零售销售月率录得0.1%，略高于市场预期的0%，前值从1.4%上修至1.5%。美国4月PPI年率录得2.4%，低于预期的2.5%和前值的2.7%，为连续第三 个月下降，创去年9月以来新低；4月PPI月率录得-0.5%，创2020年4月以来新低，远低于市场预期的0.2%，前值为-0.4%。美国至5月10日当周初请失业金人 数小幅增长至22.9万人，与预期一致。 数据公布后，现货黄金短线走高近4美元，美元指数短线走低超10点。 他说，"稳固通胀预期对我们所做的一切都至关重要。 在巨大的冲击中，必须传达对前景的不确定性。重新考虑平均通胀目标是合适的。 " 持续更新中...... 零售销售数据被视为消费者支出模式和情绪的关键晴雨表，目前的数据表明，消费者的态度较为谨慎。消费者支出是美国整体经济活动的关键驱动力。 鲍威尔此次讲话聚焦于更具深远影响的事项：美联储正在调整其总体政策制定框架，以应对2020年疫情后通胀和利率前景的重大变化。 他表示："自2020年 以来，经济环境发生了重大变化，我们的评估将 ...