Group 1 - The podcast "Pacific Polarity" features Kurt Tong discussing the evolution of U.S. foreign policy in Asia, particularly regarding tariffs and trade agreements [1][2] - Kurt Tong predicts that the U.S. will engage in multiple bilateral trade agreements this year, as the desire to maintain high tariffs has diminished due to public discontent and inflation concerns [2][5] - The U.S. remains a major source of foreign direct investment and technology, but there is a political contradiction regarding overseas investments by American companies [4][5] Group 2 - There is a growing political focus on the need for more domestic manufacturing in the U.S., especially in traditional industries, as voters in key regions are affected by the decline of manufacturing jobs [5][6] - The perception that companies are "exporting jobs" overseas creates a political dilemma, as there is a desire to keep manufacturing in the U.S. despite potential cost implications [5][6] - The current political environment is pushing for a reevaluation of trade and investment policies, influenced by protectionist sentiments and the desire to bring jobs back to America [5][6]

以下文章来源于申万宏源宏观 ，作者赵伟 贾东旭 等 申万宏源宏观 . 申万宏源证券研究所 | 宏观研究部 作者： 赵 伟 申万宏源证券首席经济学家 贾东旭 高级宏观分析师 侯倩楠 宏观分析师 联系人： 贾东旭 报告正文 事件：4月28日，国新办举行新闻发布会，介绍稳就业稳经济推动高质量发展政策措施。 稳内需、稳就业相辅相成。促消费政策侧重改善服务消费供给，稳投资侧重既有政策落地 消费方面，除了继续拨付消费品以旧换新补贴资金外，政策后续还将通过建立育儿补贴制度、创设专项再 贷款工具等多维发力。 发改委副主任赵辰昕透露第二批以旧换新补贴资金已拨付到位，后续仍有1400亿元 待分配额度。服务消费方面聚焦供给侧，央行副行长邹澜表示"着重从服务消费供给侧发力，聚焦文旅体 育、餐饮住宿、教育培训等重点领域，加大金融支持力度"，预计配套再贷款工具将加快落地。值得关注的 是，赵主任明确表示"将建立实施育儿补贴制度"，此举既可稳定人口长期趋势，又能短期提振相关消费。 投资方面，政策着重加快项目落地，通过政策性开发性金融工具破解资本金缺口问题。 本本次发布会实质 是对4月政治局会议决策的深化落实：一方面，发改委提出"力争6月底前 ...