Core Points - President Trump announced plans to distribute "dividends" of at least $2,000 to most Americans using tariff revenues, claiming that tariffs are generating trillions for the federal government [1][3] - The tariffs are projected to generate between $300 billion to $400 billion annually, with an estimated total of $3.3 trillion over the next decade [3] - The long-term goal of tariffs is to "rebalance trade," and any dividend distribution would require Congressional approval [3][4] Group 1 - Trump's proposal aims to target approximately 150 million American adults with a potential total expenditure of $300 billion for the dividends [4] - Recent data shows that the U.S. collected about $89 billion in tariffs from February 4 to September 23, and $195 billion in tariffs in the first three quarters of the year [4] - Public opinion is divided, with 58% of respondents believing that tariffs harm the economy, and nearly 60% attributing significant responsibility for current inflation to the government [4][5] Group 2 - A report indicates that U.S. tariff policies could lead to over $1.2 trillion in losses for global businesses by 2025, with about two-thirds of the cost burden falling on American consumers [5] - Personal accounts from American citizens highlight the negative impact of tariffs on their purchasing power and living costs, contradicting government claims of affordability [5]

近日看了一个报道，从2020年开始，5 年内，全球近50个海外经济体以本币计价几乎全部录得名义房价 上涨，平均累计涨幅在 30% 以上。 而近一年，全球主要发达经济体，平均房价增速在 5% 以上，主要原因就是全球通胀，被动推高了房 价。 在这其中，涨势排名第一的是日本，一年内房价暴涨了 20%，就连租金都飙升了 8% 以上。我看了一 眼，东京核心区新房均价高达 1.5 亿日元，折合人民币接近 700 万元，新房平均面积是 65 平方，算下 来，达到 9-10 万/平米。东京核心区如港区，2025 年新建公寓每平米大概在 20 万每平米左右。 即使是郊区，房价最便宜也在 4.2-7.1 万/平米左右。日本房价涨的是真的夸张。 那么为什么会出现一年内暴涨的趋势？总共分为三大原因。 第一个是日元贬值严重，而东京租金回报率又在 5% 左右，那么日本房产就具有了天然稳定的避险属 性，相当于 5% 左右的理财。这吸引了亚太地区甚至全球资本前来避险。 全球 1% 的富人手握重金成为东京核心资产的主要竞标者，对房屋进行重新定价，也让日本房子跟本土 工薪阶层彻底脱钩。 第二个原因是极其夸张的低利率环境。 日本靠国债和低利率，把 ...