美国联邦最高法院9月9日宣布，将在11月首周听取口头辩论，审议特朗普政府征收的多数关税的合法 性。(完) （文章来源：中国新闻网） 9月25日，特朗普曾以国家安全为由，宣布自10月1日起对进口重型卡车征收25%关税。这项关税政策因 遭到美国主要汽车制造商反对而被迫推迟。 当时，特朗普还宣布，自10月1日起，对进口的所有品牌或专利药品征收100%关税；对所有厨房橱柜、 浴室柜及相关产品征收50%关税、软体家具征收30%关税。 中新社华盛顿10月6日电美国总统特朗普6日通过社交媒体宣布，自11月1日起，将对输美中型和重型卡 车征收25%关税。 ...

路透社9月30日报道，特朗普宣布对进口木材及家具产品加征新一轮关税，其中木 材关税为10%，橱柜、浴室柜及软体家具的关税为25%，该措施将于10月14日正式生 效。特援引《1974年贸易法》第232条款，以进口产品削弱美国经济、威胁国家安全为 由实施此次关税。公告同时明确，若相关国家未能与美国达成协议，自2025年1月1日 起，部分家具关税将升至30%，橱柜及浴室柜关税更将大幅提高至50%。此政策将对加 拿大、墨西哥和越南等主要供应国造成显著冲击，尤其是加拿大木材业已面临约35%的 附加关税。 （原标题：美国对进口木材及家具加征关税） ...

Group 1 - The European Union plans to double the steel import tariff rate to 50%, aligning it with the United States' tariff rate [1][3][4] - Following the announcement, European steel stocks surged, with SSAB rising over 9%, Outokumpu over 8%, and ArcelorMittal over 5% [1][3] - The EU's current temporary mechanism imposes a 25% tariff on most imports once quotas are exhausted, set to expire in June [3][4] Group 2 - The European Automobile Manufacturers Association (ACEA) has warned that the increased tariffs could raise commodity prices and exacerbate inflation, urging for a temporary measure with a re-evaluation [1][5][6] - Recent statistics show that the Eurozone inflation rate rose to 2.2% in September, surpassing the European Central Bank's target of 2% [6] - Concerns have been raised by some EU member states about the potential negative impact on downstream manufacturers due to increased steel prices [6] Group 3 - EU industry officials have indicated that the new regulations will not have a time limit, differing from the current system that is set to expire [4][6] - The proposal requires approval from the European Parliament and a majority of EU member states, with some countries expressing concerns about inflation and competitiveness [6] - The EU's actions are seen as a response to similar measures taken by the United States and Canada regarding steel imports [4][6]

美联储这边也没闲着。 9月18日刚降息25个基点，纽约联储主席威廉姆斯就在月底露面表态。 他说劳动 力市场有点疲软，支持"适度降息"，但通胀控制不能松。 这话说得滴水不漏，既承认要救就业，又强 调2%的通胀目标还没达成。 特朗普刚宣布对进口药品加征100%关税，转头就给了辉瑞三年豁免权！ 这波操作让全球药企炸锅，凭 什么只有辉瑞能躲过子弹？ 要知道，印度仿制药占美国市场47%，关税大刀砍下去，普通美国人买药 的价格可能瞬间翻倍。 关税清单像雪片一样砸下来。 重型卡车25%、厨房橱柜50%、家具30%，最狠的是专利药品直接翻倍征 收。 这些政策从公布到执行只隔了四天，很多企业连反应时间都没有。 白宫的说法是"保护本土产 业"，但墨西哥、加拿大、日本这些盟友国的卡车制造商已经被打得措手不及。 制药行业尤其惨烈。 印度作为"世界药房"，出口美国药品占其总出口额三成以上。 新关税生效后，孟 买的药厂流水线连夜调整订单，而爱尔兰和瑞士的药企则紧急开会讨论转移生产线。 豁免名单成了谈判筹码。 白宫悄悄补充说，已经和美国达成关税协议的国家只需交15%的税。 这招明 显是在逼其他国家坐下来谈新条件。 比如加拿大，软木关税从旧 ...

Group 1: Tariff Policies - The recent tariff policies announced by Trump include a 25% tariff on heavy trucks, 50% on kitchen cabinets and bathroom sinks, 30% on imported furniture, and a 100% tariff on patented and branded drugs, with implementation occurring just four days after the announcement [3][5] - The 100% tariff on drugs significantly impacts India, which exports $27.85 billion worth of pharmaceuticals, with 31.35% going to the U.S., and 47% of U.S. generic drugs being imported from India [5] - On September 30, Trump granted Pfizer a three-year exemption from the 100% drug tariff, causing Pfizer's stock price to rise, highlighting a perceived double standard in tariff application [7] Group 2: Impact on Industries - The film industry is facing a proposed 100% tariff, which could complicate international distribution and negatively affect Hollywood, as over half of its revenue comes from overseas markets [9] - New tariffs on softwood lumber and wood products, including a 10% tariff on imported softwood and a 25% tariff on cabinets and bathroom vanities, will primarily affect Canadian suppliers and could lead to increased costs for U.S. consumers [10] - The overall tariff strategy appears to be broad, potentially affecting various industries, with concerns that domestic production may not meet demand, leading to price increases for consumers [12] Group 3: Federal Reserve Response - Following the Federal Reserve's interest rate cut on September 18, there has been internal disagreement, with some members advocating for a more significant cut to support the labor market [14][16] - The New York Fed President, Williams, indicated support for moderate rate cuts to protect employment and manage inflation, while acknowledging the limited impact of tariffs on inflation so far [16][18] - The Fed faces a balancing act between controlling inflation and supporting employment, with market expectations leaning towards another rate cut in October [18][20]

Group 1 - The new tariffs imposed by the U.S. government on home goods manufacturers are expected to significantly impact the home renovation and remodeling market, exacerbating existing challenges for consumers and the overall economy [1][2] - Tariffs include a 30% tax on soft furniture and a 50% tax on kitchen cabinets, bathroom cabinets, and related products, which may lead to increased costs and longer wait times for consumers [1] - Many consumers are already struggling with housing costs, as wage growth has not kept pace with real estate inflation and rising interest rates, leading to a stagnation in housing upgrades [1] Group 2 - The home goods industry is experiencing "total chaos" due to the tariffs, with many companies halting production or clearing inventory as sales decline and overseas partners face product backlogs [2] - Some companies are considering relocating production back to the U.S., but the high cost of necessary machinery and equipment makes this unfeasible in the short term [2] - The unpredictable nature of tariff implementation is causing businesses to hesitate on hiring and investment plans, creating an environment of uncertainty in the industry [2]

智通财经APP获悉，美国总统唐纳德·特朗普下令对进口软木原木和锯材加征10%关税，对橱柜、浴室柜 及带软垫的木制品加征25%关税。这是他最新一次试图通过进口税支撑本土制造业。 然而，美国住宅建筑商警告称，此举可能会抑制新房建设和房屋翻新投资，进而与特朗普旨在刺激购房 的政策产生矛盾，特朗普此前一直高调施压美联储降息，以期提振房地产市场。 根据周一签署的一份公告，上述关税将于10月14日起生效，部分产品的关税率上调计划则于明年1月1日 实施。此前，美国商务部已于今年3月启动对进口木材、原木及其衍生产品的调查。 特朗普表示，这些计划中的举措将"加强供应链、提升产业韧性、创造高质量就业岗位，并提高美国木 制品本土产能利用率"。 此次加征关税的法律依据是美国《贸易扩张法》第232条，该条款授权总统以"国家安全"名义对进口商 品加征关税。此类关税与特朗普此前为增加财政收入、扭转贸易失衡而实施的"对等关税"(即针对特定 国家的关税)性质不同。 目前，特朗普政府的行业性关税覆盖范围正不断扩大，已涵盖各类消费品。美国此前已对进口钢铁和铝 加征关税，此外，针对外国制造的太阳能电池板、商用飞机、半导体及关键矿产的多项第232条调 ...

当地时间9月29日，美国总统特朗普宣布将对进口软木原木及木材征收10%关税，并对进口橱柜、浴室柜及软包木制品加征25%关税。 新关税将于10月14日起生效，部分税率将在明年1月1日起进一步上调。 此前，美国商务部自今年3月起已对木材及其衍生品（包括橱柜与家具）展开调查。 ...

新关税将于10月14日起生效，部分税率将在明年1月1日起进一步上调。 此前，美国商务部自今年3月起已对木材及其衍生品（包括橱柜与家具）展开调查。 当地时间9月29日，美国总统特朗普宣布将对进口软木原木及木材征收10%关税，并对进口橱柜、浴室 柜及软包木制品加征25%关税。 ...

新关税将于10月14日起生效，部分税率将在明年1月1日起进一步上调。 此前，美国商务部自今年3月起已对木材及其衍生品（包括橱柜与家具）展开调查。 当地时间9月29日，美国总统特朗普宣布将对进口软木原木及木材征收10%关税，并对进口橱柜、浴室 柜及软包木制品加征25%关税。 ...