经济数据表现 - 国内生产总值呈现过热态势 通胀持续高位运行[3] - 失业率数据表明企业未进行大规模裁员 就业市场保持稳定[3] - 每小时将公布生产者价格指数数据 通胀趋势未朝正确方向发展[8] 货币政策立场 - 美联储对利率决策保持适应性态度 不预设具体降息路径[16][28][30] - 中性利率模型显示约200个基点的置信区间 实际范围在2.5%至3.5%之间[24] - 政策制定更关注经济对利率水平的实时反应 而非单纯盯住中性利率[25] 通胀驱动因素 - 供应商试图转嫁成本上升压力 包括关税和健康保险等多项成本[5][6] - 消费者出现明显的消费降级行为 从品牌产品转向自有品牌选择[7] - 观察到典型的相对价格权衡现象 特定商品价格上涨但不一定导致广泛通胀[7] 劳动力市场动态 - 劳动力供给与需求同步下降 移民政策调整和临时身份撤销产生影响[10][11] - 每年超过130万65岁以上人口退出劳动力市场[11] - 形成低招聘低解雇环境 失业率上升幅度预计相对有限[10][11][12] 企业信心与关税影响 - 企业不确定性迷雾开始消散 更多企业采取行动而非持观望态度[13][14] - 各行业受关税影响程度不同 部分行业获得更多清晰度而部分行业仍面临不确定性[15] - 企业根据对关税范围的感知进行规划 而非每日跟踪新闻动态[14] 生产率与成本传导 - 经济中出现显著的生产率提升现象[10][30] - 生产率提高减轻了成本传导压力[10] - 消费者对价格上涨的抵制行为限制了通胀下行空间[9]

US equity futures are flat as the market struggled for traction ahead of today's core PCE report and as investors ponder the Fed's next policy move following a raft of much stronger than expected US data. As of 8:00am, S&P futures are unchanged while Nasdaq futures drop 0.1% leaving stocks poised to extend their recent run of losses once the cash market reopens; in premarket trading Mag 7 names are mixed with NVDA (-0.8%) being the largest underperformer. Bond yields are also flat as is the USD which set fo ...

After back to back losses, the French market is up in positive territory on Friday with investors picking up stocks, shrugging off U.S. President Donald Trump's announcement of a fresh round of tariffs.Trump announced on Thursday that branded pharmaceuticals imported into the U.S. will be levied a 100% tariff, and heavy-duty trucks will be imposed a 25% levy, effective October 1st. He has also proposed levies on kitchen cabinets, bathroom vanities.and upholstered furniture.The benchmark CAC 40 was up 30.41 ...

Kwangmoozaa/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (01:21) Upward pressure on Fed's preferred inflation gauge — PCE price index — is seen persisting in August. (03:05) This is an abridged transcript. President Trump announced sweeping new tariffs, including 100% on branded and patented pharmaceutical drugs, to tak ...

The U.S. will impose 50% tariffs on kitchen cabinets and bathroom vanities and a 30% levy on upholstered furniture, Trump said. ...

By David Kirton FOSHAN, China (Reuters) -In China's "Furniture Kingdom" of Lecong, home to a strip of cavernous malls, vendors shrugged off the latest round of tariffs from Washington, saying they've long given up on the U.S. market. As part of his latest tariff onslaught, U.S. President Donald Trump on Thursday announced a 50% levy on imported kitchen cabinets and bathroom vanities, as well as a 30% tariff on upholstered furniture, to take effect on October 1. But in one of dozens of malls along the st ...

This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. Medtech companies face more tariff uncertainty as the Trump administration opens a Section 232 investigation into medical equipment. The Department of Commerce disclosed the probe late Wednesday, although it had started several weeks earlier, on Sept. 2. Medical device firms are still looking into the potential implications. Industry group Advamed, which has been lob ...

Electric truck production at MAN Truck & Bus in Munich. Daimler Truck Holding AG and Volkswagen AG’s Traton SE declined in early trading as Europe’s truckmakers try to decode what to make of President Donald Trump’s latest tariff salvo. Most Read from Bloomberg The US plans to impose a 25% duty on imported heavy trucks starting on Wednesday, Trump announced in a post on Truth Social, without providing more details. Daimler Truck shares fell as much as 4.9% in Frankfurt, while Traton’s stock dropped 3.1%. ...

President Trump says he will slap new levies on pharmaceuticals and big trucks ...

关税政策范围 - 对重型卡车征收25%关税[2] - 对厨房用品和家具类产品征收关税[2] - 对药品征收100%关税[2][5] 关税实施机制 - 基于商务部进行的232条款调查[3] - 采用行业性征收方式 与先前对铝、钢铁、汽车及零部件征税模式相同[4] - 药品关税预计将于下周三生效[2][4][9] 药品行业影响 - 100%药品关税将使平均关税率提高3.3个百分点[5] - 制药企业若在美国建设制造工厂可能获得豁免[6] - 阿斯利康、强生、默克等大型药企已预期此类政策[6] - 部分企业已承诺投入数十亿美元用于美国本土制造[7] 政策不确定性 - 具体豁免标准取决于政策具体表述[8] - 与欧盟达成的15%药品关税协议可能被新政策覆盖[8] - 实施细节仍需等待进一步明确[1][8]