Below is a summary of a newsletter titled as "Morning Brief: Tariffs don't matter as much as how big they are," received on 07/12/2025 from Yahoo Finance:
Stocks dipped slightly after President Trump threatened new 35% tariffs on Canadian goods, part of a broader trend of rising trade tensions. The main focus is how these growing tariffs—now estimated at 18%—could impact the economy. Experts say the real problem isn’t just the number of tariffs, but how high they go and how uncertain the final outcomes are. Ongoing deals with countries like China and Vietnam may soften the impact, but if tariffs continue rising, they could lead to stagflation (slower growth with higher prices) and limit how the Federal Reserve responds. For now, markets are holding up because businesses expect some flexibility or negotiation ahead.
以下是雅虎財經 2025 年 7 月 12 日發來的題為《晨間簡報:關稅的重要性不在於其規模》的簡報摘要:
在川普總統威脅對加拿大商品徵收35%的新關稅後,股市小幅下跌,這是貿易緊張局勢加劇的普遍趨勢之一。人們主要關注的是這些不斷上漲的關稅(目前估計為18%)將如何影響經濟。專家表示,真正的問題不僅在於關稅的數量,還在於關稅的幅度以及最終結果的不確定性。與中國和越南等國正在進行的貿易協定或許可以減輕影響,但如果關稅繼續上漲,可能會導致滯脹(經濟成長放緩,物價上漲),並限制聯準會的應對措施。目前,市場表現堅挺,因為企業預期未來會出現一些彈性或談判。