EJ Antoni on the No Tariff Pass Through Thesis
X：N.B。的Heritage首席经济学家EJ Antoni：这是与国内同行相比，这是未通过B/C进口价格获得关税的间接指标；这是替代效应和外国生产者试图通过相对降低价格来保留市场份额的结果：·7月17日进口[…]
Canada's Carney Backs Down On Tariffs As Trump Welcomes Another Win
Canada's Carney Backs Down On Tariffs As Trump Welcomes Another WinAnother major economy and country backs down, and Trump wins again - as on Friday Canadian Prime Minister Mark Carney announced that Canada will drop its retaliatory tariffs in step with the United States as both countries work to de
グローバル株式市場動向(2025年7月)－米国と日欧の関税大枠合意により安心感が広がる
■由于美国高科技公司的出色表现和贸易谈判的进展，包括关于美国，日本和欧洲关税谈判的广泛决定，全球股票市场的汇总已经上涨。尽管全球股票市场继续上升，但关税对公司绩效的负面影响尚未完全纳入市场。随着美国和日本 - 欧洲的关税达成协议，贸易谈判现已消退，将注意对公司绩效和未来经济的影响。 ■Table of Contents 1 - The US-Japan-European Tariff Agreements Expand Reassurance 2 - Trends by Country and Industry 3 - Stock Price Trends of Major Global Co
Producer prices for July (apparently) show the first significant negative effects of Tariff-palooza!
- 新政的民主党通常不会对生产商价格过多关注，但偶尔它们非常重要 - 今天就是其中之一。这就是原因。过去，如本图所示，可以追溯到50年来：当生产商价格超过消费者价格时，这意味着生产商无法将任何价格的全部价格提高到消费者。以其他方式输入，公司利润下降。以下是过去10年以上的图表，最终需求生产商价格和消费者价格平均每季度的变化，与企业利润相比（/2的规模）：有几个季度的滞后，一旦生产商的价格超过了消费者的价格，企业利润的YOY增长率，公司利润的利润增长，甚至下降。这表明是生产商价格较弱的投入，并且循环重新启动。最终需求生产商的价格上涨大约等于自去年夏天以来的消费者价格上涨。 If producer
'Economists just don't agree': CNBC host gets Trump trade chief to make stunning admission
彼得·纳瓦罗（Peter Navarro）是唐纳德·特朗普（Donald Trump）总统的最高贸易官员，他的大量不受欢迎的贸易战争和广泛的关税计划的建筑师承认，大多数经济学家不同意政府的立场，即关税实际上是“减税”。关税是税收税是由进口商对国家 /地区的税收征收的税收，通常是他们进入国家的成本，以及较高的费用来消费者的价格，而这些费用是通过价格上涨的价格。 While some businesses initially absorbed the added expense when President Trump’s tariffs began, July’s wholesale price
Trump's "Deadly Serious" Russia Squeeze Shown In Big Tariffs On Ally India
Trump's "Deadly Serious" Russia Squeeze Shown In Big Tariffs On Ally IndiaBy Simon Watkins of OilPrice.comTrump has doubled tariffs on Indian imports to 50% over New Delhi’s continued purchases of Russian oil.The move risks nearly 1% of India’s GDP this year but underscores U.S. determination to coo
● The Economic Consequences of Mr Trump: What the Trade War Means for the World Philip Coggan Q&A with author via MoneyWeek Q: In your new book, The Economic Consequences of Mr Trump: What the Trade War Means for the World, you posit that president Donald Trump’s threats over tariffs are real, rathe
'Grim': Top economist says Americans in for a 'nasty shock' on inflation thanks to Trump
Citing President Donald Trump’s “really extreme policies on both trade and immigration,” and particularly his tariffs, Nobel Prize–winning economist Paul Krugman, one of the nation’s most prominent economic voices, is warning that the U.S. could soon face “stagflation”—a toxic mix of high inflation,
'Chaotic, secretive and ripe for corruption': Trump agenda leaving businesses 'sputtering'
After multiple delays, the "reciprocal" tariffs first announced this past spring by U.S. President Donald Trump went into effect on Thursday even as the American economy is showing serious signs of weakness.As reported by CNBC, the new tariffs hit nations all over the world and included particularly
What Triggered The Upcoming Putin-Trump Summit?
是什么引发了即将到来的普京 - 特朗普峰会？由安德鲁·科里布科（Andrew Korybko）通过替代品撰写，其中一个必须向对方提供更多的让步。克里姆林宫艾德·尤里·尤里·乌萨科夫（Eide Yury Yury Yury Yury Yury Ushakov）在星期四确认，普京和特朗普在下周与特殊的史蒂夫·维特科夫（Steve Witkoff）的“高度生产力”的同意下一周，他在三个小时的上面遇到了一位，这是他的陪伴下来的一小时。 expiry of Trump’s shortened deadline to Putin.It’s still unclear whether Trump will
'Big boo-boo': GOP senators turn on Trump over fears of 'economic downturn'
美国劳工统计局（BLS）在8月1日星期五发表了令人失望的工作报告，而唐纳德·特朗普总统回应了解雇BLS专员Erika Mcentarfer并指责她操纵数据时，一些共和党人很快就回应了他的主张。参议员Markwayne Mullin（R-Oklahoma）告诉Fox News，McEntarfer正在产生“假报告”，并补充说：“我很高兴她没有工作。”同样，副总统杰德·万斯（JD Vance）表示，他很高兴看到“特朗普”驳回了BLS专员。但是，希尔的亚历山大·博尔顿（Alexander Bolton）在8月5日发表的一篇文章中强调，并不是所有的共和党人都在反映特朗普在美国经济上的主张，以呼应更多的
Wall Street falls as Trump tariffs and weak jobs report hit global markets – as it happened
Just 73,000 jobs created in July, and employment in May and June was 258,000 lower than previously reportedUS Politics Live: Trump is ‘killing jobs and jacking up prices’, Democrats say amid tariff fallout and weak employment growthUS adds 73,000 jobs in July amid economic pressure from Trump’s trad
Trump administration 'beaten up badly' by judges doubting his 'unbounded power' over trade
在扫除（在某些情况下）大量关税将对众多国家的商品产生影响，其中许多人没有与唐纳德·特朗普（Donald Trump）总统达成贸易，联邦上诉法院法院法官对政府表示怀疑，该政府具有法律权威，认为该法律权威是强加于他们的法律权威。 for that purpose.“IEEPA doesn’t even say tariffs, doesn’t even mention them,” one of the eleven judges on a panel for the U.S. Court of Appeals for the Federal Circuit in Washington, D.C.
China Probes Nvidia Over Alleged H20 AI Chip's "Backdoor" Security Risks
China Probes Nvidia Over Alleged H20 AI Chip's "Backdoor" Security Risks China's Cyberspace Administration (CAC) summoned Nvidia officials to address alleged "backdoor" security vulnerabilities with the H20 AI chip, just weeks after Nvidia CEO Jensen Huang's diplomatic visit to Beijing, and days aft
Fed's Favorite Inflation Indicator Ticks Higher In June
美联储最喜欢的通货膨胀指示器在Junethe Fed的最喜欢的通货膨胀指标中滴答更高的滴答性 - 核心PCE-上升0.3％的妈妈（预期），将其提高了2.8％（比预期的 +2.7％高2.7％） - 自2月以来的最热门...来源...来源...来源...来源。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。。 basis...Source: BloombergDeeper under the hood, household supplies seems to be getting hit with tariff trauma...Source: Bloomber
观看现场直播：'太晚了'鲍威尔解释了为什么尽管存在异议和增长疑问，但税率仍然不在桌面上……如所预期的那样。从概括起来，这种减速发生在贸易战的拖累之前就发生了，但显然，这对鲍威尔及其朋友来说并不重要（作为数据点）。 dramatically......because the lack of tariff-driven inflation is... transitory?Our first take is that the combination of a double dissent (pro cuts) and the recognition that growth is 'moderati
IMF warns on risks to global economy amid tariff trade shock – as it happened
在唐纳德·特朗普（Donald Trump）的贸易沃多纳德·特朗普（Wardonald Trump）在英国的企业，经济和金融市场上的覆盖范围“对全球经济的风险保持坚定的态度”，而且从外观上看，他一直在与一个对石油行业感兴趣的人交谈。钻探者”和“英国有一笔巨大的财富，人民的能源成本要低得多”。继续阅读... Despite reduced tensions and EU trade deal, US policies are ‘highly uncertain’, says Washington-based organisationGlobal growth will be stronger
IMF upgrades global growth forecast as Trump tariffs ease, but warns on risks
在唐纳德·特朗普（Donald Trump）的贸易沃多纳德·特朗普（Wardonald Trump）在英国的企业，经济和金融市场上的覆盖范围“对全球经济的风险保持坚定的态度”，而且从外观上看，他一直在与一个对石油行业感兴趣的人交谈。钻探者”和“英国有一笔巨大的财富，人民的能源成本要低得多”。继续阅读...Despite reduced tensions and EU trade deal, US policies are ‘highly uncertain’, says Washington-based organisationGlobal growth will be stronger th
