受消息影响，美元指数持续走低，失守108关口，日内跌近1%。现货黄金日内转涨，一度逼近2650美元关口。非美货币也集体反攻，英镑兑美元、欧元兑美元、纽元兑美元、澳元兑美元涨超1%，美元兑日元抹去日内涨势。据新浪报价，离岸人民币兑美元持续走强，升穿7.33关口，日内涨近300点。It is said that Trump's tariffs may only cover key imported commodities, the USD plunged upon hearing this, and non-US MMFs and Global stock markets celebrated...
According to the Washington Post, three people familiar with the matter stated that aides to the elected president of the USA, Trump, are discussing a tariff plan applicable to "all countries," but covering only key imported Commodities, which represents a key shift in Trump's plan during his 2024 presidential campaign.
If the new plan is implemented, it would mark a significant narrowing from the 10% to 20% universal tariffs proposed by Trump during the campaign, with economists expecting this move to raise Consumer prices and distort Global trade patterns.
Affected by the news, the USD continued to drop, falling below the 108 mark, and declining nearly 1% during the day. Spot Gold turned to increase during the day, nearly approaching the 2650 USD mark. Non-USD currencies also collectively rebounded, with the British Pound against the USD, the Euro against the USD, the New Zealand Dollar against the USD, and the Australian Dollar against the USD each rising over 1%, while the USD against the Japanese Yen erased its intraday gains. According to a quote from Sina, the offshore RMB against the USD continued to strengthen, breaking through the 7.33 mark, gaining nearly 300 points during the day.
US Equity Index futures continued to rise, with NASDAQ 100 Index futures increasing by about 1%. European stocks extended their upward trend, with the France CAC40 Index rising over 2%, the Europe Stoxx 50 Index rising by 1.9%, the Italian FTSE MIB Index rising by 1.4%, and the DEGUODAXZHISHU rising by 1.3%. The FTSE China A50 Index futures experienced a short-term surge in the night session, rising over 1%.
Reports indicate that it is currently unclear which Industries or Commodities the tariffs will target, but they may focus on those Industries or Commodities that Trump intends to bring back to the USA.
Trump's focus may include the defense industry supply chain—by imposing tariffs on Steel, Iron, Aluminum, and Copper—and key Medical Supplies such as syringes, needles, vials, and pharmaceutical materials. The Washington Post cites two informed sources saying that Trump may also target Battery materials, rare earth minerals, and CECEP Solar Energy panels.
One source stated, "A general industry-based tariff is easier for everyone to accept." He emphasized the potentially destructive impact that universal tariffs could have on Consumer prices and supply chains. In this context, the report mentioned that the proposed approach would target Industries such as defense, Medical Supplies, and Energy rather than the broader tariff framework that initially raised concerns.
Continuously updating...
