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银盘万花筒小说,遭遇现实考量
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  美国总统特朗普周二与以色列总理内塔尼亚胡通话后表示,两人在贸易和伊朗问题上保持一致。

  “我刚刚与以色列总理内塔尼亚胡通话,谈及多个话题,包括贸易、伊朗等,”特朗普在TruthSocial平台发帖称。

  “通话进行得非常顺利——我们在所有问题上立场一致,”他补充说,并未透露通话的更多细节。

  费城联邦储备银行总裁哈克周二表示,对美联储的信任是其目前最强大的力量之一。

  “美联储长期以来积累起来的一项极其宝贵的资源,就是我们的信誉,我们所做的,我们所说的,我们不会信口开河,”哈克在费城联储举行的一次关于经济流动性的会议上说,这种信誉是随着时间的推移“通过政治独立和尽可能客观的态度”积累起来的。

  哈克在讲话中并未谈及货币政策。尽管通胀率超过2%的目标,但美联储仍面临来自特朗普总统的压力,要求其降息,而且由于总统的贸易政策,今年的价格压力预计将进一步加剧。

  通用电气首席执行官直接向美国总统特朗普发出呼吁,眼下这家制造商正在应对全球贸易战引发的动荡。

  首席执行官LarryCulp本月早些时候与特朗普当面交谈,阐述了“零关税制度”如何惠及航空航天供应链并为国内行业带来贸易顺差。Culp表示,他“希望”自己的信息已经传达清楚。

  “我们当然支持政府在提升美国竞争力、振兴美国制造业方面的重点工作,”他周二在公司发布季度财报后接受采访时说。“我们实际上主张回到跨大西洋贸易的双向零关税制度。”

  这次会面凸显出企业领导人竭力缓解关税冲击。Culp执掌的公司周二重申全年业绩展望,称成本控制和涨价有助于抵消特朗普关税造成的5亿美元影响。

  美国副总统万斯呼吁开启印度与美国合作的新时代,在特朗普政府重建与世界各地盟友的关系之际,将这个南亚国家定位为特朗普政府的关键合作伙伴。

  在对印度进行为期四天的访问期间万斯发表讲话,推动新德里和华盛顿在从能源到国防等一系列领域加强合作关系。他还强调了双方在双边贸易协议方面取得的进展,双方希望在今年秋季之前敲定协议。

  “这在很大程度上是一种双赢的伙伴关系,”万斯周二在斋蒲尔表示。“21世纪的未来将由美印伙伴关系的强度来决定。”

  虽然万斯在演讲中强调了贸易、国防、能源和技术作为合作领域,但他也呼吁印度总理莫迪政府继续努力降低贸易壁垒并购买更多美国商品。

  这些言论释放了迄今为止最明确的信号,表明印度是特朗普政府当前的优先外交对象,尤其是在美国正致力于培养新伙伴并疏远旧伙伴的背景下。万斯对莫迪大加赞赏,并承诺特朗普政府不会以一种“居高临下”的态度对待印度,也不会将其视为廉价劳动力来源——他指出过去的美国领导人曾显示出这种态度。

  美国副总统万斯在对印度进行为期四天的访问期间与印度总理莫迪会晤后表示,印度和美国接近敲定双边贸易协议。在斋蒲尔的演讲中,万斯批评了前几届政府与印度和其他国家的贸易方式,并主张推动在包括防务和能源在内的一系列领域加强与印度的关系。

  万斯还表示,印美关系是双向互利的,呼吁莫迪政府购买更多美国军事装备,并大力宣传美国F-35战斗机对加强印度空军力量的潜力。

  “美国人希望进一步进入印度市场,”万斯在演讲中说。“这里是开展业务的绝佳之地,我们希望为本国人民提供更多进入这个国家及与印度人民交流的机会。”

美联储卡什卡利

  美联储卡什卡利周二在被问及美国总统特朗普抨击美联储主席鲍威尔不降息一事时表示,美联储的货币政策独立性是基础,是改善经济状况的关键。

  卡什卡利还指出,现在判断利率的正确路径还为时过早。他表示,最近美国国债收益率的上升以及美元的疲软表明,一些投资者正在重新评估是否要在美国投资,并补充说,资本流动的减少可能导致美债收益率上升。

  美联储卡什卡利在谈到经济前景时说,关税在一定程度上造成通胀,也可能导致经济增长放缓。从逻辑上讲,关税会导致一次性价格上涨,但他担心,在通胀已经很高的背景下,关税可能会导致通胀预期失控。

  卡什卡利说,美联储的工作是确保关税不会导致长期通胀,现在判断正在发生什么还为时过早。他还表示,不再有贸易逆差意味着投资者将不得不得出结论,美国不再是最佳投资地点,债券收益率和美元的波动表明,全球投资者对投资方向进行了重新评估。

  卡什卡利希望美国保持全球经济的主导地位,保持美元作为全球储备货币的地位。

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