<p>随着这一周的结束，让我们来看看本周的头条新闻。</p>
<h2>特朗普政府上诉扩大关税退款资格的法院命令</h2>
<p>特朗普政府决定对一项联邦法院裁决提出挑战，该裁决将关税退款的资格扩展到所有美国进口商，而不仅仅是那些提起诉讼的进口商。这一举动可能会暂停正在进行的退款过程。</p>
<p>司法部已通知法官 <strong>Richard K. Eaton</strong> 其上诉意图。该法院命令允许所有支付了无效关税的公司申请退款。</p>
<p>阅读全文 这里。</p>
<h2>安东尼·斯卡拉穆奇表示美国一半人无法再负担中位数房价</h2>
<p>前白宫通讯主任 <strong>安东尼·斯卡拉穆奇</strong> 警告称，通货膨胀和不断上涨的住房成本正在给数百万美国人带来经济压力。他认为，许多家庭已无法负担美国中位数房价的住房。</p>
<p>斯卡拉穆奇指出，目前美国的中位数房价约为 432,000 美元，并估计家庭需要大约 160,000 美元的年收入才能舒适地承担抵押贷款，同时保持财务灵活性。</p>
<p>阅读全文 这里。</p>
<h2>一位宏观策略师表示美联储陷入困境</h2>
<p>宏观策略师 <strong>Alfonso Peccatiello</strong>，<strong>The Macro Compass</strong> 的创始人，警告称美联储正面临一个具有挑战性的政策环境。他认为，美国的通货膨胀正在悄然重新加速，而美联储缺乏再次加息的政治意愿。</p>
<p>根据追踪美联储期货的 CME FedWatch 工具，目前货币市场对年底加息 25 个基点的可能性赋予了近 70% 的概率。</p>
<p>阅读全文 这里。</p>
<h2>顶级经济学家警告美国经济 ‘不仅疲软，而是挣扎’</h2>
<p><strong>穆迪分析</strong> 首席经济学家 <strong>Mark Zandi</strong> 警告称，美国经济正在挣扎。他还警告称，与美国 - 以色列对伊朗的战争相关的干扰可能会显著增加衰退风险。</p>
<p>Zandi 指出，增长、住房和资本支出疲软是警示信号。</p>
<p>阅读全文 这里。</p>
<h2>杰米·戴蒙看到当今 ‘热情’ 市场中过去崩溃的危险回声</h2>
<p><strong>摩根大通</strong> (NYSE: JPM) 首席执行官 <strong>杰米·戴蒙</strong> 对当前市场的热情和经济状况表示担忧。他将华尔街客户的市场情绪形容为 “热情高涨”，暗示着高度的乐观和信心。</p>
<p>然而，戴蒙也强调，过去在重大市场崩溃之前曾出现过类似的市场 “过度兴奋” 现象。</p>
<p>阅读全文 这里。</p>
<p><em>图片来源：Shutterstock</em></p>
<p><em><strong>免责声明：</strong> 本内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>

穆迪

摩根大通

金融业 ETF - SPDR

<p>特朗普政府对扩大关税退款资格的法院命令提出上诉。安东尼·斯卡拉穆奇警告称，通货膨胀和高昂的住房成本给美国家庭带来了压力，许多人无法负担中位数价格的住房。宏观策略师阿方索·佩卡蒂耶洛建议，美联储被重新加速的通货膨胀和政治限制所困。穆迪的马克·赞迪警告称，美国经济正在挣扎，指出地缘政治紧张局势带来的衰退风险。与此同时，摩根大通首席执行官杰米·戴蒙对市场过度乐观表示警惕，并将其与过去的崩盘进行了比较</p>

<p>As the week wraps up, let’s take a look at the top stories that made headlines this week.</p>
<div class="lb-trans"><p>随着这一周的结束，让我们来看看本周的头条新闻。</p>
</div><h2>Trump Admin Appeals Court Order Expanding Tariff Refund Eligibility</h2>
<div class="lb-trans"><h2>特朗普政府上诉扩大关税退款资格的法院命令</h2>
</div><p>The Trump administration has decided to challenge a federal court ruling that extended the eligibility for tariff refunds to all U.S. importers, not just those who had filed lawsuits. This move could potentially halt the ongoing repayment process.</p>
<div class="lb-trans"><p>特朗普政府决定对一项联邦法院裁决提出挑战，该裁决将关税退款的资格扩展到所有美国进口商，而不仅仅是那些提起诉讼的进口商。这一举动可能会暂停正在进行的退款过程。</p>
</div><p>The Department of Justice has notified Judge <strong>Richard K. Eaton</strong> of its intention to appeal. The court order allows all companies that paid the invalidated duties to seek refunds.</p>
<div class="lb-trans"><p>司法部已通知法官 <strong>Richard K. Eaton</strong> 其上诉意图。该法院命令允许所有支付了无效关税的公司申请退款。</p>
</div><p>Read the full article here.</p>
<div class="lb-trans"><p>阅读全文 这里。</p>
</div><h2>Anthony Scaramucci Says Half Of America Can’t Afford The Median Home Anymore</h2>
<div class="lb-trans"><h2>安东尼·斯卡拉穆奇表示美国一半人无法再负担中位数房价</h2>
</div><p>Former White House communications director <strong>Anthony Scaramucci</strong> has warned that inflation and rising housing costs are putting a financial strain on millions of Americans. He argues that many households can no longer afford the median-priced U.S. home.</p>
<div class="lb-trans"><p>前白宫通讯主任 <strong>安东尼·斯卡拉穆奇</strong> 警告称，通货膨胀和不断上涨的住房成本正在给数百万美国人带来经济压力。他认为，许多家庭已无法负担美国中位数房价的住房。</p>
</div><p>Scaramucci pointed out that the median home price in the U.S. is currently around $432,000 and estimated that households would need about $160,000 in annual income to comfortably afford the mortgage while still maintaining financial flexibility.</p>
<div class="lb-trans"><p>斯卡拉穆奇指出，目前美国的中位数房价约为 432,000 美元，并估计家庭需要大约 160,000 美元的年收入才能舒适地承担抵押贷款，同时保持财务灵活性。</p>
</div><p>Read the full article here.</p>
<div class="lb-trans"><p>阅读全文 这里。</p>
</div><h2>A Macro Strategist Says The Fed Is Trapped</h2>
<div class="lb-trans"><h2>一位宏观策略师表示美联储陷入困境</h2>
</div><p>Macro strategist <strong>Alfonso Peccatiello</strong>, founder of <strong>The Macro Compass</strong>, has cautioned that the Federal Reserve is heading towards a challenging policy setup. He believes that U.S. inflation is quietly reaccelerating, and the Federal Reserve lacks the political will to raise interest rates again.</p>
<div class="lb-trans"><p>宏观策略师 <strong>Alfonso Peccatiello</strong>，<strong>The Macro Compass</strong> 的创始人，警告称美联储正面临一个具有挑战性的政策环境。他认为，美国的通货膨胀正在悄然重新加速，而美联储缺乏再次加息的政治意愿。</p>
</div><p>Currently, the money market assigns a nearly 70% chance of a 25-basis-point rate hike by year-end, according to the CME FedWatch tool, which tracks Fed futures.</p>
<div class="lb-trans"><p>根据追踪美联储期货的 CME FedWatch 工具，目前货币市场对年底加息 25 个基点的可能性赋予了近 70% 的概率。</p>
</div><p>Read the full article here.</p>
<div class="lb-trans"><p>阅读全文 这里。</p>
</div><h2>Top Economist Warns The US Economy ‘Isn’t Just Soft, It’s Struggling’</h2>
<div class="lb-trans"><h2>顶级经济学家警告美国经济 ‘不仅疲软，而是挣扎’</h2>
</div><p><strong>Moody’s Analytics</strong> Chief Economist <strong>Mark Zandi</strong> has cautioned that the U.S. economy is struggling. He has also warned that disruptions linked to the US-Israel war on Iran could significantly increase recession risks.</p>
<div class="lb-trans"><p><strong>穆迪分析</strong> 首席经济学家 <strong>Mark Zandi</strong> 警告称，美国经济正在挣扎。他还警告称，与美国 - 以色列对伊朗的战争相关的干扰可能会显著增加衰退风险。</p>
</div><p>Zandi pointed to weaker growth, housing, and capital spending as warning signs.</p>
<div class="lb-trans"><p>Zandi 指出，增长、住房和资本支出疲软是警示信号。</p>
</div><p>Read the full article here.</p>
<div class="lb-trans"><p>阅读全文 这里。</p>
</div><h2>Jamie Dimon Sees Dangerous Echoes Of Past Crashes In Today's ‘Gung Ho’ Market</h2>
<div class="lb-trans"><h2>杰米·戴蒙看到当今 ‘热情’ 市场中过去崩溃的危险回声</h2>
</div><p><strong>JPMorgan Chase &amp; Co.</strong> (NYSE: JPM) CEO <strong>Jamie Dimon</strong> has expressed concerns about the current market enthusiasm and the state of the economy. He characterized the prevailing market sentiment among Wall Street clients as “gung ho,” suggesting a high degree of optimism and confidence.</p>
<div class="lb-trans"><p><strong>摩根大通</strong> (NYSE: JPM) 首席执行官 <strong>杰米·戴蒙</strong> 对当前市场的热情和经济状况表示担忧。他将华尔街客户的市场情绪形容为 “热情高涨”，暗示着高度的乐观和信心。</p>
</div><p>However, Dimon also highlighted that similar instances of market “exuberance” were seen before significant market crashes in the past.</p>
<div class="lb-trans"><p>然而，戴蒙也强调，过去在重大市场崩溃之前曾出现过类似的市场 “过度兴奋” 现象。</p>
</div><p>Read the full article here.</p>
<div class="lb-trans"><p>阅读全文 这里。</p>
</div><p><em>Photo courtesy: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div><p><em><strong>Disclaimer:</strong> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>
<div class="lb-trans"><p><em><strong>免责声明：</strong> 本内容部分由 AI 工具生成，并由 Benzinga 编辑审核和发布。</em></p>
</div>

Trump Admin Appeals Court Order, Scaramucci's Housing Warning And More: This Week In Economy

benzinga_article

BondBloxx Private Credit CLO ETF

State Street® IG Public & Priv Crdt ETF

高级银团贷款 ETF - PowerShares

金融指数 MSCI ETF - Fidelity

金融业 ETF - Vanguard

Virtus Seix AAA Private Credit CLO ETF

Defiance Daily Target 2X Long JPM ETF

美国经纪商&证券交易所 ETF - iShares

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

特朗普政府对法院命令提出上诉，斯卡拉穆奇的住房警告及其他：本周经济动态