在唐纳德·特朗普总统确认即将征收关税后，美国股市将抛售延长至周一的最后一个交易小时，加剧了人们对经济的担忧。标准普尔500指数下跌1.9%，纳斯达克100指数下跌2.6%，道琼斯指数暴跌700多点。随着特朗普透露计划从4月2日开始对进口农产品征收关税，市场下跌加剧。此外，新的关税将于明天生效，包括对来自墨西哥和加拿大的进口商品征收25%的关税，以及对中国商品征收10%的关税。科技行业领跌，英伟达暴跌7.8%，新加坡宣布正在调查通过马来西亚的出口是否可能非法庇护了英伟达芯片，以绕过美国对中国的出口限制。此外，博通在本周财报公布前下跌6.9%。与此同时，特斯拉和亚马逊股价下跌超过3%，能源生产商因油价下跌而暴跌。

US stocks extended their sell-off into the final trading hour on Monday following President Donald Trump's confirmation of upcoming tariffs, fueling concerns about the economy. The S&P 500 dropped 1.9%, while the Nasdaq 100 fell 2.6%, and the Dow plunged more than 700 points. The market's decline deepened as Trump revealed plans to impose tariffs on imported agricultural products starting April 2. Additionally, new tariffs are set to take effect tomorrow, including a 25% levy on imports from Mexico and Canada, along with a 10% tariff on Chinese goods.The tech sector led the sell off, paced by a 7.8% plunge by Nvidia as Singapore announced it is investigating whether exports through Malaysia may have illegally sheltered Nvidia chips to circumnavigate US export restrictions on China. Also, Broadcom sank 6.9% ahead of its earnings release this week. In the meantime, Tesla and Amazon fell more than 3% and energy producers plummeted on lower oil prices.

周一，由于悲观的经济数据公布、对即将征收的关税的担忧以及华盛顿和乌克兰之间的地缘政治不安，美国股市继续下跌。标准普尔500指数下跌1.4%，纳斯达克100指数下跌1.6%，道琼斯指数下跌500点。ISM数据显示，美国制造业放缓幅度大于预期，新订单指数创下2022年3月以来的最大跌幅，同时价格压力加剧。与此同时，新的关税将于明天生效，包括对来自墨西哥和加拿大的进口商品征收25%的关税，对中国商品征收10%的额外关税。科技板块抛售，英伟达暴跌7.8%，新加坡宣布正在调查通过马来西亚的出口是否可能非法庇护了英伟达芯片，以绕过美国对中国的出口限制。此外，博通在本周财报公布前下跌5.7%。与此同时，特斯拉和亚马逊股价下跌超过2%，能源生产商因油价下跌而暴跌。

US stocks extended their losses on Monday amid the release of pessimistic economic data, concerns over incoming tariffs, and geopolitical unease between Washington and Ukraine. The S&P 500 lost 1.4% and the Nasdaq 100 fell 1.6%, while the Dow was 500 points lower. ISM data revealed a sharper than expected slowdown in US manufacturing, with the new orders index recording its sharpest drop since March 2022 while price pressures accelerated. Meanwhile, new tariffs are set to take effect tomorrow, including a 25% levy on imports from Mexico and Canada and an additional 10% tariff on Chinese goods. The tech sector sold off, paced by a 7.8% plunge by Nvidia as Singapore announced it is investigating whether exports through Malaysia may have illegally sheltered Nvidia chips to circumnavigate US export restrictions on China. Also, Broadcom sank 5.7% ahead of its earnings release this week. In the meantime, Tesla and Amazon fell more than 2% and energy producers plummeted on lower oil prices.

美联储的Musalem：通胀预期失控会让我担心。圣路易斯联邦储备银行阿尔贝托·穆萨勒姆周一在新闻专线上承认，经济恶化的迹象开始从缝隙中显现出来，但总体增长和劳动力数据看起来仍然不错，至少目前是这样。

Fed's Musalem: Unanchoring inflation expectations would concern me.Federal Reserve (Fed) Bank of St Louis Alberto Musalem hit newswires on Monday, admitting that signs of economic deterioration are beginning to show through the cracks, but that overall growth and labor figures still look good, at least for the time being.

美元指数下跌近1%，至106.6点，接近上周触及的106.2点以下的两个月低点，因对美国经济的担忧加剧，欧元因乌克兰和平协议的希望而上涨。特朗普的新关税将于周二生效，对大多数加拿大和墨西哥商品征收25%的关税，对中国进口商品征收20%的关税，每年总计1.5万亿美元，这引发了人们对美国制造业疲软导致经济增长放缓的担忧。除此之外，2月份ISM制造业采购经理人指数降至50.3，表明生产放缓、新订单减少和价格上涨，这在一定程度上是由于关税造成的。与此同时，欧元走强，以英国和法国为首的欧洲领导人承诺增加财政支出，并宣布计划向美国提交乌克兰和平提案，这增加了美元的压力。

The US dollar index fell nearly 1% to 106.6, moving closer to a two-month low hit below 106.2 hit last week, as concerns about the US economy grew and the euro gained on hopes for a Ukraine peace deal. Trump’s new tariffs set to take effect Tuesday, imposing 25% on most Canadian and Mexican goods and 20% on Chinese imports totaling $1.5 trillion annually, have sparked concerns about slowing economic growth amid weakening US manufacturing. On top of that, the ISM Manufacturing PMI fell to 50.3 in February, signaling near-stagnation, with slower production, contracting new orders, and rising prices—partly due to tariffs. Meanwhile, the euro strengthened as European leaders, led by the UK and France, pledged increased fiscal spending and announced plans to present a Ukraine peace proposal to the US, adding pressure on the dollar.