美联储的戴利：我有点担心通货膨胀可能会回升。旧金山联邦储备银行行长Mary Daly指出，普遍关税带来的通胀压力越来越令人担忧。

Fed's Daly: I'm a little concerned inflation may pick back up.Federal Reserve (Fed) Bank of San Francisco President Mary Daly noted that inflation pressure from widespread tariffs is an increasing concern.

美联储的Goolsbee：关税比预期大得多。芝加哥联邦储备银行行长奥斯坦·古尔斯比周二警告称，美国的关税远高于大多数市场观察人士的预期，对几乎没有退路的美国进口商构成了真正的风险。

Fed's Goolsbee: Tariffs are way bigger than anticipated.Federal Reserve (Fed) Bank of Chicago President Austan Goolsbee warned on Tuesday that US tariffs, which were far larger than most market watchers anticipated, poses a real risk to US importers who have very few fallback options.

周二下午，美国股市在早盘强劲反弹后失去动力，因为对全球关税谈判的乐观情绪让位于围绕贸易政策的新的不确定性。白宫新闻秘书莱维特重申了政府的不妥协立场，称全面关税“不可谈判”，并引用了国家安全问题。标准普尔500指数收窄涨幅，徘徊在持平线之上，道琼斯指数仍上涨200多点，纳斯达克指数上涨约0.3%。早些时候的收益是由包括日本和韩国在内的70多个国家表示有兴趣进行谈判的报道推动的。然而，缺乏实质性进展和中国的持续挑衅——发誓要“战斗到底”——使地缘政治紧张局势成为焦点，促使投资者重新调整了对迅速缓和局势的预期。与此同时，在美国政府宣布医疗保险优惠计划的报销率高于预期后，联合健康集团股价飙升7.7%。

U.S. stocks lost momentum Tuesday afternoon after a strong early rally, as optimism over global tariff negotiations gave way to renewed uncertainty around trade policy. White House Press Secretary Leavitt reaffirmed the administration’s uncompromising stance, calling the sweeping tariffs “non-negotiable” and citing national security concerns. The S&P 500 trimmed gains to hover above the flatline, the Dow Jones remained up just over 200 points, and the Nasdaq added roughly 0.3%. Earlier gains had been driven by reports that more than 70 countries, including Japan and South Korea, expressed interest in talks. However, the lack of tangible progress and China’s continued defiance—vowing to “fight to the end”—kept geopolitical tensions front and center, prompting investors to recalibrated expectations for a swift de-escalation. Meanwhile, UnitedHealth Group surged 7.7% after the U.S. government announced higher-than-expected reimbursement rates for Medicare Advantage plans.

英国央行的Lombardelli表示，现在判断美国关税对通胀的影响还为时过早。英国央行副行长Clare Lombardelli周二表示，在其他国家持续回应的情况下，判断美国总统唐纳德·特朗普的关税对英国的通胀影响还为时过早。

BoE's Lombardelli says it is still too soon to judge inflation impact of US tariffs.Bank of England Deputy Governor Clare Lombardelli said on Tuesday that it was still too soon to judge the inflation impact for Britain of U.S. President Donald Trump's tariffs amid ongoing responses from other countries.