要么签协议，要么继续征税？中方只剩84天限期，美国信用等级再降

Core Viewpoint - The recent developments in US-China trade negotiations indicate a temporary pause in tariff increases, but the situation remains tense as President Trump has set a 90-day deadline for a formal agreement, threatening to reinstate tariffs if no deal is reached [1][10]. Group 1: US-China Negotiations - The US and China have made initial progress in tariff discussions, with a joint statement to freeze some planned tariff increases [1]. - Trump’s ultimatum creates a clear choice for China: sign the agreement or face renewed tariffs, leaving only 84 days for negotiations [1][10]. - The pressure from the US is not only directed at China but also serves as a warning to other countries, including Japan, Germany, France, and India, to engage in substantial tariff negotiations within the same timeframe [3]. Group 2: Global Reactions and Implications - Many countries, except the UK, have not successfully concluded tariff negotiations with the US, opting for a "delay strategy" instead [5]. - The initial agreement between the US and China provides psychological comfort to other nations, encouraging them to adopt a firmer stance in their negotiations with the US [6]. - Trump's aggressive approach of unilaterally announcing new tariffs could backfire if multiple countries collectively refuse to comply, potentially putting the US in a vulnerable position [8]. Group 3: Economic Concerns - A major credit rating agency downgraded the US sovereign credit rating due to high fiscal deficits and rising debt risks, coinciding with Trump's push for tariffs [9]. - This downgrade has led to a slight decline in the dollar's value and an increase in bond yields, prompting international investors to reassess the credibility of US policies [9]. - The ongoing trade negotiations and the looming deadline raise questions about the effectiveness of unilateral pressure in resolving global trade issues [10].