7月9日”关税大限“推迟两月？美财长暗示或可延至9月1日，标普冲向历史新高

Core Viewpoint - The statements from Trump administration officials have increased investor confidence in the prospects of reaching trade agreements, leading to a significant rise in U.S. stock markets, with major indices poised to set historical highs [1][2]. Group 1: Trade Negotiations - U.S. Treasury Secretary Mnuchin indicated that the trade agreement agenda of the Trump administration could be completed before Labor Day, suggesting negotiations may extend beyond the July 9 deadline [1][2]. - Mnuchin mentioned that the U.S. has completed agreements with the UK and reached consensus with China, implying these two countries are no longer part of the current negotiations with the 18 key trade partners [1][2]. - Mnuchin also noted that if agreements can be reached with 10 to 12 of the 18 important trade partners, the administration believes it can finalize trade agreements before Labor Day [2]. Group 2: Deadline Flexibility - White House Press Secretary Levitt stated that the July 9 deadline is not critical, and President Trump could offer agreements to countries that do not reach a deal by the deadline, indicating a potential for flexible tariff rates [6][7]. - Economic Council Chairman Miran expressed that extending the deadline for sincere negotiating partners is reasonable, emphasizing the importance of not jeopardizing ongoing negotiations with punitive tariffs [8]. - Mnuchin's earlier comments suggested that the administration is likely to extend the deadline for countries engaging in good faith negotiations, marking the first public acknowledgment of flexibility in the tariff timeline [8].