Group 1 - The U.S. Treasury Secretary has indicated that significant trade agreements are close to being finalized, but if countries do not sign by the deadline, tariffs could rise to as high as 50% starting August 1 [3][4] - The European Union is a critical player in this situation, accounting for nearly one-fifth of U.S. goods trade, and the outcome of negotiations could significantly impact both sides [3][4] - The current market is in a state of uncertainty, with potential impacts on supply chains and corporate profits depending on the outcome of the tariff negotiations [4][5] Group 2 - The U.S. government is under pressure to deliver a "trade scorecard" before the upcoming elections, but tariffs could negatively affect both foreign countries and U.S. importers and consumers [4] - Countries involved in negotiations are weighing their options, considering whether to endure tariffs or seek alternative solutions if talks fail [4][5] - Investors are advised to focus on industries with pricing power that can pass on costs, as the restructuring of trade rules is expected to be a long-term process [5]
帮主郑重解读:美国贸易协议72小时倒计时,这波压力测试到底啥名堂?
Sou Hu Cai Jing·2025-07-06 20:17