Group 1 - Trump's recent announcement of imposing tariffs ranging from 25% to 40% on 14 countries, including Japan and South Korea, starting August 1, has escalated global trade tensions [1][5][7] - The underlying motive behind Trump's tariff policy appears to be aimed at pressuring China by constricting trade opportunities for its neighboring countries, which are significant for China's export costs and supply chain efficiency [5][20] - The U.S. economy is facing challenges, with the first quarter GDP showing contraction and predictions for the second quarter being pessimistic, indicating a potential technical recession [7][20] Group 2 - U.S. Treasury Secretary Bessent's unexpected friendly overtures towards China, emphasizing mutual respect and cooperation, suggest underlying anxieties within the U.S. administration [11][13] - The U.S. has been attempting to exert pressure on China regarding rare earth resources, but China's strengthened export controls have enhanced its leverage in the global rare earth market [13][16] - China's response to U.S. pressures has been measured, maintaining control over rare earth resources while allowing some U.S. companies access to its market, showcasing its confidence and patience [16][22] Group 3 - The ongoing trade rivalry between the U.S. and China is far from over, with rare earth issues likely to remain a central topic in negotiations, where China's control gives it a favorable position [20][22] - The potential rifts in U.S. relations with traditional allies may provide China with more diplomatic space, as countries like Japan and South Korea might seek a balanced approach with China amid economic pressures [22]
重税砸向亚洲后,美国财长第一时间喊话中国,好话说尽,底牌全露
Sou Hu Cai Jing·2025-07-13 04:17