特朗普所谓“对俄重大声明”揭晓，市场反应：又给50天？TACO！油价应声重挫

Core Points - President Trump announced a significant statement regarding Russia, threatening to impose a 100% tariff on Russia if no agreement is reached within 50 days [1][3] - The market reacted coolly to the announcement, interpreting the 50-day negotiation period as ample time for discussions, contrasting with earlier expectations of immediate sanctions [1][5] - Oil prices fell sharply following the announcement, with Brent crude futures down $1.15 to $69.21 (a 1.63% decline) and WTI crude futures down $1.47 to $66.98 (a 2.15% decline) [1][5] Group 1: Tariff Threat - Trump expressed strong dissatisfaction with Russia and indicated that if no agreement is reached within 50 days, severe tariffs would be imposed on Russia and countries purchasing Russian oil [3][4] - White House officials clarified that the tariffs would be approximately 100%, but details on secondary tariffs were not provided [3] Group 2: NATO Weapon Agreement - Trump announced a weapons shipment agreement with NATO to support Ukraine, stating that the U.S. would provide significant resources to NATO for immediate distribution to Ukraine [4] - The agreement includes the rapid delivery of military equipment, such as the "Patriot" missile defense system, with NATO countries expected to cover the costs [4] Group 3: Market Reaction - Initial market reactions included a rise in oil prices, driven by expectations of immediate sanctions, but prices reversed course after the details of the 50-day negotiation period were revealed [5][7] - Analysts viewed Trump's statement as lacking immediate threat, suggesting limited short-term impact on global energy supply and easing concerns over Russian oil export sanctions [5][7]