Group 1 - The US and Japan have reached an agreement on tariffs, with the US imposing a 15% tariff and Japan committing to invest $550 billion [1] - The agreement includes Japan's purchase of $8 billion worth of US goods, including corn, soybeans, fertilizers, 100 Boeing aircraft, and additional defense equipment [1] - The deal serves as a template for other countries like the EU and South Korea, pressuring them to accelerate negotiations to achieve lower tariffs [1] Group 2 - Experts believe the US-Japan trade agreement sets a benchmark for tariffs below a prohibitive level, with a target of keeping tariffs under 20% [2] - The EU and South Korea are expected to intensify their negotiations, particularly in the automotive sector, with reports suggesting the US is close to a similar agreement with the EU [2][3] - Japan successfully negotiated a reduction in automotive export tariffs from 25% to 15%, indicating the flexibility of the Trump administration in trade negotiations [3] Group 3 - Historical precedents suggest that the Trump administration may be willing to negotiate on industry tariffs, as seen in past adjustments to steel and aluminum tariffs [3] - Despite the emphasis on "buying American" and investment commitments, analysts remain cautious about the actual economic impact of these promises [4] - Previous commitments have often been re-packaged plans with limited real economic effects, leading to skepticism about the sustainability of such agreements [4]
美日协议破局!欧洲和韩国有了“模版”和压力
Hua Er Jie Jian Wen·2025-07-24 00:29