美元大涨!欧元暴跌!美欧协议实为利空,特朗普赢麻了?
Sou Hu Cai Jing·2025-07-29 23:00

Group 1 - The core viewpoint of the articles indicates that the recent US-EU trade agreement, while avoiding an escalation of trade wars, may weaken the long-term growth potential of the EU due to significant investment commitments to the US [2][3]. - The EU has agreed to invest $600 billion in the US and purchase $750 billion worth of US energy products, which could lead to an increase in the weighted average tariff rate on EU exports to the US from approximately 1.5% to 15.2% [3]. - Analysts predict that the EU's economic growth rate may decline by 0.2% to 0.4% over the next year as a result of the trade agreement [3]. Group 2 - The euro has experienced a significant drop, with a 1.30% decline against the dollar, marking the largest single-day drop since mid-May [2]. - Analysts suggest that the euro may face short-term downward pressure due to potential increases in US tariffs, which could raise US inflation and lower inflation in the eurozone, leading to a divergence in monetary policy between the Federal Reserve and the European Central Bank [4]. - The market focus is shifting towards the Federal Reserve's interest rate decisions, which could further influence the euro's performance against the dollar [4][5][6].