特朗普又签4500亿美元大单，累计2.35万亿美元，部分关税再延期！

Group 1 - The core point of the article highlights the significant trade agreements made by the Trump administration, particularly the $450 billion deal with South Korea, which includes $350 billion in investments in core U.S. projects and $100 billion in energy procurement [1][3] - The total value of trade agreements reached by the Trump administration with Japan, the EU, and South Korea in one month amounts to $2.35 trillion, indicating a dramatic restructuring of the global trade landscape [1][3] - The South Korean government has strategically preserved its agricultural markets by not opening rice and beef markets to the U.S., showcasing a balance between economic negotiations and domestic interests [3] Group 2 - The South Korean won experienced a brief increase of 0.4% following the agreement, but quickly fell back, suggesting market skepticism about the underlying implications of the deal [4] - The article critiques the nature of the agreements, noting that a significant portion of the promised investments from Japan and the EU are not direct investments but rather loans or guarantees, raising questions about the actual economic benefits [6][7] - The U.S. is leveraging exaggerated figures to create a facade of victory in trade negotiations, while allies are participating in this arrangement to secure tariff reductions [7] Group 3 - Specific allocations from the agreements include $150 billion for U.S.-Korea shipbuilding cooperation, $200 billion for sectors like semiconductors and nuclear energy, and a commitment to purchase $100 billion of U.S. liquefied natural gas over three and a half years [8] - The article discusses the implications of the U.S. imposing a 40% tariff on Brazil, highlighting the uneven impact of U.S. trade policies on different countries and the limited options for Brazil to retaliate [10] - The U.S. has shown a different approach towards China, extending a 90-day pause on tariff measures, indicating a more complex and nuanced trade relationship compared to other nations [12][16] Group 4 - The article notes that while tariff revenues appear substantial, they are insufficient to cover the rising national debt, with the U.S. Treasury expecting to borrow $1.01 trillion, nearly double previous estimates [14] - The Federal Reserve's cautious stance on interest rates reflects the economic challenges posed by the trade policies, as the U.S. grapples with balancing inflation control and economic growth [14] - The overarching theme suggests that the aggressive trade tactics employed by the Trump administration may lead to long-term economic consequences, as allies and adversaries alike reassess their positions in the global trade system [16]