Group 1 - The U.S. Treasury Secretary, Bessent, initially threatened to raise tariffs on Eastern goods to triple-digit levels after the third round of economic talks, but this did not cause expected market turmoil as Eastern countries maintained strategic composure [1] - Shortly after, Bessent shifted his stance, indicating a desire for dialogue and cooperation, which drew significant international attention [1][3] - Bessent acknowledged the withdrawal of 12 countermeasures against Eastern countries due to issues in the rare earth supply chain, highlighting the U.S.'s dependency on Eastern technology for 80% of its rare earth processing capacity [3] Group 2 - Bessent's recent statements reflect a significant change in tone, suggesting that the U.S. is now open to a win-win agreement with Eastern countries, contrasting sharply with previous characterizations of Eastern nations as "rule-breakers" [5] - Analysts interpret this shift as a sign of the U.S.'s passive position in the economic negotiations, unable to bear the costs of complete decoupling while still reliant on Eastern supply chains [5] - The U.S. faces deep-seated anxieties within its capital markets, with estimates suggesting that a phased agreement could save multinational companies over $100 billion annually in compliance costs [7] Group 3 - The U.S. is grappling with a threefold economic dilemma: a federal debt exceeding $36 trillion, stagnation in manufacturing repatriation plans, and a weakening foundation of financial hegemony [7] - The ongoing economic cooperation between Eastern countries and regions like Africa and Latin America is creating alternative resource settlement networks that bypass the traditional dollar system, diminishing the U.S.'s ability to exert financial pressure [7] - The International Monetary Fund has noted that the effectiveness of unilateral sanctions is declining as global supply chains undergo significant restructuring [7]
友好是接下来的主旋律?美国撤销多项制裁,美财长一改强硬姿态,对东方市场的评价变了
Sou Hu Cai Jing·2025-08-02 03:14