Moneta外汇：美日关税谈判及美元走势分析

Group 1 - The core viewpoint of the articles highlights the agreement between the US and Japan to reduce automobile tariffs, with the US lowering the import tariff on Japanese cars from 27.5% to 15% [1] - The tariff adjustment aims to eliminate the previous "stacked taxation" issue, ensuring that goods already subjected to tariffs higher than 15% will not face additional burdens [1] - This agreement is expected to alleviate trade tensions between the two countries and provide clearer expectations for the automotive supply chain [1] Group 2 - The current global trade environment remains uncertain, and the speed of tariff policy adjustments will have a profound impact on the foreign exchange market [5] - Temporary fluctuations in trade tensions are anticipated to resemble past disruptions caused by the pandemic, with expected quick manifestations and dissipations of impacts, although short-term market volatility is likely to increase [5] - Investors are advised to closely monitor the Federal Reserve's monetary policy direction and the progress of tariff negotiations among countries to strategically allocate their asset portfolios [5]