美财长发出重要信号：10月底前搞定贸易谈判，关税或会随时间缩减！

Group 1: Trade Policy Insights - U.S. Treasury Secretary Bessent indicated that tariffs may be reduced if trade imbalances improve, likening them to "melting ice" [1][2] - The average tariff rate in the U.S. has reached 18.6%, the highest since World War II, following the implementation of new tariffs on imports from Japan [1] - The primary goal of the Trump administration's tariff policy is to "rebalance" the current account deficit, which is projected to be $1.18 trillion by 2024, the largest among major economies [1] Group 2: Trade Negotiations and Agreements - Bessent expressed optimism about completing trade negotiations with countries by the end of October [3] - The U.S. is using tariffs as a tool for diplomatic negotiations, particularly regarding Russia and India, with potential tariffs on Indian oil purchases reaching 50% [3] - The agreement with Japan is described as a "golden industrial partnership," with Japan agreeing to a 15% tariff and committing to a $550 billion investment plan [4] Group 3: Federal Reserve Leadership - Bessent is expected to play a key role in selecting the next Federal Reserve Chair, emphasizing the need for market trust and the ability to analyze complex economic data [6] - Concerns were raised about the independence of monetary policy, which is crucial for economic stability and inflation expectations [6] - Bessent highlighted the importance of maintaining the dollar's status as a reserve currency through sound economic policies and attracting foreign direct investment [6]