美国加征关税预期致美7月贸易逆差显著扩大

Core Insights - The U.S. trade deficit widened to $78.3 billion in July, significantly higher than the revised $59.1 billion in June and above market expectations [1] - Analysts attribute the increase in the trade deficit to U.S. companies importing goods and materials ahead of new tariffs announced by President Trump, leading to a four-month high in the trade deficit [1] - The anticipation of new tariffs also resulted in a substantial increase in gold shipments, further contributing to the rise in total imports [1] Import and Export Data - In July, U.S. imports amounted to $358.8 billion, a month-on-month increase of 5.9%, while exports were $280.5 billion, showing a slight increase of 0.3% [1] - The goods trade deficit increased by $18.2 billion to $103.9 billion, while the services trade surplus decreased by $1.1 billion to $25.6 billion [1] - The total trade deficit for goods and services rose by 32.5% month-on-month to $78.3 billion [1] Year-to-Date Trade Performance - Year-to-date, the U.S. trade deficit for goods and services has increased by $154.3 billion compared to the same period in 2024, representing a 30.9% rise [1] - Exports have increased by $10.3 billion, a growth of 5.5%, while imports have surged by $257.5 billion, reflecting a 10.9% increase [1]