倒计时一周：特朗普拒延关税期限

Core Viewpoint - The article discusses the impending deadline for the U.S. to reinstate tariffs, highlighting the lack of substantial trade agreements and the potential market reactions to these developments [1][5]. Trade Negotiation Progress - The U.S. government has not extended the deadline for tariff reinstatement, with President Trump indicating no plans to delay the July 9 deadline [1][5]. - The U.S. has only signed a general economic prosperity agreement with the UK since announcing a 90-day pause on tariffs, falling short of the goal to reach 90 agreements [1][2]. - The EU is pushing for a reduction in tariffs, while the U.S. prefers a phased agreement model similar to that with the UK [6][7]. EU's Response and Strategy - The EU has agreed to impose counter-tariffs on $210 billion worth of U.S. goods unless an agreement is reached by July 14 [6]. - There is internal disagreement within the EU regarding retaliation, which may reduce the U.S.'s incentive to compromise [7][11]. - The EU is also considering further tariffs on U.S. imports worth up to €95 billion [6]. Japan and India Negotiations - Japan's trade negotiations are uncertain, with Trump criticizing Japan's trade practices and suggesting high tariffs on Japanese automobiles [7][8]. - In contrast, there is optimism regarding a potential agreement with India, focusing on market access and specific industry tariffs [8][9]. U.S. Trade Policy Implications - The U.S. is prioritizing "reciprocal tariffs" in negotiations, with other industry tariffs being postponed [10]. - Experts express concerns that the U.S. administration's aggressive stance may damage long-standing trade relationships and accelerate global supply chain restructuring [10][11]. - The EU is advised to diversify its export markets and strengthen local production capabilities to mitigate the impact of U.S. tariffs [11].