Group 1 - President Trump indicated that the U.S. may implement previously communicated tariff rates on Japan and is close to reaching a trade agreement with India, while a deal with Europe is also possible [1][2] - The U.S. has reached agreements with Indonesia and is finalizing a deal with Vietnam, which has alleviated market concerns about escalating trade wars, leading to a rise in major U.S. stock indices [1] - Trump announced that tariffs on all imports from Indonesia will be set at 19%, and he plans to impose tariffs of over 10% on smaller countries, potentially affecting over 150 minor trade partners [3][4] Group 2 - The U.S. will maintain a 25% tariff on Japanese goods unless a trade agreement is reached, with the tariff set to take effect on August 1 [6][8] - Japan's exports have declined for the second consecutive month, raising concerns about a technical recession, with a notable 11.4% drop in exports to the U.S. [11][12] - The automotive sector is a critical point in U.S.-Japan trade negotiations, with potential tariffs posing a significant risk to Japan's economy, estimated to lose up to 13 trillion yen, which is over 2% of its GDP [12][14]
关税突发!刚刚,特朗普宣布:接近达成!
券商中国·2025-07-17 11:22