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突发!欧盟,集体跳水!
中国基金报·2025-07-24 12:12

Core Viewpoint - The European Union has approved a measure to impose retaliatory tariffs on U.S. products totaling €93 billion, causing a significant drop in European stock markets [3][4][9]. Group 1: Economic Data and Market Reaction - European stock markets initially opened higher due to resilient economic data but fell sharply after the approval of the retaliatory tariffs [5]. - The Eurozone's composite Purchasing Managers' Index (PMI) rose from 50.6 in June to 51 in July, surpassing analysts' expectations of 50.7, indicating a stabilization above the growth threshold [7]. - The increase in PMI is attributed to the nearing end of a three-year manufacturing recession and an unexpected acceleration in the service sector [7]. Group 2: Retaliatory Tariffs Details - The EU plans to merge two lists of retaliatory tariffs against U.S. exports, totaling approximately €930 billion, which includes high-value industrial products such as aircraft, automobiles, wine, and electrical equipment [9]. - The first round of tariffs, approved in April, targeted U.S. goods worth about €210 billion, including soybeans, motorcycles, and jeans [9]. - If a satisfactory trade agreement is not reached by August 1, the retaliatory measures will take effect on August 7 [10].