深夜，关税突发！美国：不再延长！

Core Viewpoint - The article discusses the impending trade tensions between the United States and the European Union, highlighting the potential for increased tariffs and the urgency for both parties to reach a trade agreement before the August 1 deadline [1][2][4]. Group 1: Tariff Developments - The U.S. Secretary of Commerce, Wilbur Ross, announced that the U.S. will not extend the tariff deadline set for August 1 [2]. - The EU plans to impose tariffs on nearly €100 billion worth of U.S. goods if a satisfactory trade agreement is not reached by the deadline [1][2]. - The EU's initial response includes merging two lists of U.S. goods worth €210 billion and €720 billion for potential tariffs, which could take effect on August 7 [2][3]. Group 2: Trade Negotiations - EU Commission President Ursula von der Leyen is scheduled to meet with U.S. President Trump to discuss a trade agreement, with Trump suggesting a 50% chance of reaching a deal [1][4]. - The proposed agreement may involve a 15% baseline tariff on most EU goods, which is seen as better than the threatened 30% tariff [5]. - Over 70% of EU export goods are currently facing U.S. tariffs, with steel and aluminum at 50%, and automotive products at 25% [4]. Group 3: Economic Implications - The uncertainty surrounding the trade negotiations has led to a pause in interest rate cuts by the European Central Bank, which is concerned about the impact of U.S. tariffs on the Eurozone economy [6]. - The ECB's current economic outlook is described as "exceptionally uncertain," primarily due to the unclear future of U.S.-EU trade talks [6]. - Analysts suggest that the tariffs could trigger further rate cuts or impact the Eurozone's export structure, leading to inflationary pressures [6]. Group 4: Broader Trade Context - Since July 9, the U.S. has only finalized trade agreements with a few countries, including Japan, the Philippines, and Indonesia, while negotiations with the EU and others remain challenging [7][8]. - Trump indicated that most agreements would be finalized by August 1, with potential tariffs ranging from 10% to 50% on various countries [8].