关税突发！美国，重大转变！

Group 1: Tariff Agreements - The U.S. and Mexico's tariff agreement has been extended for 90 days, maintaining a 25% tariff on goods from Mexico unless they meet the USMCA criteria [1][3] - Mexico faces additional tariffs of 25% on automotive imports and 50% on metals such as steel, aluminum, and copper [3][4] - Trump previously threatened to increase the unified tariff rate on Mexican imports from 25% to 30%, but this has been postponed following a successful phone call with the Mexican president [3][4] Group 2: Market Reactions - U.S. stock indices experienced a significant drop, with the Dow Jones falling over 330 points, a decline of 0.74%, as investors reassessed monetary policy following the Federal Reserve meeting [2][9] - The announcement of higher tariffs on major trading partners, including India and Brazil, contributed to negative market sentiment [2] Group 3: Future Negotiations - Trump indicated that negotiations with Mexico will continue over the next 90 days, aiming to finalize a trade agreement during this period [4] - The U.S. is increasingly reliant on Mexico for imports, with Mexico becoming the largest source of imports for the U.S. in 2023 [4][5] Group 4: Trade Policy Implementation - The White House announced that new tariff rates will take effect on August 1, with details on the number of required executive orders for implementation still unclear [7][8] - Approximately 150 countries are expected to receive notifications regarding new tariffs, with rates ranging from 10% to 15% [7]