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中国基金报·2025-08-03 14:32

Core Viewpoint - The article discusses the recent U.S. tariff policies and their implications for various countries, particularly Brazil and Switzerland, highlighting the geopolitical tensions and economic repercussions involved [1][2][3][5]. Group 1: U.S. Tariff Policies - The U.S. Trade Representative stated that the new tariffs imposed by President Trump on multiple countries are largely fixed and will not be adjusted during current negotiations, with specific rates including 35% on Canadian goods, 50% on Brazilian goods, 25% on Indian goods, and 39% on Swiss goods [1][2]. - The tariffs are set based on bilateral trade surpluses and deficits, indicating a strategic approach to trade relations [2]. Group 2: Brazil's Response - Brazil has expressed strong opposition to the U.S. tariffs, with protests erupting in major cities against what is perceived as U.S. interference in Brazilian sovereignty [2][3]. - Brazilian officials have stated that they will not comply with U.S. demands to reduce oil imports from Russia in exchange for lower tariffs, emphasizing their stance against unilateral economic sanctions [4]. Group 3: Switzerland's Reaction - The announcement of a 39% tariff on Swiss goods has caused significant backlash in Switzerland, with political leaders and business representatives criticizing the U.S. for its aggressive trade tactics [5][6][7]. - The high tariff is expected to severely impact the Swiss economy, particularly given that the U.S. accounts for 18.6% of Swiss exports, including key products like pharmaceuticals and machinery [7][8]. Group 4: Economic Impact - Economic forecasts suggest that if the tariffs are implemented, Switzerland's GDP could decline by up to 0.7%, significantly affecting average incomes [8]. - The Swiss economy, heavily reliant on international trade, faces substantial risks due to the U.S. tariffs, which could lead to increased costs for Swiss exporters and reduced competitiveness in the global market [6][8].