据央视新闻，美国总统特朗普当地时间8月11日已签署行政令，将对中国的关税暂停措施再延长90天。 ...

世贸组织总干事伊维拉指出，近期关税措施的全面影响在持续显现，关税不确定性使企业信心、投资和 供应链持续承压，是全球贸易环境中最具破坏性的力量之一。 新华社日内瓦8月8日电（记者焦倩）世界贸易组织8日发布最新一期贸易预测报告，将2026年全球货物 贸易增长预期从4月预测的2.5%下调至1.8%。 责编：张荣耀、刘强 报告预计，2025年全球货物贸易将增长0.9%，高于4月预测的负0.2%，但仍低于更早前基于低关税水平 预测的2.7%。报告说，较4月预测上调的主要原因是美国进口商抢在关税上升前囤货，导致该国今年上 半年进口量同比大增11%。此外，全球宏观经济前景与4月相比有所改善。 从地区来看，亚洲经济体2025年将继续成为全球货物贸易增长的最大引擎，而北美地区今明两年将持续 拖累全球贸易增长，欧洲对今年全球贸易增长也将产生轻微负面影响。 报告警告，近期关税调整将对全球贸易前景产生负面影响。美国7日生效的高额"对等关税"将在2025年 下半年及2026年拖累美国进口、抑制美国贸易伙伴出口。 ...

Core Points - The new tariff measures signed by President Trump have come into effect, imposing tariffs ranging from 10% to 50% on numerous trade partners, leading to widespread discontent and calls for collective responses from affected nations [1] - The average tariff on imported goods is projected to exceed 18%, marking the highest level since 1934 [1] - Brazil and India are among the countries facing the highest tariffs, with both nations expressing strong resistance to the measures [1] - Switzerland has been particularly affected, facing a 39% tariff, the highest among European countries, which has raised significant concerns for its export-driven economy [3] - Japan, despite having reached an agreement with the U.S., found that the promised tax reductions were not implemented, leading to demands for immediate corrective actions [4] Summary by Category Tariff Implementation - The U.S. Customs and Border Protection began collecting higher tariffs on imports starting at 12:01 AM Eastern Time on July 7 [1] - The tariffs are set between 10% and 50%, significantly impacting trade relationships [1] Affected Countries - Brazil and India are subjected to a 50% tariff, with both countries indicating they will not easily concede to U.S. demands [1] - Switzerland is facing a 39% tariff, which is significantly higher than previously threatened, causing alarm among its export sectors [3] - Japan is facing a 15% tariff, with ongoing negotiations to address discrepancies in previously agreed terms [4] Economic Impact - The tariffs are expected to create substantial pressure on Switzerland's economy, particularly affecting industries such as watchmaking, industrial machinery, chocolate, and cheese [3] - Indian officials have indicated that the tariffs could impact defense procurement plans, although the government later denied any changes to ongoing negotiations [1][3] - The U.S. government's announcement regarding tariffs on transshipped goods is anticipated to target Southeast Asian countries, with potential implications for trade practices [4]

Core Insights - The tariff measures implemented by U.S. President Donald Trump are significantly boosting international stock markets while potentially ending the dominance of the S&P 500 index globally, at least for the time being [1] - International stock markets are expected to outperform the U.S. stock market benchmark for the first time since 2022, and this is also the first occurrence in a bull market environment since 2009 [1] - Concerns regarding the impact of tariffs and trade uncertainties on U.S. corporate profit growth are the primary reasons for this shift [1] Performance Comparison - The MSCI All Country World Index (excluding the U.S.) has significantly outperformed the S&P 500 index, rising by 18% so far in 2025, while the S&P 500 index has only increased by 7.8% [1]

Core Insights - France's trade deficit reached €43 billion in the first half of the year, an increase of €4.4 billion compared to the second half of 2024 [1] - Imports grew by 1.9% year-on-year, while exports only increased by 0.7%, leading to a widening trade deficit [1] - In the second quarter alone, the trade deficit was €22.9 billion, up €2.8 billion from the first quarter, primarily due to declines in exports of electricity, aerospace products, and ships, alongside record-high imports of pharmaceuticals [1] Trade Deficit Analysis - The increase in trade deficit signals a warning for France, especially in light of new trade agreements between the EU and the US [1] - The French Minister for Foreign Trade, Laurent Saint-Martin, emphasized the need for France and Europe to enhance competitiveness and accelerate efforts to avoid falling behind [1] - US tariff measures are expected to have multiple adverse effects, including rising prices for American consumers and potential global economic slowdown [1] Economic Implications - The trade agreement between the US and the EU poses a dual threat to France and Europe, with reduced exports to the US and the risk of a global economic slowdown [1]

Core Viewpoint - France's trade deficit reached 43 billion euros in the first half of the year, an increase of 4.4 billion euros compared to the second half of 2024, primarily due to higher import growth than export growth [1] Trade Data Summary - In the first half of the year, imports increased by 1.9% year-on-year, while exports grew by only 0.7%, leading to an expanded trade deficit [1] - In the second quarter alone, the trade deficit amounted to 22.9 billion euros, which is an increase of 2.8 billion euros from the first quarter [1] - The decline in exports of electricity, aerospace products, and ships, along with a record high in pharmaceutical imports, contributed to the trade deficit [1] Government Response - Laurent Saint-Martin, the French Minister responsible for foreign trade, indicated that the widening trade deficit serves as a warning signal for France, especially in light of a new trade agreement between the EU and the US [1] - He urged France and Europe to take action to enhance competitiveness and accelerate efforts to avoid falling behind [1] - Saint-Martin also highlighted the negative impacts of US tariff measures, which could lead to higher prices for American consumers and potentially slow global economic growth, posing a dual threat to France and Europe [1]

Group 1 - The total amount of gold futures in the Shanghai Futures Exchange is 35,889 kilograms, with an increase of 144 kilograms compared to the previous day [1][2] - The main gold futures contract opened at 778.50 CNY per gram, reaching a high of 781.78 CNY and a low of 778.42 CNY, currently trading at 781.42 CNY, reflecting a 1.36% increase [1] - The trading volume for the day is 271,828 contracts, with open interest at 217,696 contracts, showing a decrease of 1,072 contracts in daily open interest [1] Group 2 - U.S. Trade Representative Jamieson Greer stated that President Trump's tariffs on multiple countries are likely to remain unchanged in upcoming negotiations [2] - Tariff rates imposed by President Trump include 35% on most goods from Canada, 50% on goods from Brazil, 25% on goods from India, and 39% on Switzerland [2]

Core Viewpoint - The latest tariff measures by the United States have failed to eliminate uncertainty for businesses [1] Group 1: Tariff Measures - The U.S. has implemented new tariff measures aimed at addressing trade imbalances [1] - Despite these measures, businesses continue to face significant uncertainty regarding future trade policies [1] Group 2: Business Impact - Companies report that the ongoing uncertainty is affecting their investment decisions and operational strategies [1] - The lack of clarity in trade regulations is leading to cautious approaches in business planning [1]

Core Point - The article discusses the Democratic senators' final attempt to block the implementation of tariffs proposed by Trump, which they argue will increase annual expenses for American families by approximately $2,400 [1] Group 1 - Democratic senators are launching a last-ditch effort to prevent the tariffs from taking effect this week [1] - The proposed tariffs are seen as a significant issue for the upcoming 2026 midterm elections, with Democrats emphasizing the financial burden on families [1] - Senator Jeanne Shaheen from New Hampshire will request the Senate to pass a motion that would prevent the government from imposing these tariffs under the International Emergency Economic Powers Act (IEEPA) [1] Group 2 - The IEEPA has been used by the Trump administration as the legal basis for imposing the tariffs [1] - The motion requires only one senator to block the tariffs, but it is expected that Republicans will support the tariff increase [1] - This situation provides an opportunity for Democrats to force Republicans to publicly declare their support for the tariff hikes [1]

Core Viewpoint - The likelihood of reaching a trade agreement between the U.S. and the EU is perceived by Trump to be only 50% despite optimistic signals from EU diplomats [1] Group 1: Trade Agreement Prospects - Trump believes the chances of a trade agreement are "fifty-fifty," indicating uncertainty in negotiations [1] - U.S. and EU negotiators are reportedly working "closely" to achieve an agreement [1] Group 2: Tariff Implications - Trump has warned that if a trade agreement is not reached by August 1, the EU could face punitive tariffs of 30% on most goods [1] - Specific additional tariffs on certain industries will also be implemented if the agreement is not finalized [1] - Trump plans to issue more letters in the coming days to set new tariffs for other countries [1]