卡尼当天发表声明说，取消部分对美报复性关税，即不再对"美国-墨西哥-加拿大协定"（美墨加协 定）覆盖下的美国商品加税，旨在与美方措施对等。 声明还说，加拿大政府将于9月开始评估在新的全球贸易环境下加拿大的优先事项，为美墨加协定 明年的审议工作作准备。 有媒体指出，加拿大宣布取消对美国商品征收的多项报复性关税，是为重启陷入僵局的贸易谈判释 放善意。 新华社渥太华8月22日电（记者林威）加拿大总理卡尼22日表示，该国将于9月1日开始取消部分对 美报复性关税，但仍将保留对美国钢铁、铝和汽车的报复性关税。 美墨加协定是北美三国于2018年签署的三边贸易协定，2020年7月正式生效，并计划于2026年进行 续签审议。 ...

Group 1 - Multiple pharmaceutical companies, including AstraZeneca and Bayer, announced investments totaling approximately 12 billion Mexican pesos (about 4.6 billion RMB) in Mexico, seen as a strategy to circumvent U.S. tariffs through the USMCA [1][8] - Bayer plans to invest around 3 billion Mexican pesos (approximately 1.16 billion RMB) over the next five years to expand local production facilities [3] - AstraZeneca will invest over 2 billion Mexican pesos (about 770 million RMB) in the next two years to enhance clinical research activities and expand production facilities for diabetes and chronic kidney disease medications [4] Group 2 - Boehringer Ingelheim is investing approximately 3.5 billion Mexican pesos to make its tablet production facility in Mexico City the largest globally [6] - A large domestic pharmaceutical company in Mexico announced plans to invest about 3.5 billion Mexican pesos to build a factory in central Mexico, creating over 5,000 jobs [6] - The Mexican government stated that the pharmaceutical industry will receive investments totaling around 12 billion Mexican pesos (about 4.6 billion RMB) [6] Group 3 - President Trump threatened tariffs on imported drugs that could reach up to 250%, with specific measures expected to be announced soon [8] - Products meeting the USMCA preferential tariff treatment conditions, such as drugs produced in Mexico, will not be affected by the new tariff measures [8]

Group 1 - The Canadian government expresses disappointment over U.S. tariffs but remains committed to the USMCA, which is the second-largest timber trade agreement globally by trade volume [1] - Various sectors, including timber, steel, aluminum, and automotive, are significantly impacted by U.S. tariffs and trade barriers [1]

Core Viewpoint - The recent tariff measures imposed by the Trump administration on imports from Mexico and Canada are primarily aimed at addressing drug trafficking issues, but their actual impact may be limited due to exemptions for products that comply with the USMCA rules [1][5]. Group 1: Tariff Details - Starting August 1, a 30% tariff will be imposed on goods imported from Mexico, while a 35% tariff will be applied to goods from Canada [1]. - The tariffs are justified by Trump's claims of insufficient action by both countries in controlling fentanyl trafficking [1][6]. - The tariffs are expected to raise prices by approximately 1.2% due to direct and indirect effects on the economy [6]. Group 2: Economic Impact - The US imports over $100 billion annually in industrial goods from Canada and Mexico, which includes machinery, electronics, and agricultural products [5]. - The tariffs may create new negotiation leverage for the US in trade discussions, particularly regarding dairy and aluminum tariffs [4][6]. - The potential for retaliatory tariffs from Canada and Mexico exists, but both countries are currently focused on demonstrating compliance with USMCA to mitigate the impact [7][8]. Group 3: Political Context - Trump's administration has sent letters to 24 countries and the EU regarding tariff adjustments, indicating a broader strategy of using tariffs as a negotiation tool [3]. - The political implications of these tariffs could lead to public dissatisfaction if prices for well-known consumer goods rise significantly [6]. - Both Canada and Mexico have expressed intentions to negotiate rather than retaliate, given their economic dependence on the US market [8].

Group 1 - The core viewpoint is that President Trump criticizes Canada for being difficult in trade negotiations, particularly regarding high tariffs on U.S. agricultural products [2] - Canada announced the cancellation of the digital services tax, which was set to take effect on June 30, to facilitate trade negotiations with the U.S. [3] - The U.S. has expressed strong opposition to Canada's digital services tax plan, which would impose a 3% tax on revenues from tech companies providing services to Canadian users [3] Group 2 - Trump highlighted that Canada imposes tariffs as high as 400% on certain U.S. agricultural products, indicating a significant trade imbalance [2] - The current tariff policies between the U.S. and Canada are established under the USMCA agreement, which Trump claims could become ineffective if Canada defaults [2] - The Canadian government had initially planned to implement the digital services tax retroactively to 2022, but this plan has now been abandoned to resume negotiations with the U.S. [3]

Core Viewpoint - CIBC Macro believes that Canadian exports have reached a peak of weakness, with a potential for rebound in the coming months, but exports are expected to remain low through the remainder of 2025 unless there is a change in U.S. trade policy [1] Trade Data Summary - In April, nominal export values fell by 10.8%, with a seasonally adjusted decline of 9.1% [1] - Out of 11 industries, 10 experienced record declines in exports, with the automotive and industrial machinery sectors seeing the largest drops [1] Economic Impact - The poor trade data from April poses risks to the expectation of a 0.1% quarter-on-quarter GDP growth for Canada [1]

Group 1 - The U.S. Customs and Border Protection has established implementation regulations for vehicles covered under the United States-Mexico-Canada Agreement (USMCA) [1]

Group 1 - The core viewpoint of the article indicates that Daimler's outlook for the fiscal year 2025 is contingent upon the assumption that the company can continue operations under the US-Mexico-Canada Agreement [1]

Group 1 - The core point of the article is that 51% of Mexico's exports are covered by the US-Mexico-Canada Agreement (USMCA), indicating a significant reliance on this trade agreement for export growth [1] - According to the Mexican Finance Minister, exports from Mexico are expected to increase by at least 10% due to the provisions of the USMCA [1]

Group 1 - The core viewpoint expressed by President Trump is that there may be only slight changes in expectations regarding the US-Mexico-Canada Agreement (USMCA) [1]