智通财经1月6日讯(编辑 卞纯)综合新华网等多家媒体报道，美国总统特朗普4日警告称，如果印度不按 美方要求限制购买俄罗斯石油，美国可能继续提高对印度产品征收的关税。 在美印贸易谈判仍未取得成果的情况下，这一威胁进一步加大了对这个南亚国家的压力。 2025年8月，美国政府以印度进口俄罗斯石油为由，对印度输美商品加征惩罚性关税，将对印度商品总 体关税税率提高至50%。双方已经就关税问题进行了数月的谈判。 印度政府曾多次表示，其能源进口政策旨在保障本国消费者利益，特朗普政府对印加征的关税不合理， 并指出美国自身仍在与俄罗斯保持贸易往来。 尽管面临高额关税压力，印度去年11月对美出口额仍实现大幅增长，但在2025年5月至11月期间，其对 美出口额降幅超过20%。 为推动与美国的贸易谈判，印度政府已要求国内炼油企业每周上报俄罗斯和美国石油的采购数据，以此 回应美方的关切。 根据欧洲调查公司Kpler数据，2025年12月，印度从俄罗斯进口的石油约为120万桶/日，这较去年6月时 约200万桶/日的峰值下降了约40%。业内人士认为，未来几个月印度的俄油购买量将降至100万桶/日以 下。 自美方加征关税以来，印度总理莫迪与 ...

【文/观察者网 陈思佳】美军袭击委内瑞拉并掳走委总统马杜罗后，美国总统特朗普仍不满足，又开始 向其他国家发出威胁。据路透社1月5日报道，特朗普4日警告印度，称如果印度政府没有按照美国的要 求减少俄罗斯石油进口，美国可能进一步提高对印度的关税。 特朗普在空军一号上接受媒体采访时称："（印度总理）莫迪是个好人。他知道我不开心，让我开心很 重要。"当被问及印度与俄罗斯之间的石油贸易时，特朗普威胁说："他们确实有贸易，但我们可以很快 提高对他们的关税。" 随行的美国共和党参议员、特朗普的亲密盟友林赛·格雷厄姆声称："如果你购买廉价俄罗斯石油，你就 是在帮助俄罗斯的军事行动。我们正试图通过关税，让总统有能力迫使对方作出一个艰难抉择。"他正 支持一项立法，威胁对购买俄罗斯能源的国家征收500%关税。 《印度教徒报》称，印度政府的统计数据显示，印度石油进口商在2025年6月至10月减少了俄罗斯石油 进口。但在2025年11月，印度从俄罗斯进口了770万吨石油，同比增长近7%，达到2025年5月以来的最 高水平，占到当月印度石油进口总量的35.1%。 不过，为平衡与美国的贸易关系，印度也在提高美国石油的进口量。数据显示，20 ...

随着选民对物价水平的不满情绪不断发酵，美国总统唐纳德·特朗普推迟上调软体家具、橱柜和梳妆台 的关税税率，放慢了征税步伐。 在特朗普于佛罗里达州海湖庄园举办新年前夜派对的时候，白宫周三晚间就总统公告发布了情况说明 书。 责任编辑：刘明亮 随着选民对物价水平的不满情绪不断发酵，美国总统唐纳德·特朗普推迟上调软体家具、橱柜和梳妆台 的关税税率，放慢了征税步伐。 在特朗普于佛罗里达州海湖庄园举办新年前夜派对的时候，白宫周三晚间就总统公告发布了情况说明 书。 情况说明书显示，原定于周四生效的更高关税税率，现在定于2027年1月1日生效。 在9月公告中，特朗普原本指示，从1月1日起，某些"软体木制品"的关税将从25%提高到30%，厨房橱 柜和梳妆台的关税将从25%提高到50%。白宫表示，他周三的公告推迟了这一措施的实施，现行的25% 关税仍将维持。 情况说明书显示，原定于周四生效的更高关税税率，现在定于2027年1月1日生效。 在9月公告中，特朗普原本指示，从1月1日起，某些"软体木制品"的关税将从25%提高到30%，厨房橱 柜和梳妆台的关税将从25%提高到50%。白宫表示，他周三的公告推迟了这一措施的实施，现行的25% ...

Group 1 - The current spot silver price is trading above $69.49, with an opening at $68.99 and a current price of $69.76, reflecting a 1.08% increase [1] - The highest price reached was $69.98, while the lowest was $68.87, indicating a bullish short-term trend in the silver market [1] Group 2 - Canadian Prime Minister Carney appointed former BlackRock executive Mark Wiseman as the new U.S. ambassador, aiming to leverage his investment management experience amid significant trade negotiations [1] - Wiseman will replace Kirsten Hillman, who has served since 2019 and announced her departure at the new year [1] - The Carney government is facing tense reviews of the USMCA, a key trade agreement for North America, with the Trump administration expressing intentions to modify or potentially withdraw from the agreement [1] - Although negotiations have commenced this fall, the future process remains uncertain, and Wiseman, despite lacking diplomatic experience, has substantial credentials in the financial investment sector [1] Group 3 - The silver market opened at $67.062, experienced a pullback to $66.654, and then surged, reaching a daily high of $69.446 before closing at $69.038, forming a bullish candlestick pattern [1] - The trading strategy includes holding positions at lower levels and adjusting stop-loss orders, with targets set at $69, $69.5, $70, and $70.5-$71 [1]

Group 1 - The core point of the article revolves around the recent meeting between Canadian Prime Minister Trudeau and Chinese officials, marking the first high-level dialogue in eight years, which aims to restore cooperation and address economic concerns between Canada and China [1][3]. - The meeting is seen as a significant gesture from China, indicating a thaw in relations, despite Canada’s previous actions that led to strained diplomatic ties, including tariffs on Chinese products and accusations of election interference [3][5]. - Canada’s desire to improve relations with China is driven by the negative impact of Chinese countermeasures on Canadian exports, particularly in agriculture and energy, as well as pressure from the U.S. regarding tariffs [5][7]. Group 2 - U.S. President Trump expressed that he received an apology from Trudeau but remains firm on not resuming trade negotiations with Canada, particularly in light of a controversial anti-tariff advertisement published by Canada [1][5]. - The anti-tariff advertisement, which included edited remarks from former President Reagan opposing tariffs, has angered Trump, as it undermines his tariff policies and political stance [5][7]. - Trump’s insistence on a retraction from Canada regarding the advertisement highlights the political implications of trade policies and the importance of maintaining support among his voter base [7].

Core Viewpoint - The U.S. Trade Representative, Jamison Greer, criticized the actions of key partners, the EU and India, indicating that contentious trade negotiations are likely to continue into next year [2][6]. Group 1: EU Trade Relations - Greer expressed strong concerns regarding the EU's regulatory measures against U.S. tech companies, suggesting these measures are discriminatory [2][6]. - He highlighted non-tariff barriers excluding U.S. agricultural products and various regulatory measures limiting industrial exports as significant challenges in EU negotiations [2][6]. - Greer's office threatened retaliation against the EU for taxing U.S. tech companies, naming potential targets such as Accenture, Siemens, and Spotify Technology SA [2][6]. Group 2: India Trade Relations - The trade negotiations with India, initiated earlier this year, have yet to yield an agreement, despite ongoing discussions [2][6]. - Recent communications between U.S. President Trump and Indian Prime Minister Modi indicate efforts to bridge differences and reshape bilateral relations [3][7]. - This marks the fourth conversation between the leaders since Trump imposed a 50% tariff on Indian goods in August, reflecting limited progress in achieving a trade agreement [3][7]. Group 3: Digital Regulation Concerns - The focus of contention lies in the EU's push for regulations on U.S. tech giants, including Google, Meta Platforms, and Amazon, with critics arguing that these regulations hinder technological innovation and have unfair funding intentions [3][7]. - Greer pointed out that despite the EU's claims of income thresholds in their new regulatory framework, it appears that only U.S. companies are affected [3][7]. - The EU defended its actions, asserting its commitment to "defend its tech sovereignty" [3][7].

Trade Relations - US Treasury Secretary stated that China has so far fulfilled its commitments in trade negotiations [1] - The Trump administration aims to promote the rebalancing of US-China trade [1]

Group 1 - The US-UK "Technology Prosperity Agreement" has been paused less than three months after its signing, indicating a reassessment by the US government regarding the benefits and feasibility of the agreement [1] - The agreement was initially signed during President Trump's visit to the UK in September and aimed to enhance cooperation in advanced technology sectors such as AI, quantum computing, and civil nuclear energy, with US tech companies pledging over $40 billion in investments in the UK [1] - The pause is attributed to US officials' concerns over insufficient progress by the UK in reducing trade barriers, suggesting that the agreement may be used as leverage in broader trade negotiations [1][4] Group 2 - The technology cooperation agreement is based on the US-UK "Economic Prosperity Agreement" signed in May, and it is not legally binding, allowing either party to terminate it with written notice [2] - The language in the memorandum indicates that the US government left itself room for maneuver during negotiations, reflecting a sense of urgency to reach an agreement at that time [3] - Critics have raised concerns about the potential for the US to dominate the partnership due to its funding and technological advantages, while the UK faces risks of technological dependency and sovereignty issues [3] Group 3 - The US has been pressuring the UK to further open its markets, particularly in the agricultural sector, as part of the broader trade discussions [4] - Recent agreements include maintaining zero tariffs on all pharmaceuticals exported from the UK to the US for three years, in exchange for higher payments by the UK's National Health Service [4] - The UK has agreed to a significant increase in tariff-free quotas for US beef and ethanol, but insists that all imports must meet its food safety standards [4]

Core Points - Swiss officials are set to negotiate with the United States regarding pharmaceuticals, robotics, and other goods to avoid the imposition of additional tariffs [1] Group 1 - The discussions aim to prevent the increase of tariffs on Swiss exports to the U.S. [1] - The focus areas for negotiation include key sectors such as pharmaceuticals and robotics, which are significant for the Swiss economy [1]

Core Viewpoint - The Indian Rupee is facing significant depreciation against the US Dollar, breaking the psychological barrier of 90, amid uncertainties surrounding US-India trade negotiations, leading to increased capital outflow pressures [1][3]. Group 1: Currency Performance - On December 3, the Indian Rupee depreciated by 0.3%, reaching a historical low of 90.1575 against the US Dollar, driven by market concerns over stalled trade talks [1]. - The Rupee's decline is closely linked to the fluctuating sentiment surrounding US-India trade negotiations, which have been inconsistent throughout the year [4]. - The Indian central bank's interventions have been largely ineffective in stabilizing the Rupee, as market participants continue to expect further depreciation [6]. Group 2: Trade Negotiations - The ongoing trade negotiations between India and the US have faced multiple setbacks, with the US imposing higher-than-expected tariffs on Indian goods and threatening punitive measures due to India's energy purchases from Russia [4][5]. - Despite India engaging in trade talks with multiple economies, the uncertainty surrounding the US agreement remains a focal point for the market, exerting pressure on exports and the currency [5]. Group 3: Market Sentiment and Central Bank Response - Market participants are exhibiting a strong bearish sentiment towards the Rupee, with importers accelerating their demand for US Dollars, complicating the central bank's efforts to stabilize the currency [6]. - Analysts suggest that if the Rupee closes above 90, speculative pressures may increase, potentially pushing the currency towards 91 [6]. - The persistent weakness of the Rupee is likely to influence the Reserve Bank of India's monetary policy decisions, with expectations that the central bank may opt to maintain interest rates in light of currency volatility [7].