Group 1 - The article discusses the impending deadline for trade agreements, with a total trade value of €380 billion hanging in the balance due to potential tariffs imposed by the U.S. [1][5] - The U.S. is using a strategy of divide and conquer, pressuring countries to sign agreements quickly to avoid high tariffs, which could range from 25% to 50% [5][7] - Countries like Germany, France, and Japan are feeling the pressure, with Japan reconsidering its stance on tariffs and discussing "non-core concessions" [7][39] Group 2 - The article highlights the "poison pill" clauses in trade agreements, such as the U.K.-U.S. temporary trade arrangement, which includes restrictions on re-exporting Chinese goods [9][11] - The U.S. is encouraging other nations to adopt similar restrictive measures, particularly regarding "origin rules" that would limit Chinese manufacturing [13][18] - India's negotiations show signs of concessions on key issues, raising concerns about its alignment with U.S. strategies [15][41] Group 3 - China has firmly stated its opposition to sacrificing its interests for U.S. tariff reductions, indicating a strong stance against external pressures [20][22] - The article emphasizes China's significant trade relationships, with over $800 billion in trade with the EU and a 24% trade dependency with Japan, giving it leverage in negotiations [25][27] - Recent talks between the U.S. and China have shown some progress, suggesting that both sides are cautious about escalating tensions further [27][29] Group 4 - The article discusses the internal divisions within the EU, with countries like France advocating for strong resistance against U.S. pressures, while Germany seeks stability and is more willing to compromise [33][35] - Japan's potential cooperation with the U.S. in critical resource areas could significantly impact China's interests, especially in rare earths and key minerals [39][18] - The article warns that if global supply chains are disrupted, emerging economies could see GDP growth decline by 0.7% to 1.3%, leading to significant economic losses [45]

土耳其总统：安卡拉将承办2026年北约峰会 金十数据7月1日讯，土耳其总统埃尔多安30日宣布，土耳其首都安卡拉将承办2026年北约峰会。埃尔多 安在当天内阁会议结束后举行的记者会上说，2026年北约峰会将于2026年7月在安卡拉举行，土耳其将 接待北约成员国领导人。埃尔多安还在记者会上介绍了他出席今年北约峰会的情况。他表示，土耳其呼 吁在北约联盟框架内取消对国防工业产品贸易的限制。 ...

Core Viewpoint - India has imposed restrictions on certain imports from Bangladesh, which may impact trade dynamics between the two countries [1] Group 1 - The restrictions are aimed at specific products, potentially affecting the supply chain and pricing in the Indian market [1] - This move is part of India's broader strategy to protect domestic industries and manage trade deficits [1] - The decision may lead to increased tensions in trade relations between India and Bangladesh, influencing regional economic cooperation [1]

Core Viewpoint - Turkish President Erdogan has called for the unconditional lifting of defense trade restrictions between NATO countries [1] Group 1 - Erdogan's statement emphasizes the need for NATO allies to enhance cooperation in defense trade [1] - The call for lifting restrictions reflects Turkey's desire to strengthen its defense capabilities and partnerships within NATO [1] - This move may influence the dynamics of defense procurement and collaboration among NATO member states [1]

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容编译自路透社 。 韩国最高贸易谈判代表周日表示，本周他在华盛顿与美国官员举行第三轮关税谈判技术性讨论时，将 对美国可能对中国芯片制造商实施的限制表示担忧。 在被问及对美国可能采取政策使外国芯片制造商难以在中国经营的担忧发表评论时，韩国产业通商资 源部长官吕汉求在前往华盛顿前对记者表示："我将向业内人士传达这些担忧，并采取最大程度的谨 慎。" Yeo还表示，首尔可能不会遵守 7 月的最后期限，这意味着在美国政治和经济不确定的情况下，谈判 可能会持续到 7 月 8 日之后。 韩国目前对从中国进口的商品征收 10% 的全面关税，并对特定国家征收 25% 的关税，暂停期为 90 天。韩国在 4 月底与美国举行的首轮贸易谈判中同意在 7 月 8 日之前达成一项降低关税的贸易协 议。 Yeo本月被韩国总统李在明任命为这一职务。李在明于 6 月 3 日提前赢得大选，并在竞选期间表示， 没有必要仓促与美国达成贸易协定。 Yeo周日补充说，他将与白宫和美国国会的官员联系，讨论各种贸易问题，包括华盛顿要求韩国放宽 对美国牛肉进口的限制。 美国可能针对三星、海力士和台积电在 ...

俄罗斯总统普京：俄罗斯反对贸易战和限制。 ...

欧盟提议自2028年1月1日起禁止欧盟液化天然气终端向俄罗斯客户提供现有合同下的长期服务。 ...

Core Viewpoint - The Brazilian Minister of Agriculture indicates that after an outbreak of avian influenza in commercial farms, the country has passed half of the 28-day observation period and hopes to significantly reduce trade restrictions once the observation period concludes [1] Group 1 - The outbreak of avian influenza occurred in commercial farms in Brazil [1] - The observation period set for monitoring the situation is 28 days [1] - The Brazilian government is optimistic about reducing trade restrictions after the observation period ends [1]

Core Viewpoint - India has formally challenged the U.S. automotive tariffs at the World Trade Organization (WTO), indicating a tougher trade stance amid ongoing bilateral trade negotiations with the U.S. [1][3] Group 1: Trade Challenge - India has submitted a complaint to the WTO, claiming that the 25% tariffs on imported passenger cars, light trucks, and certain auto parts constitute "safeguard measures" that adversely affect its exporters [1][6] - The timing of India's challenge coincides with a visit from the U.S. trade team to New Delhi, aimed at advancing bilateral trade discussions [3][6] Group 2: U.S. Tariff Policy - The U.S. has labeled India's tariffs as "very unfair and high," and recently increased tariffs on steel and aluminum products from 25% to 50%, effective June 4, 2025 [3][6] - Following the announcement of the increased tariffs, Indian stock markets saw a slight uptick, with the NIFTY and SENSEX indices rising approximately 0.3% [3] Group 3: India's Trade Negotiation Strategy - India has proposed a "zero-for-zero" tariff arrangement for specific goods, including steel, auto parts, and pharmaceuticals, based on reciprocity and limited to a certain quantity of imports [3][6] - The complaint reserves all rights under the WTO agreements, allowing India to suspend equivalent trade concessions to the U.S. if no agreement is reached within 30 days of consultations [7]

英国央行行长贝利：否认贸易限制建议者的观点是错误的。 ...