Core Viewpoint - The Mexican government is actively working to prevent the imposition of a 30% tariff on goods exported to the United States, which is set to take effect on August 1 [1] Group 1 - Mexican President López Obrador announced efforts to negotiate with the U.S. to avoid the tariff [1] - The U.S. President Trump declared a 30% tariff on imports from Mexico and the European Union starting August 1 [1] - López Obrador mentioned the possibility of seeking communication with Trump if an agreement is not reached [1]

Group 1 - The European Union is continuing close consultations with the United States regarding tariff issues [1]

Group 1 - The European Union is continuing in-depth discussions with the United States regarding tariff issues [1]

Core Viewpoint - The Malaysian Trade Minister announced that discussions with the United States regarding tariff issues are progressing smoothly and are expected to be completed on time [1] Group 1 - The discussions focus on tariff issues between Malaysia and the United States [1] - The Malaysian Trade Minister expressed optimism about the timely completion of these discussions [1]

特朗普在关税问题上创造了最大限度的谈判筹码。 美国财长贝森特：特朗普始终是有计划的，但并不总是显而易见。 ...

美国财长贝森特：特朗普在关税问题上创造了最大的谈判杠杆。 ...

日本内阁官房长官林芳正：将继续与美国就钢铁和铝材关税问题进行磋商。 ...

据央视新闻消息，美日达成贸易协议后，日本首相石破茂在首相官邸表示，将听取经济再生担当大臣赤 泽亮正的详细汇报，并视情况与美国总统特朗普进行沟通。石破茂强调，协议内容需充分审查，方能决 定其去留。此前，赤泽亮正通过顽强谈判使日本在关税问题上达成一致。尽管石破茂内阁因参议院选举 失利导致支持率下降，但他称将继续担任首相，以确保政治稳定。 ...

Core Viewpoint - President Trump stated that the U.S. has not yet reached a point regarding the Philippines and tariff issues [1] Group 1 - The current status of U.S.-Philippines relations concerning tariffs remains unresolved [1]

Group 1 - HSBC's report indicates that risk assets are expected to rise in the second quarter, driven by earnings season, while tariff issues may also become a favorable factor [1] - The market sentiment and positioning indicators from HSBC have issued sell signals, suggesting that optimistic sentiment has an "expiration date" [1][3] - HSBC is examining potential adverse scenarios to enhance bearish sentiment further [1] Group 2 - HSBC identifies two misconceptions regarding tariffs: investors view tariff deadlines as fixed, and the market may welcome potential delays [2] - The sensitivity of the market to tariff news has decreased, similar to the behavior observed during the COVID-19 pandemic, suggesting that recent tariff rate reductions could boost confidence in risk assets [2] - Warning signals have emerged, with short-term sentiment and positioning indicators issuing significant sell signals, marking the most notable signal since mid-2023 [3]