白宫发言人拒绝就特朗普的帖子内容置评，英国驻华盛顿大使馆发言人亦未回应评论请求。 该协议将成为特朗普对数十个美国贸易伙伴加征高额关税后宣布的首项贸易协定。此前，他临时暂停了 部分关税措施，以便其他国家与美国达成协议。 美英协议的达成对两国而言均意义重大，双方长期寻求更紧密的经济合作。协议细节尚未立即披露，但 两国曾讨论降低英国对美国汽车和农产品的关税，并取消对美国科技公司的征税。目前尚不清楚协议是 否已最终敲定，还是双方仅宣布一个框架协议，未来数月将继续谈判。 纽约时报援引三位知情人士的消息称，美国总统特朗普预计将于周四宣布美国与英国达成一项贸易协 议。 当地时间周三晚间，特朗普在社交媒体上暗示将达成一项新贸易协议，但未具体说明涉及哪个国家。他 写道："明天上午10点（北京时间今晚10点）将在椭圆形办公室举行重大新闻发布会，内容涉及与一个 备受尊敬的大国的代表达成的一项重大贸易协议。这是第一个（达成的协议）！！ " 特朗普对与英国达成贸易协议的兴趣可追溯至其首个任期，当时其顾问团队曾与英方谈判但未最终达成 协议。自英国脱欧以来，英方也将对美贸易协议视为抵消与欧洲关系弱化造成的影响的手段。在拜登政 府时期，英方 ...

Group 1 - The Trump administration is softening its most aggressive tariff policies, including a 90-day suspension of retaliatory tariffs and exemptions for ICT products, while modifying auto parts tariffs to avoid overlap with steel and aluminum tariffs [1][2] - The expected reduction of US tariffs on China from approximately 160% to 60% is anticipated, with potential simultaneous reductions in Chinese tariffs on the US [1][2] Group 2 - Hard data shows resilience in the labor market, with initial unemployment claims indicating strength despite the distortion from early procurement in GDP data [1][2] - Financial conditions have significantly eased, with current levels suggesting a minimal drag on US GDP growth of only 0.2 percentage points in Q3 [1][2] Group 3 - The probability of recession remains at 45%, with risks from potential tax increases in sectors like pharmaceuticals, semiconductors, and film, and the delayed impact of previously announced tariffs [2][3] - Soft data has declined below typical levels seen in event-driven recessions, indicating potential economic challenges ahead [2][3] Group 4 - The Federal Reserve's policy outlook remains highly uncertain, with a delay in the first preventive rate cut from June to July, while concerns about the Fed's independence are rising due to potential political pressures [3][4] - A decrease in the Fed's independence could lead to worsening long-term inflation [4] Group 5 - Despite slight economic resilience, the investment environment is challenging, with risks of inflation spikes, supply chain disruptions, and rising unemployment [5] - The company maintains a strong stance on shorting the dollar and going long on gold, while also favoring UK rates, copper, and US natural gas, but is bearish on oil [5]

据悉特朗普首份协议与英国达成，类似协议或接踵而至 金十数据5月8日讯，据Politico报道，两名知情人士透露，美国总统特朗普计划于当地时间周四上午宣 布与英国达成的一项重大贸易协议的细节。协议的具体内容尚不清楚。但该协议将是美国向前迈出的重 要一步。自上月对其全球贸易伙伴征收高额关税以来，美国一直陷入与数十个国家的谈判泥潭。达成首 份协议表明，可能即将与其他国家达成类似的协议。 ...

5月8日消息，据报道，美国特朗普政府预计将于5月9日宣布与英国的贸易协议。当地时间5月7日晚间， 特朗普在社交媒体上发文预告将达成一项新的贸易协定，但他没有具体说明该协定涉及哪个国家。 ...

智通财经5月8日电，英镑兑美元涨幅扩大至0.3%，此前报道称美国将宣布与英国达成贸易协议。 ...

金十数据5月8日讯，Northlight资产管理公司首席投资官Chris Zaccarelli表示，美联储正陷入困境，对通 胀和经济衰退的担忧正将他们拉向两个方向。正因为如此，美联储将不得不等待失业率飙升后才能恢复 降息，但到那时可能为时已晚。市场将越来越担心经济衰退，除非在关税暂停结束之前达成一些贸易协 议，否则我们将看到市场再次下跌，就像4月初一样。 机构：美联储等到失业率飙升再降息可能太迟 ...

美国财长贝森特拒绝透露本周美国可能与哪些国家达成贸易协议，称此举将损害美国利益。 ...

法国总统马克龙：（谈贸易谈判）如果贸易协议保护我们的生产商，我们就支持贸易协议。 ...

Group 1 - Optimism surrounding trade negotiations has helped the S&P 500 index recover losses since Trump's announcement of reciprocal tariffs on April 2, but the market has little room to absorb potential disappointing outcomes from these negotiations [1] - The average effective tariff rate in the U.S. was raised from approximately 5% to about 25%, marking the highest level in over a century, according to J.P. Morgan Wealth Management [1][3] - The S&P 500 index experienced a significant drop of nearly 19% from its historical high of 6144.15 points on February 19 to a low of 4982.77 points by April 8, before rebounding strongly on the day Trump announced a pause on some tariffs [3][5] Group 2 - High-profile investors, such as Paul Tudor Jones, have expressed concerns that even if tariffs are reduced to around 40% or 50%, the stock market may still reach new lows due to the economic drag from high tariffs [3] - Goldman Sachs economists believe that a preliminary trade agreement between the U.S. and some countries may be reached soon, which could influence market sentiment positively [2] - Concerns about the potential economic damage from tariffs are growing, with expectations that the Federal Reserve may need to cut interest rates to support the market [3][7] Group 3 - Emily Bowersock Hill, managing $850 million in assets, noted that the Kansas Public Employees Retirement System has hedged currency risks and maintains a balanced portfolio between U.S. and international stocks [4] - Historical data from Goldman Sachs indicates that larger market rebounds have not necessarily marked the bottom of bear markets, suggesting caution for investors [6] - Peter Oppenheimer from Goldman Sachs highlighted that while investor expectations for trade agreements have increased, the details may be complex and could lead to prolonged uncertainty [7]

金十数据5月7日讯，美联储首个贸易协议预计将于本周末或最迟于周一公布。特朗普表示，在周四、周 五或下周一的中东之行之前，将会公布一个非常重要、非常积极的声明。财经网站Forexlive分析师认为 可能是关于关税的，所以值得关注。不过此前特朗普表示，声明内容不一定涉及贸易事宜。 分析师认为特朗普中东之行前的声明可能与关税有关 ...