Core Viewpoint - The recent announcement by Trump to impose tariffs on Canadian goods has prompted Canada to seek support from China, indicating a shift in international trade dynamics and alliances [1][3][5]. Group 1: Tariff Announcement and Implications - On July 10, Trump announced tariffs of up to 35% on Canadian imports, citing Canada's high tariffs on U.S. dairy products as a significant threat to U.S. economic and national security [3][5]. - This move is seen as part of a broader strategy to restart a global trade war, with 23 countries receiving similar tariff notifications, including major economies like Japan and Brazil [5][6]. - The decision to target Canada, despite its status as a close ally and major trading partner, reflects Trump's "America First" policy and the need to demonstrate quick results to his voter base [6][8]. Group 2: Canada's Response and Shift Towards China - Following the tariff announcement, Canadian Foreign Minister Anand met with Chinese Foreign Minister Wang Yi, expressing a desire to "recalibrate" Canada-China relations and restore cooperation across various sectors [8][9]. - Canada's pivot towards China is driven by the unpredictability of U.S. trade policies, which have repeatedly put Canada at a disadvantage, and the need to diversify its economic partnerships [9][11]. - The meeting signaled a willingness from both Canada and China to engage in constructive dialogue and explore mutually beneficial cooperation, highlighting the potential for a stronger economic relationship [9][11]. Group 3: Broader Trade Dynamics - The current trade tensions and the U.S.'s aggressive tariff policies are eroding its credibility in the international trade system, pushing countries like Canada to seek alternative partnerships [11]. - China's commitment to multilateralism and free trade positions it as a stable and reliable partner for countries looking to reduce dependence on the U.S. market [8][11].

2025年7月，一场由特朗普总统发起的"关税风暴"席卷全球，标志着美国全球霸权的深刻裂痕。这场看似荒唐的贸易战，实则暴露了美国国际信誉的崩塌以 及其霸权地位的衰落。其核心，是一封措辞强硬、数据错误百出，甚至使用了"复制粘贴"模板的威胁信件，被巴西总统卢拉原封退回。这封信，成为了美国 霸权时代走向终结的象征性标志。 这场风暴的导火索是特朗普政府对巴西商品征收50%的关税，理由是所谓的"贸易逆差"和"政治迫害"。然而，巴西外交部很快查明，信中所述的贸易逆差根 本不存在，美国对巴西长期保持贸易顺差，2024年高达68亿美元，2025年第一季度更是达到6.53亿美元，15年累计顺差更是高达4100亿美元。如此低劣的错 误，甚至连最基本的证据都无法自圆其说，暴露了美国政府在国际事务中的草率与傲慢。 卢拉总统的回应干脆利落，他毫不犹豫地退回了这封充满谎言的信件，并召见美国代办要求解释。他在社交媒体上简洁有力的回应："巴西不会接受任何人 的控制"，宣示了巴西以及其他国家拒绝美国霸凌的决心。这一事件，也迅速点燃了全球对美国单边主义行径的抵制。 但这封信的荒唐背后，隐藏着更阴暗的政治算计。特朗普政府利用关税作为武器，并非仅仅为 ...

2025年盛夏的十字路口：全球金融在深夜的抉择 高盛的紧急预测与降息逻辑 世界经济的巨轮驶入2025年盛夏的十字路口，每个深夜传来的消息都可能成为改变航向的海风。货币政策、地缘博弈与国家战略在历史的节点上交汇，世界 永远在深夜的消息与黎明的市场反应间，重塑它的面貌。这一关键时刻，由7月7日深夜爆发的四重奏拉开序幕，最终在7月9日高盛的紧急报告中达到高潮。 金融风暴前的预兆：7月7日深夜的四重奏 7月7日，全球金融市场被四大重磅消息接连震动，如同深夜惊雷，预示着风暴的来临。首先，美国总统特朗普在社交媒体上发布关税威胁，任何与金砖国 家"反美政策"保持一致的国家将面临额外10%的关税。这道深夜推文如同闪电划破国际经贸夜空，全球贸易市场瞬间紧张起来。同时，美国政府宣布将于当 日中午公布与贸易伙伴的关税信函或协议，为8月1日起最高达70%的惩罚性关税铺路。 几乎与此同时，乌克兰战场上演了开战以来最大规模的无人机袭击。数百架无人机如同复仇蜂群，袭击了俄罗斯境内16个地区，从南部罗斯托夫到西部卡卢 加，从西北部圣彼得堡到首都莫斯科，甚至远至540公里外的克拉斯诺扎沃茨克化工厂——这座为俄国防部生产多管火箭炮和弹药的关键设 ...

The president announced tariffs on a larger group of trading partners, reigniting a trade war that looked to be on pause for several months.*Stock prices used were the afternoon prices of July 8, 2025. The video was published on July 10, 2025. ...

Group 1 - The U.S. is intensifying its tariff pressure strategy to enhance its influence and compel trade partners to make concessions on various political issues [3] - The U.S. has threatened to impose a 50% tariff on imports from Brazil, using punitive tariffs for non-trade-related matters, which has been criticized as interference in Brazil's internal affairs [3] - The recent tariff notifications from the U.S. have been described as a "political performance," with unclear demands that may further limit cooperation with exporting nations, particularly in Asia [5] Group 2 - Starting August 1, the U.S. will impose a 35% tariff on imports from Canada, leading to increased anti-American sentiment among Canadian consumers who are pledging to boycott U.S. products [7] - The trade war is damaging not only trade relations but also the foundational trust and cooperation between the U.S. and Canada [7] - The U.S. is facing supply-demand imbalances across multiple industries, and the imposition of tariffs is seen as a blunt tool that will inevitably lead to increased costs for American consumers [9]

" 这些国家都要付钱 " 【环球时报驻美国特约记者 冯亚仁 环球时报特约记者 裴茗 杨晨】当地时间10日，加拿大成为又一个受到关税威胁的美国盟友——美总统特朗普在社交媒体 上发布致加拿大总理卡尼的信函，宣布美国将自8月1日起对从加拿大输入美国的商品加征35%关税，且该关税将区别于所有已宣布的行业关税单独执行。同 一天深夜，卡尼回应说，加方将坚定维护本国从业者和产业的利益。美国有线电视新闻网（CNN）称，华盛顿的举动是与渥太华"贸易战"的"急剧升级"，也 是美政府"拉锯政策"的最新例证，美国的关税"一星期一变，甚至在某些案例中一小时一变"，让投资者、贸易伙伴乃至普通美国民众来不及应对。《卫报》 等英媒形容，在美政府时隔3个月重启"全球贸易战"的这一周，充斥着威胁与困惑。 "加拿大没有与美国合作，而是以关税进行报复。"特朗普在致卡尼的信中称，若加方决定提高对美关税水平，无论增加税额是多少，美国将在35％关税基础 上对等增加。他指责加拿大向美国奶农征收"极高关税"，并称美国对加拿大的贸易赤字对美国经济和国家安全构成"主要威胁"。 美国《纽约时报》11日称，尚不清楚特朗普所说的税率是否适用于所有加拿大商品，或者这项关 ...

Core Viewpoint - Delta Air Lines is addressing aircraft shortages by dismantling engines from new Airbus jets in Europe and shipping them to the U.S. tax-free to reactivate grounded planes [1][3]. Group 1: Aircraft Shortage Solutions - Delta Air Lines has been removing engines from its new Airbus A321neo aircraft in Europe and shipping them to the U.S. to resolve aircraft shortages [1]. - The airline has grounded some older A320neo series planes due to issues with their original engines [1]. Group 2: Trade and Tariff Implications - The inability to import new aircraft is partly due to a 10% tariff on European-made planes, a consequence of trade tensions initiated by former President Trump [1]. - Delta's CEO Ed Bastian confirmed that the airline is transporting a "small number" of new engines and intends to continue this practice to avoid tariffs [3]. - Earlier this year, Delta Air Lines transported new Airbus long-haul aircraft via Japan to circumvent import costs [3].

Core Viewpoint - The trade war initiated by U.S. President Donald Trump has led Canadians to avoid American products, with a significant portion of the population expressing a desire to reduce U.S. stock holdings in retirement accounts and pension funds [1] Summary by Relevant Categories Public Opinion - A recent poll conducted by Nanos Research for Bloomberg indicates that nearly half of Canadians (47%) believe pension fund managers should decrease their holdings in U.S. assets [1] - Only 9% of respondents think that funds should increase their allocation to the U.S. [1] Timing of the Survey - The survey was conducted in early July, prior to Trump's latest escalation of tariff threats against Canada [1]

Core Viewpoint - The announcement of new tariffs by President Trump has intensified concerns over the trade war, leading to a resurgence in gold prices, which briefly surpassed the $3340 mark, with expectations of further upward movement towards $3350 [1][3]. Group 1: Market Reactions - Trump's recent tariff measures include a 50% tariff on copper imports from all countries except Canada and similar tariffs on Brazilian goods, alongside hints of a potential 15%-20% general tariff, prompting a surge in safe-haven investments in gold [3]. - Despite the rise in gold prices, two factors are limiting its growth: a 0.3% short-term increase in the US dollar index, which is expected to rise by 0.8% weekly, and unexpectedly strong US employment data, which has reduced market expectations for aggressive rate cuts by the Federal Reserve [3]. Group 2: Technical Analysis - On the daily chart, the Bollinger Bands are narrowing, with gold prices hovering near the middle band, indicating strong bullish momentum. The $3350 level is a key resistance, while $3280 serves as critical support [4]. - The 4-hour chart shows a flat Bollinger Band, with gold prices currently below the upper band. The MACD indicator is in a bullish crossover, and the RSI indicates a strong demand for a rebound, with attention on the support at $3280 and resistance at $3350 [4]. - The 1-hour chart indicates an expanding Bollinger Band, reflecting significant short-term volatility. The MACD is in a bullish crossover, and the RSI shows strong momentum, with support at $3280 and resistance at $3350 [5].

Core Viewpoint - Gold prices have been on the rise for three consecutive days, with expectations for a weekly gain, driven by renewed trade war concerns following President Trump's announcement of new tariffs [1][2][3]. Group 1: Market Dynamics - Gold prices are experiencing upward momentum, with traders closely monitoring trade developments amid a quiet U.S. economic calendar [2]. - Safe-haven investments have resurfaced in the Asian trading session due to President Trump's tariff statements, leading to a cautious market sentiment [3]. - Trump's threats to impose a 35% tariff on goods imported from Canada, effective August 1, have dampened optimism regarding trade negotiations between Washington and Europe [4]. Group 2: Investor Sentiment - The instability of Trump's trade policies has weakened investor confidence, reigniting demand for both the U.S. dollar and gold as safe-haven assets [5]. - Despite the dollar's rebound, gold buyers remain undeterred, with anxiety surrounding the upcoming U.S. Consumer Price Index (CPI) data, which may provide insights into the Federal Reserve's interest rate decisions [5]. Group 3: Technical Analysis - Gold prices are rebounding from the 38.2% Fibonacci retracement level of $3,297, reclaiming the 50-day simple moving average (SMA) at $3,325 [9]. - The 14-day Relative Strength Index (RSI) has surpassed the midline, currently near 50.50, indicating a positive shift in market sentiment towards precious metals [10]. - A daily close above the 50-day SMA at $3,323 is necessary for buyers to challenge the 21-day SMA at $3,344, with potential resistance at the 23.6% Fibonacci retracement level of $3,377 [11].