Group 1 - The core viewpoint is that Visa executives believe tariffs do not have a substantial impact on cross-border payments [1] Group 2 - Visa's perspective suggests confidence in the resilience of cross-border payment systems despite potential trade barriers [1] - The statement indicates a broader industry sentiment that may influence investor confidence in payment processing companies [1]

巴西要求美国将粮食产品排除在特朗普威胁的50%关税之外。 ...

美国总统特朗普：俄罗斯目前对关税没有回应。 ...

Core Points - The S&P 500 index fell by 0.1%, the Dow Jones decreased by 0.3%, and the Nasdaq dropped by 0.08% [1] - U.S. Trade Representative Tai stated that Section 232 tariffs will be applied globally [1] - President Trump mentioned a recent conversation with Treasury Secretary Mnuchin, indicating that discussions on lifting tariffs on Scotch whisky have not yet occurred [1] - Trump suggested that the U.S. may impose tariffs of 20%-25% on India [1]

美元走软，放大了美国遭受的关税冲击。 国际货币基金组织（IMF）首席经济学家Gourinchas：关税加重全球增速疲软的风险。 （文章来源：华尔街见闻） ...

Group 1 - The consumer confidence index in the U.S. rose from a revised 95.2 in June to 97.2 in July, indicating a gradual stabilization since April's decline [1] - The "present situation index" decreased by 1.5 points to 131.5, reflecting increased concerns about the current job market, while the "expectations index" increased by 4.5 points to 74.4, although it remains below the 80 threshold that typically signals a recession [1] - Only 14.3% of consumers rated the current business conditions as "bad," a slight decrease from 15% in June, while those rating it as "good" fell from 20.5% to 20.1% [1] Group 2 - Consumer confidence improvements were primarily driven by individuals aged 35 and older, with all income levels showing positive trends except for households earning less than $15,000 [2] - Concerns about tariffs remain high among consumers, with inflation expectations slightly decreasing to 5.8% in July from 5.9% in June, despite increased mentions of "high prices" and "inflation" [2] - Confidence in the stock market has improved, with 47.9% of respondents expecting stock prices to rise in the next 12 months, up from 37.6% three months prior [2] Group 3 - Consumers expect interest rates on mortgages, auto loans, and credit cards to rise, with the expectation for credit card rates being the most pronounced [3] - The assessment of household financial conditions remains stable but shows signs of fatigue, with a decrease in the proportion of consumers expecting a recession in the next 12 months, although it remains above 2024 levels [3] - There has been a decline in the willingness to purchase cars and homes, while service consumption intentions have decreased for the second consecutive month, particularly in dining out and travel-related expenses [3]

IMF首席经济学家古兰沙：关税加剧全球增长疲软。 ...

中概股方面，搜狐、网易有道、微博涨超1%，金山云跌超7%，小马智行跌超6%，小鹏汽车、爱奇艺跌 超2%，蔚来、贝壳、高途、百度跌超1%。 凤凰网财经讯 7月29日，美股三大指数涨跌互现，纳指与标普再创历史新高。截至发稿，道指跌 0.06%，纳指涨0.18%，标普500指数涨0.12%。 个股方面，诺和诺德跌超21%，公司下调2025年展望；联合健康跌超5%，公司2025财年业绩指引低于 市场预期。 销售额同比增超两倍，Meta这款AI眼镜火了 新一代产品或9月亮相 诺和诺德股价暴跌 此前任命新首席执行官并下调全年业绩预期 全球要闻 全球的减肥药巨头，诺和诺德，刚刚股价崩盘了。丹麦制药巨头诺和诺德周二下调了全年销售额和利润 指引，理由是其明星减肥药Wegovy在美国这一关键市场的增长预期疲软。公司还宣布，内部候选人 Maziar Mike Doustdar将接替今年5月被意外撤换的Lars Fruergaard Jrgensen，出任新任首席执行官。 什么信号？美联储会议召开在即 华尔街对关税影响已不再那么担忧 随着上周末美国与欧盟达成贸易协议，现在看来，特朗普总统征收的实际关税税率，最终将在15%-20% 的 ...

作为8月1日截止日期前的临时措施，印度正准备应对美国可能征收的20%-25%关税，同时计划在美国代 表团8月中旬访问时重启更广泛的贸易谈判。 周二，据媒体援引两名印度政府消息人士透露，印度决定在华盛顿8月1日截止日期前暂缓新的贸易让 步，转而寻求通过全面双边协议解决贸易分歧。一名印度官员表示，目标是在9月或10月前敲定全面双 边协议。 考虑到已经进行的五轮贸易谈判，我们认为这将是临时措施。协议很快就会达成。 印度贸易部长Piyush Goyal上周表示，印度在美国贸易谈判中取得了"极好的"进展。印度官员表示，新 德里已提出对广泛商品削减关税，并正在努力缓解非关税壁垒。 农业和乳制品成为谈判障碍 尽管谈判取得进展，农业和乳制品仍是"禁区"。印度不愿意允许转基因大豆或玉米进口，也不愿开放其 乳制品行业。 据见闻文章援引环球时报此前报道，印度此前一直抵制为美国农产品提供更大市场准入，以保护构成重 要选民群体的本国农民。 特朗普周一表示，大多数未谈判独立贸易协议的合作伙伴很快将面临15%-20%的出口关税，远高于他4 月征收的10%广泛关税。美国贸易代表Jamieson Greer表示，与印度的谈判需要更多磋商，因为 ...

市场消息：印度准备应对美国20%至25%的关税。 ...