德国总理默茨15日表示，在关税问题上，美国政府不应低估欧盟采取类似措施加以反制的意愿。默茨当 天在德国南部巴伐利亚州与州长索德尔举行的一场联合新闻发布会上表示，欧盟已做好对美反制准备， 但仍希望通过谈判解决问题。默茨说，他正与美国总统特朗普和欧盟委员会主席冯德莱恩保持密切联 系，目标始终是尽快达成一项解决方案，以促进对美贸易，并恢复较低的关税水平。 ...

巴西副总统：计划在7月31日前解决关税问题。 ...

巴西副总统Alckmin：我们希望尽快解决关税问题。 ...

巴西副总统Alckmin：企业一致认为政府需要就关税问题进行谈判。 ...

跟踪全球贸易动向 +订阅 据日经新闻：日本首相石破茂希望与美国财政部长于周五就关税问题展开会谈。 ...

Group 1 - The A-share market experienced significant movements, with the ChiNext index reaching a peak due to stocks like New Yi Sheng and Zhong Ji rising sharply [2] - A total of 1,450 companies have disclosed their mid-year earnings forecasts, with 43% expecting positive results, indicating a mixed performance among companies [3] - Notable companies such as Luoyang Molybdenum and Chifeng Jilong Gold reported substantial profits, while others like Dazhihui and Vanke faced significant losses [3] Group 2 - The second quarter GDP growth was recorded at 5.2%, surpassing market expectations, which may reduce the need for large-scale fiscal stimulus in the second half of the year [4] - Economic data released showed a year-on-year increase in retail sales and industrial output, suggesting a positive trend in the economy [5] - The market is experiencing a divergence in investor sentiment, with some taking profits while others remain bullish despite potential risks from upcoming IPOs and tariff impacts [6]

Group 1 - The Shanghai gold futures closed at 780.40 yuan per gram on July 15, with a daily increase of 0.25% and a trading volume of 216,294 lots [1] - The spot price of gold in Shanghai was quoted at 774.80 yuan per gram, indicating a discount of 8.6 yuan per gram compared to the futures price [1] - President Trump threatened to impose high tariffs on more countries, while investors expect these tariffs to be reduced through negotiations [1] Group 2 - Trump urged Russia to reach a ceasefire agreement, or else face a 100% secondary tariff [2] - The U.S. is open to trade negotiations with various countries, including Europe, regarding tariff issues [2] - The London silver spot price reached over $39 per ounce, marking a new high in over a decade [2]

Group 1 - The core viewpoint of the articles revolves around the impact of U.S. tariffs on gold prices and the anticipation of the upcoming U.S. CPI data, which is expected to influence market sentiment and gold trading strategies [1][2]. - Gold experienced a volatile trading session, reaching a high of $3374 before closing at $3343, indicating a cautious market ahead of significant economic data releases [1][2]. - The announcement of tariffs by Trump on the EU has created a supportive environment for gold, although the EU's restrained response has alleviated some market fears [1][2]. Group 2 - Technical analysis suggests that gold is currently in a corrective phase, with key support levels at $3340-3350 and resistance at $3370-3375, indicating potential price movements based on the U.S. dollar's performance [2]. - The upcoming U.S. CPI data is critical, with expectations of a core CPI year-on-year increase of 3%, which could either strengthen or weaken gold prices depending on the actual results [1][4]. - Recommendations for trading gold include short positions at $3368-3370 with a stop loss at $3375, targeting lower levels around $3340-3300, while also considering long positions if prices stabilize above $3375 [3].

马来西亚贸易部长：本周将与美国就关税问题进行另一次会谈，力争在8月1日的截止日期前达成协议。 ...

Core Viewpoint - The expectation of a stronger US CPI is likely to exert downward pressure on gold prices, while potential pullbacks may present buying opportunities [1][5][6]. Market Performance - On July 14, international gold opened high at $3363.64 per ounce, reached a three-week high of $3374.55, but ultimately closed at $3343.27, down $14.49 or 0.43% from the previous close [1]. - The trading range during the day was between $3353 and $3375, with a daily fluctuation of $33.66 [1]. Economic Indicators - The market is anticipating the release of the US June CPI data, which is expected to show an increase, indicating stronger inflation and potentially reducing the likelihood of Fed rate cuts, thereby negatively impacting gold prices [5][6]. - The average tariff rate between China and the US has increased significantly from 3% to 145% from 2018 to 2025, contributing to ongoing market uncertainties [5]. Technical Analysis - The monthly chart indicates that gold prices are in a high-level consolidation phase, with potential risks of a decline to $3000 or $2600 if key support levels are breached [8]. - Current trends remain above the 5-month moving average, suggesting a sustained bullish outlook unless this support is broken [8]. - The weekly chart shows gold prices maintaining above the mid-band, with indicators suggesting a potential for a pullback but still presenting buying opportunities near support levels [10]. Trading Strategy - Suggested trading levels include support at $3339 or $3330 and resistance at $3355 or $3365 for gold, while silver has support at $38.00 or $37.65 and resistance at $38.60 or $39.00 [11].