特朗普：从8月1日起，从墨西哥进口的商品将面临30%的美国关税。如果巴西凭借任何理由决定提高关税，那么，无论选择提高多少，都会在30%的基础上等额叠加。特朗普在另一封信中表示，从8月1日起，从欧盟进口的商品将面临30%的美国关税。 ...

Group 1 - The core issue in the ongoing US-EU trade negotiations revolves around tariffs on automobiles and agricultural products, with both sides aiming to reach a temporary trade agreement in the coming days [1][3] - The EU is seeking to limit agricultural export tariffs to no more than 10%, while focusing on automobile tariffs in the negotiations [3] - The US currently imposes a 50% tariff on EU steel and aluminum products, a 25% tariff on automobiles, and a 10% baseline tariff on nearly all other goods [4] Group 2 - The EU had previously planned to impose retaliatory tariffs on $210 billion worth of US imports, with rates up to 50%, but has postponed these measures to allow for ongoing negotiations [4] - A second set of countermeasures was initially proposed at €95 billion but has been reduced to €72 billion due to lobbying from various EU member states [4] - Any potential agreement is contingent upon the decision of US President Trump, raising concerns about the stability of the negotiations [2][3]

美国总统特朗普威胁对进口铜征收50%的关税，这让美国汽车行业警惕起来，行业高管和专家表示，此 举可能会使汽车制造商和供应商更难吸收边境税和不断上涨的成本。关税本身或许是可以管理的，但铜 价已经创下纪录新高。铜对于汽车制造至关重要，尤其是电动汽车的线束和发动机。美国市场严重依赖 进口铜、铝和钢铁，开发新产能可能需要数年时间，因此客户争相从有限数量的供应商处购买这些金 属，导致价格上涨。 ...

Market Overview - The U.S. stock market experienced declines across major indices, with the S&P 500 down 0.33% and the Dow Jones down 0.63% for the week, while the Nasdaq fell 0.22% [4] - Concerns over inflation due to tariffs led to a sell-off in U.S. Treasuries, with the 10-year yield rising nearly 6 basis points [2][6] - The dollar index rebounded, gaining 1% for the week, while Bitcoin surged nearly 5% [2] - Gold and silver prices increased, with gold rising over 1.3% and silver reaching a near 14-year high [2] Key News - U.S. Treasury reported a budget surplus in June, marking the first time tariff revenues exceeded $100 billion in the fiscal year [11] - Trump's new tariffs, termed "Tariff 2.0," have raised concerns about their impact on U.S. technology giants and the broader economy [9] - The EU reportedly abandoned its digital tax plans, indicating a strategic shift to secure favorable trade terms with the U.S. [9] - High-profile meetings between U.S. and Chinese officials suggest ongoing diplomatic efforts to manage trade tensions [9] Company Developments - Goldman Sachs has begun employing AI for coding tasks, significantly reducing human intervention in software development [13] - Apple plans to launch a series of new products in 2026 to boost revenue growth, including new iPhones and iPads [20] - Oracle and Google have both agreed to provide significant discounts on cloud services to the U.S. government, reflecting a desire to improve relations with the current administration [21] Economic Indicators - The Chicago Fed President indicated that new tariffs could delay interest rate cuts, complicating the Federal Reserve's monetary policy outlook [12] - Analysts predict that the U.S. economy may face rising inflation as tariffs impact import costs, with core CPI expected to rebound to 3.3% in Q4 [14]

智通财经APP获悉，芝加哥联储主席古尔斯比周五表示，美国总统特朗普最新公布的一轮关税计划使通 胀前景变得更加复杂，也令他更难支持特朗普所要求的降息措施。 过去几个月，在特朗普于4月暂缓执行双边高关税之后，市场对关税推升物价的担忧明显缓解，这也为 美联储未来再次降息铺平了道路。然而，随着特朗普政府宣布将于8月1日对部分加拿大进口商品征收 35%的关税、对巴西商品征收高达50%的关税，新的通胀担忧再度升温。古尔斯比指出，这些举措可能 迫使美联储维持"观望"立场，直到政策前景更加明朗。 "我希望我们重新去和企业交谈时，他们不会说'这又让我们回到了4月3日的情景'，"古尔斯比说，"但我 不确定，因为这一切刚刚发生。" 不过，特朗普对鲍威尔及美联储的公开批评、以及他对低利率政策的坚持，令美联储的前进方向更加复 杂。特朗普将在明年提名下一任美联储主席，目前市场猜测他将挑选一位倾向于宽松政策的候选人。 白宫经济顾问委员会主任凯文·哈塞特、财政部长斯科特·贝森特、现任美联储理事沃勒，以及前联储理 事凯文·沃什都被视为潜在热门人选。 本周四，白宫更进一步施压鲍威尔，要求其就美联储位于华盛顿总部翻修费用超支问题做出解释。 面对外 ...

我认为债券市场把鲍威尔视作"小丑" 白宫贸易顾问纳瓦罗：鲍威尔的利率至少比合适水平高50个基点。 35%的关税不适用于美加墨协定商品。 关税法案第232条的最终目的是巩固国防基础。 ...

Core Viewpoint - The article discusses the impact of Trump's renewed tariff threats on global markets, highlighting increased investor anxiety and potential economic repercussions in the U.S. and Europe [2][7][8]. Market Reactions - European stock markets experienced significant declines, with the Stoxx 600 and Stoxx 50 indices dropping over 1%, while U.S. stock indices also showed weakness, with the Dow Jones down 0.63% and the S&P 500 down 0.38% [2][5]. - Gold prices rebounded as a safe-haven asset, reaching $3,365.7 per ounce, a 1.2% increase, while silver surged 3.14% to $38.47 per ounce, the highest since September 2011 [10]. Economic Indicators - The UK economy unexpectedly contracted by 0.1% in May, marking the second consecutive month of decline, which negatively affected the GBP/USD exchange rate [3][10]. - Analysts warn of rising inflation in the U.S. due to increased import costs from tariffs, predicting a rebound in core CPI to 3.3% in Q4 [4][16]. Investor Sentiment - There is a growing concern among investors regarding the uncertainty of U.S. tariff policies, leading to a phenomenon described as "tariff fatigue" [9][17]. - Recent data indicates a significant drop in the trading volume of declining stocks, suggesting an overly optimistic market sentiment that may lead to a mild correction [13][15]. Future Outlook - Analysts predict that the upcoming weeks will be critical in assessing the impact of tariffs on economic data, with potential implications for U.S. monetary policy and corporate earnings [16][17].

巴西总统卢拉：将努力阻止对巴西的关税生效。但如果美国关税生效，我们将予以报复。 跟踪全球贸易动向 +订阅 ...

特朗普在关税截止日期前对各国表示：继续努力。 ...

美国总统特朗普：敦促各国在关税截止日期前继续努力工作。 ...