贾伊斯瓦尔还表示，印度的进口旨在确保印度消费者能够负担得起产品，这是当前世界形势下的必然选 择。 据报道，美印双方近期举行多轮贸易谈判，但印度一直拒绝按美国要求的给予美方农业和乳业关税优 惠。根据美国7月31日公布的对69个贸易伙伴关税税率，印度输美商品将被征收25%关税。 （文章来源：新华社） 美国总统特朗普4日在社交媒体发文称，由于印度购买大量俄罗斯石油并借此获利，美国将大幅提高对 印度产品征收的进口关税。对此，贾伊斯瓦尔当天在一份声明中称，俄乌冲突爆发后，美国积极鼓励印 度与俄罗斯开展贸易，以"加强全球能源市场稳定"。声明说，美方针对印度的行动"不公正、不合理"， 印度"将采取一切必要措施维护国家利益和经济安全"。 新华财经新德里8月5日电印度外交部发言人贾伊斯瓦尔4日表示，美国针对印度的做法既不公正也不合 理，印度将采取一切必要措施维护国家利益和经济安全。 ...

贾伊斯瓦尔还表示，印度的进口旨在确保印度消费者能够负担得起产品，这是当前世界形势下的必 然选择。 新华社新德里8月5日电 印度外交部发言人贾伊斯瓦尔4日表示，美国针对印度的做法既不公正也不 合理，印度将采取一切必要措施维护国家利益和经济安全。 美国总统特朗普4日在社交媒体发文称，由于印度购买大量俄罗斯石油并借此获利，美国将大幅提 高对印度产品征收的进口关税。对此，贾伊斯瓦尔当天在一份声明中称，俄乌冲突爆发后，美国积极鼓 励印度与俄罗斯开展贸易，以"加强全球能源市场稳定"。声明说，美方针对印度的行动"不公正、不合 理"，印度"将采取一切必要措施维护国家利益和经济安全"。 据报道，美印双方近期举行多轮贸易谈判，但印度一直拒绝按美国要求的给予美方农业和乳业关税 优惠。根据美国7月31日公布的对69个贸易伙伴关税税率，印度输美商品将被征收25%关税。 ...

Core Insights - Shopify's stock rebounded by over 5% following positive news regarding the European Union delaying retaliatory tariffs against the U.S. for six months, which helped restore investor optimism despite previous negative economic data [1][4][5] Group 1: Economic Context - Investors are closely monitoring economic indicators ahead of Shopify's Q2 earnings report, with the stock showing a gain of 4.8% as of 11:29 a.m. ET [2] - A weak jobs report for June and revised numbers for May had previously spooked investors, leading to a sell-off in stocks [5] - The U.S. economy's growth is crucial for Shopify, as its performance is tied to the growth of U.S. companies and the creation of new businesses [6] Group 2: Earnings Outlook - Profit growth for Shopify has been slowing, and the upcoming Q2 report will provide insights into the company's current trajectory [4][7] - The next few quarters are critical for Shopify investors, as uncertainties surrounding hiring and tariffs may take time to resolve [7]

Group 1 - The uncertainty of the US tariff policy continues to impact Chinese export companies, with a survey conducted by UBS Evidence Lab revealing insights into their strategies and industry trends [1] - 71% of surveyed companies expect a decrease in US tariffs over the next 12 months, with about half anticipating rates to fall within the 11-30% range; however, 27% believe tariffs may increase further, with most expecting rates to rise to the 31-54% range [2] - 94% of companies believe that a trade agreement between China and the US will eventually be reached, but there is caution regarding the timing, with only 20% expecting it by Q3 2025 [5] Group 2 - There is significant pressure on orders from the US market, with 81% of exporting companies reporting current order volumes below the same period last year; if tariffs remain unchanged, 87% expect further declines, with 15% predicting a drop of over 30% [8] - Macro data supports this trend, showing a 24% year-on-year decline in China's exports to the US in Q2, while exports to other regions grew by 11% [11] - UBS forecasts that the decline in China's exports to the US in the second half of the year may exceed the 24% drop seen in Q2 [14] Group 3 - Chinese export companies are actively negotiating with US importers to adjust pricing strategies, with about 50% considering lowering export prices to retain US orders, while 29% are contemplating price increases [15][16] - Currently, companies can only pass on 35-40% of tariff costs to US buyers, significantly lower than during the 2018-19 trade war, influenced by a 2% appreciation of the RMB against the USD [18] Group 4 - Companies are taking proactive measures alongside government support to stabilize exports, with 46% planning to expand into non-US markets, primarily in the Middle East, Europe, and Northeast Asia [19] - 38% of companies intend to shift more orders to overseas factories, with expectations that the share of overseas production orders will rise from 44% in 2024 to 59% in 2025 [21] - 63% of companies plan to relocate some production out of mainland China, with 41% citing US tariffs as a significant motivating factor [23] - 78% of companies have received support from the government, mainly in areas such as market expansion, employment, and credit [26] - The combination of market diversification and production layout adjustments, along with policy support, raises questions about the ability to stabilize export volumes [29]

据报道，瑞士政府正在联邦宫殿内部紧张工作寻找解决方案，这一话题甚至成为伯尔尼市民公园午餐时 间的热议话题。Keller-Sutter表示，如果认为有可能达成协议，她愿意在最后时刻前往华盛顿。 "我不排除这样的访问，但首先，双方应在立场上更加接近，"她对媒体表示。目前尚不清楚美国政府是 否有任何回应。 前瑞士外交官、现经营咨询公司的Thomas Borer表示："令人遗憾的是，瑞士花了这么长时间才做出反 应。"尽管面临批评，Keller-Sutter并不面临失去职位的直接危险，因为瑞士总统职位每年轮换，她的任 期将在年底结束。 关税冲击威胁瑞士经济 瑞士政府72小时紧急磋商，力图阻止特朗普39%关税生效。 据央视新闻，当地时间7月31日，特朗普宣布将瑞士商品关税税率从此前提议的31%上调至39%，这一 税率在工业国家中位列最高。关税将在8月7日生效。 瑞士总统兼财政部长Karin Keller-Sutter周一召集联邦委员会紧急会议，讨论应对策略。瑞士国家经济事 务秘书处的谈判代表已与美方接触，寻求突破口。该机构一个多月前曾与美国敲定一份更为有利的初步 协议。 特朗普政府上调关税的理由是，瑞士从美国"窃取"了资 ...

Group 1 - Citi has adjusted its bearish forecast on gold, predicting that prices will rise to record highs in the short term due to deteriorating U.S. economic conditions and tariffs driving inflation [1] - Analysts, including Max Layton, forecast that gold prices will fluctuate between $3,300 and $3,600 per ounce over the next three months, influenced by higher-than-expected average U.S. import tariffs [1] - This new outlook contrasts sharply with Citi's June prediction, which anticipated gold prices would fall below $3,000 per ounce in the coming quarters [1] Group 2 - Despite a more optimistic outlook for gold prices, Citi analysts noted that their previous short-term price range of $3,150 to $3,500 per ounce performed well, as recent price consolidation confirmed this assessment [2] - The analysts maintain a cautious stance on gold prices for 2026, citing increased certainty regarding trade and potential stimulus measures from the "Great and Beautiful Act," which may signal an end to the pause in U.S. job growth [2]

8月3日，加拿大温哥华，加拿大总理卡尼再就美国加征关税发声，称与美国的谈判将有"建设性成果"。 卡尼还说："加拿大很强大，我们可以给予自己的东西远比任何人能夺走的多得多。我们在建设这个伟 大的国家，以加拿大人的方式建设加拿大。"7月31日，特朗普签署行政令，将对加拿大的关税税率从 25%上调至35%。8月1日卡尼称加方对此感到失望，报道称目前双方贸易谈判仍在进行中。 ...

Group 1 - The U.S. is likely to maintain the recently imposed tariffs on multiple countries, including a 35% tariff on most Canadian goods, 50% on Brazil, 25% on India, and 39% on Switzerland, as stated by U.S. Trade Representative Jamieson Greer [1] - The Swiss government is willing to modify its concessions in response to the high tariffs, with concerns that the 39% tariff could lead to an economic recession in Switzerland [1][2] - The Swiss economy is heavily export-oriented, and the imposition of tariffs could significantly impact its economic output, potentially reducing GDP by over 1% if long-term export disruptions occur [2] Group 2 - The Swiss government is exploring options to address the trade deficit with the U.S., which reached 38.5 billion Swiss francs (approximately 48 billion USD) last year, including increasing investments in the U.S. and purchasing U.S. liquefied natural gas (LNG) [2] - The Swiss stock market is expected to be impacted by the tariff news, with predictions of a potential interest rate cut by the Swiss National Bank in September due to weakened economic growth and increased deflationary pressures [3]

Group 1 - The U.S. will impose a 25% tariff on Indian goods starting August 1, which is seen as a punitive measure by President Trump due to high Indian tariffs and India's purchase of Russian oil and weapons [1][3] - Indian opposition parties are criticizing Prime Minister Modi's foreign policy, arguing that the friendship with Trump has not protected India's national interests, with significant potential damage to trade and local businesses [1][3] - The Indian think tank's founder indicates that the tariffs are part of a pressure strategy, with no products exempt from the new tariffs, suggesting that India is being used as a negative example for other countries [3] Group 2 - Current estimates suggest that India's exports to the U.S. could decline by 30% in the fiscal year ending March 2026, dropping from $86.5 billion to $60.6 billion, with oil products, pharmaceuticals, and electronics being the most affected categories [3] - Ongoing bilateral trade negotiations aim to increase trade to $500 billion by 2030, but significant disagreements remain, particularly in agriculture and dairy sectors, which are politically sensitive in India [4] - The Indian government is reviewing the impact of the new tariffs and is collecting feedback from exporters and industry groups to take necessary measures to protect national interests [4]

截至发稿前，白宫、印度方面暂无回应。 【环球网报道】美国《纽约时报》当地时间8月2日报道称，尽管美国总统特朗普威胁将对印度购买俄罗斯能源产品等行为实施"惩罚"，印度方面 表示，将继续从俄罗斯进口石油。 报道援引两名印度高级官员的话称，印度的政策并未发生变化。一名官员透露说，印度政府"没有向石油公司下达任何指示"，要求他们减少从俄 罗斯的进口。 报道提到，特朗普此前（7月30日）威胁称，作为新一轮关税措施的一部分，如果印度不停止进口俄罗斯石油，他将对印度施加惩罚性措施。随后 在8月1日，他又对记者表示，"据了解，印度将不再从俄罗斯购买石油"，但也补充称，"我不知道这是否属实"。 特朗普7月30日宣布，从8月1日起对印度输美商品征收25%的关税。特朗普发帖抱怨印度关税税率太高，非关税壁垒又比其他任何国家都要"繁重 和讨厌"，导致美印贸易多年来维持较小规模。特朗普还说，美国将针对印度购买俄罗斯武器和能源产品施加"惩罚"。 根据美国商务部数据显示，2024年，美国与印度的商品贸易金额大约为1288亿美元，印度对美贸易顺差为458亿美元。 ...