Core Viewpoint - The article discusses the recent announcement by President Trump regarding the implementation of new unilateral tariffs on various trade partners, with potential rates ranging from 10% to 70% [1][2]. Group 1: U.S. Tariff Policy - Starting July 4, the U.S. government will send letters to trade partners to set new unilateral tariff rates, expected to take effect on August 1 [1]. - Trump indicated that the new tariffs could vary significantly, with rates potentially reaching as high as 70% [2]. - The previous "reciprocal tariffs" imposed in April reached up to 50%, which had negative impacts on the U.S. economy, including a bear market in stocks [2]. Group 2: U.S.-Japan Trade Relations - Trade negotiations between the U.S. and Japan have stalled, with Trump expressing dissatisfaction over Japan's purchases of U.S. products [4]. - Trump threatened to impose tariffs of 30% to 35% on Japan if an agreement is not reached [4]. - Japan's Prime Minister emphasized the importance of protecting national interests and highlighted Japan's role as a significant investor in the U.S. [5]. Group 3: U.S.-India Trade Negotiations - Ongoing discussions between the U.S. and India regarding tariffs have faced challenges, particularly concerning agricultural products [7]. - India has drawn "red lines" in negotiations, insisting on protecting its farmers and maintaining high tariffs on U.S. agricultural imports [7][8]. Group 4: U.S.-EU Trade Dynamics - The EU has adopted a firmer stance in trade negotiations with the U.S., with calls for a stronger position on tariff discussions [11]. - Current U.S. tariffs on EU automobiles and steel products are 25% and 50%, respectively, with potential expansions to other sectors [11]. - Former German Chancellor Merkel urged the EU to respond collectively to U.S. tariff threats without fear [13]. Group 5: Economic Impact of Tariffs - The U.S. trade data for May showed a decline in both imports and exports, indicating the adverse effects of the tariff policies [15]. - The trade deficit has widened, with a notable decrease in consumer goods imports and a 4% drop in overall export value [15][16].

特朗普表示，从4日开始，美国将向多个国家发出信件，预计当天会有"10或12封"发出，更多信件将在 未来几天寄出。特朗普称，他预计这些信件将会在9日前全部送达。此前，特朗普将7月9日设为关税谈 判的最后期限。 对于将设定的新关税，特朗普说，"关税税率可能从60%、70%到10%、20%不等"。特朗普称，"我们已 经完成了（信函的）最终文本，它将基本说明这些国家将要支付的关税是多少"。 据央视新闻，当地时间7月4日，美国总统特朗普表示，美国政府将从当天起开始致函贸易伙伴，设定新 的单边关税税率。特朗普称，新关税"十有八九"从8月1日开始生效。 Wind用户在金融终端输入 IBR（投行业务排行榜） 纵观股票、债券一级承销风云 过去十年投行承销排名一应俱全 分行业、分地域多维度呈现市场融资规模 ...

来源 | 央视新闻、央视网 本期编辑 金珊 深夜，欧洲多国股市全线下挫！什么情况？ 特朗普签署"大而美"法案 印度拟对美国征收报复性关税 SFC 21君荐读 据央视CCTV4报道， 美国总统 特朗普4日表示，新关税税率将介于10%至70%之间 ，美国彭 博社称，如果实施，这将比特朗普4月宣布的所谓"对等关税"税率更高，增加美国经济的通胀 风险。美国有线电视新闻网称，50%的关税在4月曾导致美国股市陷入熊市区域，美国债券和 美元被大幅抛售，70%的关税将更超这一水平。 据央视新闻此前报道，特朗普当地时间3日表示，将于4日开始向贸易伙伴发函，设定单边关 税税率，并称各国将从8月1日起开始支付新的关税。特朗普称，4日将发出大约"10或12封"信 函，更多信函将在未来几天寄出。 ...

特朗普7月4日表示，新关税税率将介于10%至70%之间，美国彭博社称，如果实施，这将比特朗普4月 宣布的所谓"对等关税"税率更高，增加美国经济的通胀风险。美国有线电视新闻网称，50%的关税在4 月曾导致美国股市陷入熊市区域，美国债券和美元被大幅抛售，70%的关税将更超这一水平。（央视 网） ...

信中将包含不同金额的款项与关税条款。 特朗普：签署了12封信，将于周一发出。 ...

Group 1 - Trump is set to hold talks with Netanyahu regarding the Iran issue [1] - A potential agreement on Gaza may be reached next week [1] - Twelve letters have been signed and will be sent out on Monday [1] Group 2 - The letters will contain varying amounts and tariffs [2]

Core Viewpoint - The American fireworks industry, heavily reliant on imports from China, is increasingly voicing concerns as the July 4th Independence Day holiday approaches due to rising prices and budget constraints faced by towns hosting fireworks displays [1] Industry Summary - The rising costs of fireworks have placed significant financial strain on small family-owned fireworks shops located along rural roads in the United States [1] - The increased prices are likely to exacerbate budgetary pressures for American towns that aim to host vibrant fireworks shows during the holiday [1]

高盛：那些对特朗普关税有风险敞口的欧洲股票已经提及利润急剧下滑。 ...

印度在WTO上提议对美国汽车零部件关税采取报复性关税。 ...

Group 1 - The U.S. is facing a deadline on July 9 for the so-called "reciprocal tariffs," with President Trump indicating no plans to extend the negotiation period for trade agreements [1] - The restaurant industry in the U.S. is experiencing direct impacts from high tariffs, leading to increased menu prices for certain drinks and dishes due to rising procurement costs [1][3] - The cost of imported ingredients such as coffee beans, tea leaves, and wine has significantly increased, further compressing profit margins for restaurants [3][5] Group 2 - The director of beverage operations at Clyde Restaurant Group reported a 20-30% increase in the prices of raw materials over the past six months, with champagne suppliers raising prices by 5-10% [5] - To avoid affecting consumer spending, restaurants have been trying to absorb costs, but the ongoing rise in procurement costs has made it increasingly difficult [5][7] - Many restaurants are now forced to pass some of the costs onto customers, with drink prices increasing by $0.50 to $1 per cup [5][7] Group 3 - The high tariffs are squeezing the survival space of small distributors, importers, and local restaurants, threatening employment prospects in the restaurant industry [7][8] - The prolonged duration of tariffs could lead to a decrease in the number of small independent distributors, importers, and restaurants, resulting in more unemployment in a sector that employs a significant number of people in the U.S. [8]