Core Viewpoint - The article discusses President Trump's threats to increase tariffs on Indian goods due to India's purchase of Russian oil and subsequent resale on the open market, which he claims is for profit [1]. Group 1: Tariff Increase - President Trump announced a 25% tariff on Indian goods starting August 1, as part of broader punitive measures [1]. - Trump expressed his intention to significantly raise tariffs on India in response to their oil trade practices [1]. Group 2: India's Response - The Indian Ministry of Commerce stated that it is assessing the impact of Trump's statements and will take necessary measures to protect national interests [1]. - Indian officials indicated that despite the threats, India will continue to purchase Russian oil due to long-term contracts that cannot be abruptly terminated [1].

Group 1 - The four major state-owned oil companies in India have halted new oil procurement requests from Russia, marking a temporary suspension of oil trade with Russia [1][3] - State-owned oil companies control over 60% of India's refining capacity, processing approximately 5.2 million barrels per day, making them a key player in the industry [3] - Indian Oil Corporation, the largest oil company in India, has explicitly rejected oil supplies from Russia, significantly impacting Russian oil exports [3] Group 2 - The primary reason for this halt is the threat from former President Trump, who warned that countries purchasing oil from Russia could face a 100% tariff, causing confusion in the Indian refining sector [6] - Economic factors also play a role; since the onset of the Russia-Ukraine conflict, Russian oil supply to India has increased over 30 times, initially attracting Indian companies with discounts of $14 to $16 per barrel compared to market prices [9] - Recently, the discount offered by Russia has decreased to only $2.5 to $4 per barrel, reducing the attractiveness of Russian oil and prompting Indian companies to seek alternatives from other regions [9]

Core Viewpoint - Analysts express concern that significantly weaker-than-expected U.S. non-farm payroll data could challenge the current strength of the U.S. dollar, potentially undermining the narrative of economic resilience in the face of tariff threats [1] Summary by Relevant Categories Economic Outlook - Analysts are pessimistic about the upcoming non-farm payroll report, suggesting it may disrupt the perception of U.S. economic resilience [1]

截至8月1日8时30分，国际现货黄金已跌破3300美元/盎司，报3289.26美元/盎司。 国内金饰现价也普遍跌至1000元/克下方。 | 国内现货 | 国际现货 | 黄金实物 | | | --- | --- | --- | --- | | 晋陵 | 银行 回收 | | | | 品牌 | | 价格(元/克) | 日涨跌幅 | | 周大福 | | 998 | 0.00% | | 老凤祥 | | ઠેઠેર | -0.70% | | 周六福 | | 978 | 0.00% | | 周生生 | | 991 | -1.00% | | 六福珠宝 | | 998 | 0.00% | | 芙圭章 | | 998 | 0.00% | | 老庙 | | | ● 29 或者 20 | 据央视财经此前报道，市场对美联储降息预期遇冷，美元指数延续上涨势头，国际金价周四承压下跌。 截至收盘，纽约商品交易所12月黄金期价收于每盎司3348.6美元，跌幅为0.13%。今年7月，因美国政府 关税威胁，国际金价一度涨回每盎司3400美元关口上方。此后，随着美国政府陆续与主要贸易伙伴达成 协议，国际金价涨幅收窄，7月累计小幅上涨，涨幅为1.24 ...

Core Viewpoint - Brazilian President Lula expressed concerns over the U.S. tariff threats, indicating that Brazil will not yield to U.S. decisions regarding trade and politics [1] Group 1: U.S. Tariff Impact - The U.S. announced a 50% tariff on goods imported from Brazil starting August 1 [1] - Lula stated that the tariff threats have caused "concern" in Brazil [1] Group 2: Political and Trade Relations - Lula attempted to contact Trump regarding tariff issues, but there was no willingness for communication from the U.S. side [1] - He emphasized that Brazil is prepared to engage in both political and trade discussions, but the U.S. should not conflate the two issues [1]

消息人士：过去一周，印度国有炼油商因折扣减少和特朗普的关税威胁而停止购买俄罗斯石油。 ...

市场分析：市场对特朗普最新关税威胁的无视存在风险 金十数据7月31日讯，Northwestern Mutual首席投资官Brent Schutte表示，美联储与市场一样，对经济前 景仍存疑虑，内部意见分歧也日益加剧。虽然异议声音本身不会决定政策方向，但反映出央行更广泛的 不确定性。一个关键的变数是特朗普最新宣布的对印度25%关税。Schutt称，市场目前基本无视这一最 新关税威胁，认为白宫可能在必要时掉头。但他警告称，这种押注可能存在风险，尤其是当企业开始将 关税成本转嫁给消费者时。尽管如此，在关税影响完全显现之前，美国实际私人国内采购支出已明显放 缓。一旦企业涨价，美联储将很快陷入"通胀上升与经济放缓"之间的艰难权衡。 ...

Group 1 - The São Paulo Stock Exchange index in Brazil closed down by 1.04%, reaching 132,000 points [1] - The Brazilian real depreciated by 0.44% against the US dollar, trading at 5.5886 reais, continuing to struggle around the 5.58 reais mark since the sharp decline on July 9 [1] - Brazilian Vice President Geraldo Alckmin announced that a response plan to the US tariff threats is ready [1]

【文/观察者网 柳白】当地时间7月27日，怀着"以拖待变"侥幸心理的欧盟，终于等来了美欧新贸易协 议，但质疑声几乎扑面而来。 据央视新闻消息，欧洲议会国际贸易委员会主席贝恩德·朗格表示，美欧新贸易协议严重失衡并损害欧 洲利益，是一项带有偏见的协议。另有多名欧洲政界人士直言，欧盟向特朗普的屈服之路早在4月就开 始了，尽管这份新协议暂时避免了贸易战，但倘若欧盟早点采取强硬立场，跟中国一道反制特朗普关税 威胁，而不是选择妥协，欧盟就不会在谈判中居于劣势，也许能拿到更好的条件。 "欧盟早该配合中国反制" 特朗普4月初公布的"对等关税"一度金融市场陷入恐慌，投资者抛售美国资产，担心经济衰退。随着抛 售加剧，特朗普有所退让，在4月10日关税生效前夕，宣布暂时只对欧盟征收10%的基准关税。 但欧盟也让步了。4月10日，欧盟暂停对美国征收报复性关税，并在"刀架在脖子上"的情况下接受了美 国的谈判提议。欧盟没有像中国和加拿大那样立即采取报复措施，让美国消费者和企业承受损失，而是 因成员国之间的内部分歧选择吞下苦果，希望能在未来获得更好的协议。 7月27日，苏格 兰坦贝利，美国总统特朗普与欧盟委员会主席冯德莱恩举行会晤。 IC ...

美国商务部长卢特尼克：问题在于欧盟是否提供了足够好的协议，让特朗普放弃30%关税威胁。 ...