Group 1 - The euro has appreciated by 0.15% against the US dollar, currently trading at 1.1725 [1] - The US Secretary of Commerce, Wilbur Ross, stated that the EU has presented a series of concrete trade agreement proposals [1] - President Trump is considering how to respond to the EU's proposals, which suggest an opening of the market to the US [1] Group 2 - Trump has left flexibility in tariff rates in his trade letters concerning Japan and South Korea [1]

特朗普：大多数关税税率都低于美国征收的税率。 ...

Core Viewpoint - The ongoing trade negotiations between Japan and the United States are progressing, with Japan's chief trade negotiator expressing a commitment to continue discussions despite challenges, particularly regarding the automotive industry and agricultural sector [1] Group 1: Trade Negotiations - Japan's chief trade negotiator, Akizawa Ryo, had a 40-minute phone conversation with U.S. Commerce Secretary Howard Lutnick, indicating a willingness to engage in constructive dialogue [1] - Japan is not willing to make easy compromises but feels that trust is being built with the U.S. and progress is being made in negotiations [1] - There is a strong emphasis on reaching an agreement on a wide range of issues, with a particular focus on the automotive sector as a critical point for overall agreement [1] Group 2: Tariff Discussions - Akizawa expressed regret over the new tariff rates and emphasized that there will be no overlap between industry tariffs and overall tariffs [1] - Japan has made it clear that it will not compromise on issues related to national interests, particularly in the agricultural sector [1]

日本政府内部越来越多观点认为，由于8月启动新关税，"谈判期限实际上已延长"。不过，日本7月3~20 日处于参议院选举期间，即使磋商推迟，能否达成协议也要看选举结果…… 日美关税谈判出现停滞迹象。美国总统特朗普于美东时间7日中午（北京时间8日凌晨）开 始，向贸易伙伴国通报将从8月1日起实施的新关税税率。首先已通告日本和韩国将征收25% 的关税，并警告如果采取报复措施，将进一步提高税率。日美未能就汽车关税缩小分歧，仍 未达成协议。参议院选举期间日本难以让步，谈判的进展将取决于选举结果。 日本政府内部越来越多观点认为，由于8月启动新关税，"谈判期限实际上已延长"（经济部门 高官）。 日美之间围绕汽车关税问题分歧很大。负责谈判的日本经济财政再生相赤泽亮正4~6月7次访 美，持续进行部长级磋商。但双方的对话未能达成一致，一度引发了9日之前会再次访美的猜 测。 在日本，从7月3日公示到20日投计票，处于参议院选举期间。特朗普表示，可能将对日本进 口商品征收的关税税率提高至"30%或35%"。日本首相石破茂6日在日本放送协会（NHK） 节目中就日美关税谈判强调称，"不会轻易妥协，需要时间。" 美国方面，贝森特指出，"日本将 ...

泰国财政部长：36%的美国关税税率有点令人震惊。预计贸易谈判将在8月1日之前完成。 ...

泰国财政部长：对美国的关税税率感到有些震惊。 ...

Core Viewpoint - Trump has issued new tariff threats to 14 countries, with rates varying from 25% to 40%, effective August 1 [1] Summary by Categories Tariff Rates - Japan, South Korea, Kazakhstan, Malaysia, and Tunisia face a tariff rate of 25% [1] - South Africa and Bosnia have a tariff rate of 30% [1] - Indonesia has a tariff rate of 32% [1] - Bangladesh and Serbia are subject to a tariff rate of 35% [1] - Thailand and Cambodia face a tariff rate of 36% [1] - Laos and Myanmar are facing the highest tariff rate of 40% [1] Implementation Date - The new tariffs will take effect on August 1 [1]

Core Viewpoint - The revised tariff proposal by the Thai Finance Minister includes differentiated tariff rates for specific products [1] Group 1 - The proposal aims to implement varying tariff rates based on product categories [1]

届时，那些没有与美国达成协议的国家将重新面临4月份的关税税率。 比特币涨幅收窄至将近0.4%，随后又扩大至0.5%。 美国财政部长贝森特称，总统特朗普发送给多个国家的贸易信函包含8月1日这个截止日期。 ...

美国财长贝森特：100个较小的国家将获得固定的关税税率，许多国家甚至从未联系过我们。 ...