Group 1 - The European Union (EU) will suspend two retaliatory measures against U.S. tariffs within six months based on an agreement reached with the U.S. [1] - A new trade agreement consensus was reached between the U.S. and the EU, where the U.S. will impose a 15% tariff on EU products, and the EU will increase investments in the U.S. by $600 billion and purchase $750 billion worth of U.S. energy [3] - Following the announcement of the trade agreement, U.S. stock markets saw significant gains, with the Dow Jones up 1.03%, Nasdaq up 1.43%, and S&P 500 up 1.11% [3] Group 2 - The EU previously approved retaliatory tariffs on U.S. products worth €93 billion, which included a first round of tariffs amounting to approximately €21 billion on goods like soybeans, motorcycles, and jeans [4] - A second list of tariffs, valued at around €72 billion, was approved, targeting high-value industrial products such as aircraft, automobiles, and electrical equipment [4] - The EU had indicated that if a satisfactory trade agreement was not reached by August 1, retaliatory measures would take effect on August 7 [4]

法国总理弗朗索瓦·贝鲁表示，国际关系不应如此运作，我们必须团结一致，努力维护应有的理想的规 则。不应一方发号施令，另一方服从，不应该这样。法国当局，特别是总统先生，都极力反对过分的让 步。（央视新闻） 欧盟与美国此前就双方贸易问题达成框架协议，除了征收15%的关税以外，欧盟还承诺购买美国7500亿 美元能源产品，并计划在美追加投资6000亿美元。此外，欧盟将大规模购买美国军事装备。法国总理贝 鲁此前称美欧贸易协议签订对欧洲来说是"黑暗的一天"，7月31日他再次严厉批评美国关税政策。 ...

Core Viewpoint - The article discusses the recent trade agreement between the US and EU, highlighting its non-binding nature and the ongoing negotiations required to finalize specific terms and conditions [1][3][5]. Summary by Sections Trade Agreement Details - On July 27, a trade agreement was reached between US President Trump and EU Commission President von der Leyen, establishing a 15% tariff on most EU products, while the EU commits to purchasing significant amounts of US energy and military equipment [1][8]. - The agreement includes a 15% tariff cap applicable to nearly all EU exports, with exceptions for products already subject to higher most-favored-nation tariffs [9][10]. - The agreement also covers potential tariffs on pharmaceuticals and semiconductors, with a commitment to restore certain tariffs on specific products starting August 1, 2025 [11]. Investment Commitments - The EU plans to procure US liquefied natural gas, oil, and nuclear products worth approximately $750 billion (around €700 billion) over the next three years, aiming to replace Russian energy sources [12]. - EU companies have expressed interest in investing at least $600 billion (about €550 billion) in various sectors in the US by 2029, adding to the existing €2.4 trillion investment [13]. Legal and Political Implications - The agreement is described as a framework or political agreement, lacking legal binding force, which raises questions about the enforceability of the commitments made [5][14]. - The use of terms like "intends" and "interested" in the EU's statements has led to skepticism regarding the actual implementation of the proposed investments and purchases [12][22]. Future Negotiations - Key issues remain unresolved, including tariffs on steel and aluminum, and discussions are ongoing regarding exemptions for certain products [20][21]. - The EU is seeking to establish a non-binding joint statement by August 1 to clarify the agreement's terms and facilitate further negotiations [18][19]. Trade Volume Context - In 2024, trade between the US and EU is projected to exceed €1.6 trillion, with daily exchanges of over €4.2 billion in goods and services [23].

Core Points - The EU has released a document explaining the "EU-US Trade Agreement," stating that the political agreement reached on July 27, 2025, is not legally binding [1][3] - Following the agreement, there has been public backlash in Europe, with the US imposing a 15% tariff on most EU products, while the EU commits to significant purchases of US energy and military equipment [1][3] Trade Agreement Details - The agreement includes a 15% tariff cap on EU goods, applicable to nearly all EU exports subject to reciprocal tariffs, with exceptions for products with higher most-favored-nation tariffs [7][8] - The 15% tariff cap also applies to automobiles and auto parts, with immediate tariff reductions available [8] - The EU plans to procure US liquefied natural gas, oil, and nuclear products worth $750 billion (approximately €700 billion) over the next three years [9] - EU companies have expressed interest in investing at least $600 billion (approximately €550 billion) in various sectors in the US by 2029, adding to existing investments of €2.4 trillion [10] Legal and Negotiation Aspects - The terms "intend" and "interested" used in the agreement lack legal significance, raising questions about the enforceability of the commitments [11] - Despite the lack of legal binding, there are implications for compliance, as failure to execute may lead to other consequences [12] - The agreement is characterized as a framework agreement, with further negotiations required to solidify specific terms and conditions [3][14] Future Negotiations - Key issues remain unresolved, including tariffs on steel and aluminum, with discussions ongoing about potential exemptions for certain products [15] - The EU and US aim to reach a non-legally binding joint statement by August 1, which will expand on the July 27 negotiations [14] - The trade volume between the EU and US is projected to exceed €1.6 trillion in 2024, with significant daily trade flows [15]

Market Overview - Gold prices experienced a significant rebound, reaching a high of 3334.11 USD/oz after a prior low, indicating a successful low-buy strategy implemented at 3310-3320 USD/oz [1] - The current price of London gold is reported at 3327.36 USD/oz, reflecting a year-on-year increase of 0.98 and a slight rise of 0.03% [4] Economic and Geopolitical Factors - The recent agreement on the US-EU trade deal has alleviated some trade war concerns, which previously contributed to a decline in gold prices, although ongoing disputes may still provide opportunities for price rebounds [4] - Strong economic data has led to a recovery in the US dollar, which has negatively impacted gold prices; however, the cautious stance of the Federal Reserve may limit further dollar gains, providing potential support for gold [4] - Geopolitical risks have temporarily decreased but continue to restrict significant declines in gold prices [4] Technical Analysis - On the daily chart, the Bollinger Bands are opening and stabilizing, with gold prices operating above the lower band; MACD shows a bearish crossover with increasing green bars, while RSI indicates a retreat from overbought levels, currently between 50-40 [5] - The 4-hour chart shows narrowing Bollinger Bands, with prices near the middle band; a bullish crossover in MACD is emerging, and RSI indicates a rebound from oversold conditions, suggesting a clear demand for upward movement [5] - The hourly chart indicates stable Bollinger Bands, with prices above the middle band; MACD lines are converging, and RSI shows a rebound from oversold levels, reinforcing the demand for price recovery [5] Future Trading Strategies - For aggressive traders, a buy position can be established near the support level of 3300 USD/oz, while conservative traders may consider entering around 3265-3275 USD/oz, relying on the 3250 USD/oz support [7] - For short positions, aggressive traders can look to sell near the resistance level of 3400 USD/oz, while conservative traders may wait for a confirmation at 3445-3435 USD/oz [7] - Specific trading recommendations for futures and gold products include monitoring key support and resistance levels, with 770 RMB/kg as a critical support for futures and 765 RMB/kg for gold T+D [7]

Core Points - The U.S. Secretary of Commerce, Howard Lutnick, discussed U.S.-EU trade agreements with EU officials, highlighting that digital services tax and perceived attacks on U.S. tech companies will be key topics in future negotiations [1] - Steel and aluminum, which were not included in the initial agreement, will also be part of the discussions [1] - The pharmaceutical and automotive industries are identified as critical sectors for reaching a trade agreement with the EU, with significant tariffs expected if pharmaceuticals are not produced in the U.S. [1] - Trump is expected to announce his pharmaceutical policy within the next two weeks [1]

金十数据7月29日讯，美国商务部长卢特尼克表示，美欧贸易协议仍有许多问题尚待协商，并称"接下来 还有不少商讨的空间"。周二接受采访时，卢特尼克被问及是否还会继续和欧盟委员会的贸易官员谈判 时说："当然，他们今天早上还打电话来讨论其他议题，比如数字服务、税收以及欧盟对美国科技公司 的攻击——这些都会被摆上谈判桌。"他补充说："还有一些是他们希望纳入协议的，比如钢铁和铝产 品，这次并未被包括在内，也将成为接下来的谈判内容。" 卢特尼克：将与欧盟就协议细节进行更多商讨 ...

在农产品非关税壁垒和"不合理的数字贸易壁垒"方面，白宫的极端主张同样遭到欧盟委员会简洁有力的 反驳。"数字监管和数字税收方面绝对没有承诺"，欧盟高级官员对媒体表示，"我们在食品安全和监管 权方面未作任何让步。" 美欧贸易协议的墨迹尚未干透，双方对协议内容的解读已出现明显分歧。观察人士指出，特朗普政府对 这份协议的自夸式反应，与欧盟方面理解的版本存在显著差异。 对特朗普总统而言，这份协议是"历史性的"、"巨大的"、"里程碑式的"；而代表欧盟参与谈判的塞夫科 维奇（Maros Sefcovic）则委婉表示："这是我们能争取到的最好结果。" 白宫发布的情况说明书强调乐观的能源和投资目标，而欧盟的解释却暗示多个领域存在豁免空间。双方 虽就15%的基准关税达成一致，但具体细节很快出现"平行叙事"。 例如，白宫文件称药品关税将于8月1日生效，但据欧洲新闻台引述欧盟委员会官员的说法，该税率需待 美国完成国家安全调查后才会实施，"本周五不会对药品征收任何关税"。 欧洲新闻台记者利博雷罗（Jorge Liboreiro）在社交媒体指上出，白宫宣称欧盟将在2028年前向美国经 济投资6000亿美元、能源领域投入7500亿美元，但 ...

Core Viewpoint - The recent strength of the US dollar is unlikely to be sustained following the US-EU trade agreement, as potential risks loom ahead [1] Group 1: Economic Indicators - Monex Europe analysts suggest that the US Treasury's quarterly refinancing plan announced this week could lead to a bond market crash, which may weaken the dollar [1] - The Federal Reserve is expected to maintain interest rates this Wednesday, but officials Bowman and Waller may cast dissenting votes, marking the first time in over 30 years that two officials disagree [1] Group 2: Market Sentiment - Given the upcoming risk events, there is a cautious outlook on the potential for a stronger dollar [1]

当地时间7月27日，美国总统特朗普表示，美国已与欧盟达成新贸易协议，对欧盟输美商品征收15%的 关税。对此，匈牙利总理欧尔班在一档播客节目中明确予以批评。欧尔班认为，欧美协定比英美协定更 为糟糕。欧尔班对欧盟将投资美国、向美方购买军事装备和能源表示强烈质疑，因为欧盟委员会既没有 资金也没有军队。欧尔班此番发言显然是在表示，美欧贸易协议最终还是会让欧盟成员国埋单。 ...