据央视新闻报道，当地时间4日，欧盟外交官表示，欧盟谈判代表未能在美欧贸易谈判中取得突破，相 关谈判将持续至周末。欧盟谈判代表表示，若无法达成更广泛的贸易协议，他们希望确保美国暂缓加征 关税的期限得以延长。 据悉，欧盟的第二轮反制措施规模已从最初的950亿欧元缩减至720亿欧元。 欧盟外交官表示，美国威胁可能会对欧盟农产品出口征收17%的关税。 ...

Group 1 - The core viewpoint is that the EU and the US are optimistic about reaching a trade agreement before the July 9 deadline to avoid economic escalation [2][3] - EU Commission President Ursula von der Leyen expressed confidence in achieving an agreement during a closed-door meeting with EU leaders, indicating a willingness to accept some imbalance in the deal [2] - US Commerce Secretary Lutnick noted that the EU has accelerated negotiations recently, laying the groundwork for a potential agreement, emphasizing the strong and complex trade relationship between the two [2] Group 2 - Current US tariffs on EU products cover approximately 70% of the EU's total exports to the US, amounting to about €380 billion (approximately $445 billion) [3] - President Trump has criticized the EU for creating trade barriers and maintaining a trade surplus with the US, threatening to impose additional tariffs if negotiations do not progress by the deadline [3]

Group 1 - The core discussion between the EU Commission President Ursula von der Leyen and US President Trump focused on the Middle East tensions and their impact on the energy market [1] - They also evaluated the ongoing US-EU trade negotiations, with the EU expressing a desire to reach an agreement by July 9 [1] - The situation in Ukraine was another topic of discussion between the two leaders [1] Group 2 - The G7 summit is scheduled to take place from July 15 to 17 in Canmore, Alberta, Canada [1] - This summit marks Trump's first participation since the beginning of his second presidential term [1]

市场消息：欧盟希望将美欧贸易谈判延长至特朗普设定的7月期限之后。 ...

21世纪经济报道记者赖镇桃 广州报道 这周，欧洲央行如期按下降息按钮。 欧洲央行5日在德国法兰克福召开货币政策会议，决定将欧元区三大关键利率分别下调25个基点。这是 欧洲央行自去年6月启动降息以来第八次下调利率。本次降息后，欧元区存款机制利率、主要再融资利 率和边际借贷利率分别降至2.00%、2.15%、2.40%。 此次降息符合市场预期，不过会议后欧洲央行行长拉加德的发言释放了更多后续降息路径的信号。据央 视新闻报道，拉加德在货币政策会议后表示，尽管欧洲央行当天决定将三大关键利率下调25个基点，标 志着当前货币政策周期进入新阶段，但未来利率走势将取决于经济数据表现。 这段"降息周期即将进入尾声"的论调一出，市场随即大幅削减降息押注。市场认为欧央行7月降息的概 率从30%跌至了20%左右，欧元对美元汇率飙升至六周高点。 这段时间，欧盟还在关税问题上和美国激烈博弈，在受访专家看来，欧央行这周释放可能暂停降息周期 的信号，也是在观望美欧贸易谈判进展，为未来留下灵活的政策空间。 "我们处于有利位置" 二是经济增长动能疲软。尽管欧元区2025年一季度GDP环比增长0.4%超出预期，但这一增长主要由德 国和西班牙的暂时 ...

Core Viewpoint - European Central Bank (ECB) officials are expected to pause interest rate cuts in July, with some believing the rate-cutting cycle may have ended, while others still support potential cuts in September [1] Group 1 - ECB officials are considering a pause in interest rate cuts during the July policy meeting [1] - The most likely scenario is a pause after eight rate cuts, influenced by uncertainties surrounding U.S. tariffs [1] - The final deadline for U.S.-EU trade negotiations on July 9 may lead to changes in policymakers' views [1]

Group 1 - The United States has raised tariffs on imported steel and aluminum from 25% to 50%, effective immediately, which may hinder ongoing negotiations with the European Union [1][2] - EU Trade Commissioner Valdis Dombrovskis expressed regret and surprise over the U.S. decision, stating it is counterproductive to the negotiations that were showing progress [2] - The EU is prepared to respond if the U.S. imposes tariffs specifically targeting the EU, while also seeking new trade partnerships with countries like India, Thailand, Australia, Turkey, and Saudi Arabia [2] Group 2 - The OECD Ministerial Council meeting held in Paris on June 3-4 was a platform for discussions, where both sides acknowledged constructive dialogue, yet the U.S. tariffs were still imposed [1] - U.S. Trade Representative Jamison Greer noted that the talks were progressing rapidly and indicated a willingness to explore mutually beneficial trade paths with the EU [1][2] - The EU and U.S. trade relationship accounts for 30% of global trade, making a successful agreement a priority for both parties [2]

智通财经6月5日电，欧盟委员会负责贸易和经济安全等事务的委员马罗什·谢夫乔维奇4日在法国巴黎表 示，针对美国将进口钢铁和铝的关税从25%上调至50%，欧盟方面已与美国贸易代表格里尔进行了讨 论，并向美方指出此举无助于欧美正在进行的谈判。 欧盟官员：美国上调钢铝关税无助于美欧谈判 ...

Group 1 - The euro/dollar exchange rate increased by 0.23%, reaching 1.1399 [1] - The U.S. Trade Representative, Greer, stated that constructive engagement is taking place with the EU regarding trade issues [1] - Negotiations with the EU are progressing rapidly [1]

Core Points - The U.S. court ruling deemed Trump's reciprocal tariff plan illegal, yet EU and U.S. trade negotiators will still meet as scheduled next week [1] - The ruling pertains to a 10% baseline tariff announced by Trump on April 2, but does not affect the 25% tariffs on EU automobiles, steel, and aluminum [1] - The ruling comes at a critical juncture, as Trump had previously threatened a 50% tariff on EU goods, which he later retracted after a call with EU Commission President Ursula von der Leyen [1] - The EU is reportedly prepared to accept a 10% reciprocal tariff rate, indicating a shift from a more hardline stance [1] - The 10% reciprocal tariff impacts approximately 70% of EU exports, valued at around €380 billion [1] Negotiation Strategies - A former EU trade official suggests that if the EU uses the U.S. court ruling as an excuse to withdraw from negotiations, it would be a mistake [2] - The focus of negotiations should fundamentally center on steel, aluminum, and automobile tariffs, while seeking solutions for affected industries [2] - There is a concern that if the EU withdraws from negotiations, it could lead to an escalation of the U.S.-EU trade conflict [2] - The EU Commission is advised to capitalize on the current U.S. vulnerability to minimize tariff losses [2] Timing and Strategy - An EU diplomat indicated that the court ruling provides the EU with additional time, suggesting there is no immediate need for action [3] - The EU Commission has refrained from commenting on the U.S. court ruling [3]