美国贸易代表格里尔将于本周与印尼高级官员会晤，希望挽救濒临崩溃的贸易框架。格里尔将与印尼经 济事务协调部长Hartarto会谈，努力恢复7月份达成的一项协议，该协议将使美国对印尼商品征收的关税 从32%降至19%，以换取一系列让步。但据报道，美国官员现在认为，雅加达正在违背消除针对美国工 业和 农业出口的非关税壁垒以及数字贸易问题的协议。双方还就有关被印尼认为侵犯其经济主权的条 款而发生冲突。 ...

责任编辑：王永生 责任编辑：王永生 据一名美国官员透露，由美国贸易代表办公室副代表里克·斯威策（ Rick Switzer）率领的特朗普政府谈 判团队计划下周前往印度，继续就一项贸易协议进行谈判。该官员要求匿名，未透露代表团此次访问的 更多细节。印度总理纳伦德拉·莫迪领导的政府一直希望与特朗普政府达成一项初步协议，以降低对印 度商品征收的 50%的关税，这些关税阻碍了该国经济的关键领域发展。印度商务部长拉杰什·阿格拉瓦 尔上周在一场行业活动中表示："我们非常乐观且充满希望，相信今年内我们能够找到一些解决方案。 首先需要达成的是一个能够解决相互关税问题的框架性贸易协议。" 据一名美国官员透露，由美国贸易代表办公室副代表里克·斯威策（ Rick Switzer）率领的特朗普政府谈 判团队计划下周前往印度，继续就一项贸易协议进行谈判。该官员要求匿名，未透露代表团此次访问的 更多细节。印度总理纳伦德拉·莫迪领导的政府一直希望与特朗普政府达成一项初步协议，以降低对印 度商品征收的 50%的关税，这些关税阻碍了该国经济的关键领域发展。印度商务部长拉杰什·阿格拉瓦 尔上周在一场行业活动中表示："我们非常乐观且充满希望，相信 ...

美国总统特朗普说，他可能会与加拿大和墨西哥达成另一项贸易协议。 "我要么让它到期失效，要么我们或许会跟墨西哥和加拿大达成另一项协议，" 特朗普说。 在白宫举行的一次活动中，有人问及特朗普美墨加协定。 美国总统特朗普说，他可能会与加拿大和墨西哥达成另一项贸易协议。 "我要么让它到期失效，要么我们或许会跟墨西哥和加拿大达成另一项协议，" 特朗普说。 在白宫举行的一次活动中，有人问及特朗普美墨加协定。 责任编辑：丁文武 责任编辑：丁文武 ...

Core Viewpoint - The U.S. Secretary of Commerce, Gina Raimondo, indicates that the European Union (EU) must modify its digital regulations in exchange for a reduction in steel and aluminum tariffs [1] Group 1: Trade Agreement Context - The U.S. and EU reached a trade agreement in July, which includes a 15% tariff on most EU goods and a commitment from the EU to eliminate tariffs on U.S. industrial products and certain agricultural goods [1] - The agreement also aims to reduce other tariffs, including a 50% tariff on EU steel and aluminum products, with the EU currently imposing equivalent tariffs on steel imports exceeding specific quotas [1] Group 2: Regulatory and Economic Implications - U.S. officials express that any agreement on steel and aluminum is contingent upon the EU lifting certain regulations on major U.S. tech companies [1] - This linkage of tech regulation and metal tariffs places the EU in a difficult position, as it has consistently maintained that it will not allow other countries to dictate its tech regulatory framework [1] - The imposition of metal tariffs has caused significant economic harm across the European continent, raising concerns among European officials and businesses [1]

Group 1: US-Korea Trade Agreement - The US has confirmed a reduction of tariffs on South Korean automobiles to 15%, effective retroactively from November 1 [3] - This decision is linked to South Korea's legislative commitment to invest $350 billion in strategic industries in the US, including shipbuilding [7] - The US will also eliminate tariffs on aircraft parts and remove the "reciprocal tariff" on South Korea, aligning it with Japan and the EU [3][7] Group 2: Market Reactions - Shares of Hyundai Motor and Kia Motors rose nearly 5% and 4% respectively following the tariff announcement [4] - The South Korean Composite Stock Price Index increased by nearly 2% in response to the news [6] Group 3: US-UK Pharmaceutical Agreement - The US and UK have reached a zero-tariff agreement on pharmaceutical products and medical technologies [10] - Under this agreement, the UK will increase the net price it pays for new drugs by 25%, while US-made drugs will be exempt from certain tariffs [12] - This move is part of a broader strategy to align US drug prices with those of other wealthy nations, as advocated by former President Trump [12]

Group 1 - The U.S. will reduce tariffs on South Korean automobiles to 15%, effective retroactively from November 1 [3][8] - Following the announcement, shares of Hyundai and Kia rose nearly 5% and 4% respectively, contributing to a nearly 2% increase in the South Korean Composite Stock Price Index [4][6] - The tariff reduction is part of a bilateral trade agreement that sets a 15% cap on potential future tariffs on semiconductors and pharmaceuticals, aligning South Korea with Japan in this regard [8] Group 2 - The U.S. also announced a zero-tariff agreement with the UK on pharmaceutical products, which includes a 25% increase in the net price paid by the UK for new drugs [9][10] - This agreement aims to enhance investment and innovation between the U.S. and the UK, addressing concerns from the pharmaceutical industry regarding the UK's business environment [10]

Core Point - Taiwan aims to reduce tariffs on its exports to the United States from 20% to 15% [1] Trade Negotiations - Senior Taiwan officials indicated that assistance in training U.S. workers is not a condition in the ongoing trade talks [1]

11月上旬，一艘满载高粱的船从德克萨斯港启航，随后两艘大豆船从路易斯安那港紧随其后，总货量超过20万吨，直奔上海和青岛。这些船的到来并非偶 然。自贸易摩擦升级以来，美国对华农产品出口急剧下降，今年上半年下滑超过50%。到10月底，美国大豆库存高达4200万吨，农场主焦急万分，像热锅上 的蚂蚁一样。与此同时，巴西和阿根廷早早抢占市场，他们的大豆价格更低、到货更快，占据了中国市场约八成份额。美国农民因此损失了上百亿美元订 单，破产案件不断增加。 船队启航，对美国中西部农场来说，无异于一口喘息的空气。农产品出口收入占美国GDP约2%。11月24日，特朗普主动给中方打电话，通话整整持续一小 时，焦点主要是农产品订单细节、芬太尼管制以及台湾问题。通话结束后，特朗普立即在社交媒体上发帖，称这份协议对美国农民来说是重大利好，并强调 中美关系牢不可破。他的态度变化非常明显，以前动不动就扬言加100%关税，现在却低头谈采购，并承诺取消部分关税。 中美贸易一直像一场拉锯战，前脚刚开始争斗，后脚又得找台阶下。最近，美国有三艘货船满载大豆和高粱，直接驶向中国港口，引起了不小的关注。过 去，特朗普对中国非常强硬，动辄扬言加关税，让人摇 ...

Core Insights - The European Union (EU) reported a trade surplus of 40.8 billion euros with the United States in Q3, a decrease of 13.3% from the surplus of 47.1 billion euros in Q2 and a significant drop of 49.7% compared to the surplus of 81.2 billion euros in Q1 [1][2] Trade Performance - In Q1, the trade performance was notably strong due to anticipated U.S. tariff increases, leading to a significant rise in EU exports to the U.S. [2] - In Q3, the EU maintained a trade surplus with the U.S. in chemicals and related products, machinery and vehicles, other manufactured goods, and food and beverages, while experiencing a deficit in energy, raw materials, and other goods [2] Energy Imports - Following the outbreak of the Russia-Ukraine conflict, the EU significantly increased its energy imports from the U.S., resulting in a higher growth rate of imports from the U.S. compared to other global regions [2] Trade Agreement Challenges - The EU had hoped that a trade agreement reached in July with the U.S. would alleviate trade tensions, but this has not materialized as expected [2] - The European Commission is seeking a reduction in U.S. tariffs on steel and aluminum, as well as exemptions for various goods, including alcoholic beverages and medical devices [2] - U.S. Secretary of Commerce Gina Raimondo linked the reduction of steel and aluminum tariffs to the EU's adjustment of its technology industry regulatory framework, raising concerns within the EU about the potential hollowing out of the trade agreement [2]

Core Viewpoint - The article discusses the ongoing negotiations between the U.S. and the EU regarding steel and aluminum tariffs, with the U.S. linking tariff reductions to the EU's technology regulation policies, which the EU firmly rejects [3][6][11]. Group 1: U.S.-EU Trade Negotiations - The U.S. Secretary of Commerce, Gina Raimondo, indicated that the U.S. would consider reducing the 50% tariffs on EU steel and aluminum if the EU relaxes its technology regulations [3][6]. - The EU's stance is that its digital regulatory rules are non-negotiable, aimed at ensuring market fairness and consumer protection [3][4]. - The U.S. has expressed dissatisfaction with the EU's slow progress in fulfilling commitments made in a previous trade agreement, particularly regarding energy purchases [9][10]. Group 2: Digital Regulation in the EU - The EU's Digital Markets Act and Digital Services Act impose strict regulations on major tech companies, including prohibitions against abusing market dominance and misuse of user data [8][9]. - The EU maintains that its digital regulations are not discriminatory and apply to all companies, regardless of their headquarters [12][14]. - The EU's strict regulatory approach is seen as a means to protect consumer rights and promote local industry, as the region lags behind the U.S. in digital technology [14]. Group 3: Implications for Tech Companies - U.S. officials believe that easing EU regulations could attract significant investment, potentially amounting to hundreds of billions or even up to one trillion dollars [9]. - The EU has recently imposed substantial fines on major U.S. tech companies, indicating a rigorous enforcement of its digital regulations [12][13]. - The EU's commitment to maintaining its regulatory framework reflects its limited leverage in global trade negotiations, emphasizing the importance of regulatory authority as a competitive advantage [14].