关税谈判

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印尼官员:仍有空间进行关税谈判,主要谈判代表将在华盛顿会见美国贸易代表。
news flash· 2025-07-08 03:52
印尼官员:仍有空间进行关税谈判,主要谈判代表将在华盛顿会见美国贸易代表。 ...
日本参议院选举临近,执政党前景堪忧,日股危了?
Hua Er Jie Jian Wen· 2025-07-08 03:27
Core Viewpoint - The upcoming Japanese Senate election poses significant uncertainty for the ruling coalition, with potential implications for market volatility and stock performance as various polls indicate a risk of losing majority seats [1][2][4]. Group 1: Election Impact on Market - Historical data suggests that when the ruling party loses majority seats in the Senate, the stock market typically declines [2]. - The scale of the ruling coalition's loss will directly influence market reactions, with different scenarios outlined based on the election outcome [9]. - If the ruling coalition maintains its majority, Prime Minister Kishida will continue to govern, but the stability of the House of Representatives remains in question [9]. Group 2: Political Stability Concerns - There is a notable concern regarding the potential resignation of Prime Minister Kishida if the ruling coalition loses its majority, which could lead to a more fluid political situation [4][5]. - The probability of Kishida stepping down by 2025 is perceived as significant, reflecting deep market concerns about political stability [5]. Group 3: Corporate Governance Challenges - The election outcome may challenge corporate governance reforms, as left-wing parties oppose current reforms and right-wing parties call for stricter regulations [10]. - Key issues include proposals for increased taxes on large corporations and high-net-worth individuals, as well as a reevaluation of shareholder-focused governance models [10]. Group 4: Trade Negotiations and Economic Policy - The Senate election results will also impact the ongoing U.S.-Japan tariff negotiations, with the ruling coalition likely to avoid making concessions during the election period [11][12]. - If the ruling coalition remains in power, clarity on tariff negotiations may emerge post-election; however, significant changes in government could delay agreements further [13].
特朗普对关税“松口”,亚洲股市集体反弹,日元跌破146
Hua Er Jie Jian Wen· 2025-07-08 03:02
Group 1 - The core point of the article is that President Trump signed an executive order to extend the tariff delay until August 1, alleviating tensions in global financial markets [1] - Following the announcement, Asian stock markets showed a significant rebound, with the Hang Seng Tech Index increasing by 1%, and the South Korean KOSPI rising over 1.5% before settling around 0.8% [1] - The Nikkei 225 index initially rose by 0.5% but later experienced a slight pullback, while major indices in Thailand and Vietnam also saw gains [1] Group 2 - In the foreign exchange market, the euro and pound rebounded, leading to a weaker dollar, although the yen fell to a two-week low against the dollar [1][6] - The euro appreciated by 0.3% to 1.1742, and the pound rose by 0.24% to 1.3631, while the dollar index declined by approximately 0.2% [6] - The Japanese yen and South Korean won both experienced fluctuations, with the yen continuing to face pressure, dropping to 146.44 against the dollar [9] Group 3 - Trump's announcement included a warning of potential tariffs on imports from Kazakhstan, Malaysia, South Africa, Laos, and Myanmar, with rates ranging from 25% to 40% [15] - The market interpreted Trump's actions as a negotiation strategy rather than a definitive stance on tariffs, with analysts suggesting that investors are overlooking the latest tariff announcements [15] - The August 1 deadline for tariff negotiations is confirmed but not absolute, as Trump indicated openness to alternative proposals from other countries [15]
日本首相称仍与美就关税问题存在分歧 尚未达成协议
news flash· 2025-07-08 01:29
石破茂同时也指出谈判在某些方面已有所进展,并表示美总统特朗普信中所提税率并非此前提出的30% 或35%,实际上是维持现状的措施,相当于延长了谈判期限。(央视新闻) 日本首相石破茂8日上午在首相官邸召开了应对美国关税措施的政府综合对策本部会议。在谈及关税谈 判时,石破茂表示,日美双方仍存在分歧,尚未达成协议。 ...
日本首相:美方公布的关税信息令人遗憾 将继续进行谈判
news flash· 2025-07-08 00:54
金十数据7月8日讯,针对美国总统特朗普公布的致日本等方面的关税相关信函,8日,日本首相石破茂 称,美方公布的信息令人遗憾。此外,石破茂做出指示,继续与美方就关税进行谈判。8日,日本政府 将于首相官邸召开综合对策本部会议,以应对美国总统特朗普宣布对日本进口商品征收25%关税一事。 石破茂也将出席会议,据测其将指示相关阁僚继续就取消关税进行谈判。 日本首相:美方公布的关税信息令人遗憾 将继续进行谈判 ...
定了但没完全定 美总统特朗普再谈8月1日关税谈判截止日
news flash· 2025-07-08 00:31
定了但没完全定 美总统特朗普再谈8月1日关税谈判截止日 智通财经7月8日电,据央视新闻报道,当地时间7月7日,美国总统特朗普在接待以色列总理内塔尼亚胡 来访的白宫晚宴上针对关税问题表示,8月1日截止日期已确定,但不是百分百确定,如果有国家提出了 不同的方案,他会对其他想法持开放态度。 ...
韩元兑美元涨0.5%,特朗普表态愿意进行关税谈判。最新关税消息公布后,日本、韩国股市仍维持涨势。
news flash· 2025-07-08 00:12
韩元兑美元涨0.5%,特朗普表态愿意进行关税谈判。 最新关税消息公布后,日本、韩国股市仍维持涨势。 ...
央行增仓,黄金探底大涨,多头剑指何方?
Sou Hu Cai Jing· 2025-07-08 00:05
Group 1 - The core viewpoint emphasizes the importance of stop-loss strategies in trading, suggesting that adhering to trading principles is crucial for success [1] - Gold prices experienced a rebound after hitting a low, with a focus on buying during dips and a target of reaching higher resistance levels [3][5] - The U.S. extended tariff negotiation deadlines, which temporarily alleviated pressure on gold prices, while central banks continued to increase their gold reserves, albeit modestly [5] Group 2 - The gold market showed signs of upward momentum, with expectations of breaking through previous high points and potential resistance levels identified [7] - The dollar is anticipated to continue its upward trend, with recommendations to maintain long positions in certain currency pairs [8] - Trading strategies included specific entry and exit points for gold and oil, highlighting the importance of strict stop-loss measures to manage risk [9][10][12]