Group 1 - The U.S. President Trump announced new tariff rates for eight countries, including Brazil, with rates ranging from 20% to 50%, effective August 1, 2025 [1] - Brazil's Vice President criticized the U.S. for raising tariffs, stating that 80% of U.S. exports to Brazil are already duty-free, indicating a trade surplus for the U.S. [1] - Brazil's economy is the largest in Latin America, with a GDP ranking among the top ten globally, and it has developed industries in petrochemicals, mining, steel, and automotive sectors [2] Group 2 - The direct trigger for the U.S. tariffs is a discrepancy in trade statistics, with the U.S. claiming a trade deficit while Brazil argues that service trade is included in the U.S. statistics [4] - In 2024, Brazil imported $42.41 billion from the U.S. and exported $40.33 billion to the U.S., highlighting the close trade relationship [4] - Political motivations are also at play, as Trump has publicly questioned the Brazilian government's investigation into former President Bolsonaro, suggesting that tariffs could be used as leverage [4]

Group 1 - The U.S. stock market saw all three major indices rise, with the Dow Jones up 0.49%, Nasdaq up 0.94%, and S&P 500 up 0.61% [1] - Major tech stocks experienced collective gains, with Nvidia rising 1.8% and reaching a market capitalization of over $4 trillion, making it the first company to achieve this milestone [1] - Popular Chinese stocks mostly declined, with the Nasdaq Golden Dragon China Index falling 1.11%, and companies like Alibaba, Bilibili, and JD.com dropping over 3% [1] Group 2 - The second wave of tariff letters issued by President Trump targets eight countries, including Brazil, with Brazil facing the highest tariff rate of 50% [2] - The new tariffs will take effect on August 1, with varying rates: Libya, Iraq, Algeria, and Sri Lanka at 30%, Brunei and Moldova at 25%, and the Philippines at 20% [2] - Trump's justification for the high tariffs on Brazil stems from what he describes as an "unfair trade relationship," leading to a "sustainable trade deficit" for the U.S. [2]

7月8日，央视新闻报道了关于美国总统特朗普发布的针对日本等国的关税信函的反应。日本首相石破茂对此表示遗憾，并且强调日本将会继续与美国方面 进行关于关税问题的谈判，力求找到解决方案。他对美方公布的相关信息表示不满，显然期望能够通过对话达成共识。 特朗普通过他创办的社交平台"真实社交"，向日本首相石破茂和韩国总统李在明发送了两封几乎内容一致的信件。他提到这项新关税政策将仅针对部分进 口商品，不包括其他行业的关税。他在信中写道："请你们理解，这25%的关税显然低于我们所需的数量，以解决与贵国之间贸易逆差的问题。" 他进一步警告，如果日本和韩国针对这一关税政策采取相应的反制措施，美国也会在当前的25%基础上进行等额的加征，以保护其国家利益。特朗普直 言："如果日本（或韩国）境内的企业选择在美国设厂或生产商品，我们将不会征收任何关税。实际上，我们会尽快、专业地给予相应的批准，通常只需 要几周的时间就能完成相关手续。" 此前，特朗普曾表示，他计划在7日向十多个国家发送有关提高关税的信函，显示出他在全球贸易方面采取了更加积极和强硬的姿态。此消息的发布和相 关动态正在不断引起国际社会的广泛关注与反响。 来源：央视新闻 微信编 ...

白宫贸易顾问纳瓦罗：当前的贸易信函和贸易协议占美国贸易逆差的近90%。 ...

Core Viewpoint - The U.S. Treasury Secretary's recent comments have intensified market speculation that the Trump administration may intentionally seek to weaken the dollar [1] Group 1: Treasury Secretary's Comments - Treasury Secretary Becerra stated in a CNBC interview that a weaker dollar is not a cause for concern, emphasizing that currency fluctuations are normal [1] - He attributed the dollar's decline primarily to the appreciation of the euro, which he believes is expected due to Europe's fiscal stimulus efforts [1] Group 2: Market Predictions - Analyst Kit Juckes from Societe Generale suggests that there is a prevailing view within the U.S. government that a weaker dollar could help reduce the trade deficit [1] - Juckes predicts that the euro may rise to 1.20 later this year and potentially reach 1.25 in the future [1]

2025.07. 08 本文字数：2132，阅读时长大约4分钟 作者 | 第一财 经 潘寅茹 当地时间7日，美国总统特朗普再度挥舞"关税大棒"。据央视新闻报道，7日，美国总统特朗普在社 交媒体平台上发布了致日本首相石破茂、韩国总统李在明的信件，宣布美国将自2025年8月1日起对 所有日本和韩国输美产品征收25%的关税。 在这两封内容几乎完全相同的信中，特朗普写道："请理解，25%这一数字远远低于消除我们与贵国 之间贸易逆差所需的水平。"他还警告称，如果日韩两国以提高关税作为回应，美国也将在25%的基 础上再提高同等额度的关税。 韩国通商产业部在发布的新闻稿中表示，李在明政府成立不久，本着国家利益优先的原则同美方就关 税问题展开了谈判，但因时间有限，难以就所有议题达成共识。美方新举措意味着美方暂缓征收所 谓"对等关税"至8月1日，将在剩余时间内加快谈判进程，力争达成互利共赢的谈判成果，尽早消除 关税问题引发的不确定性。 韩国通商产业部还提出，将推动国内制度改革，并优化监管体系，以减少美国对韩贸易逆差。 目前，从日本和韩国政府的公开回应来看，都提到将力争在8月1日前加紧谈判。不过，接受第一财 经记者采访的日韩问题 ...

Core Points - The five-year wheat import agreement between Indonesia and the United States represents a significant breakthrough in their trade relationship, with Indonesia committing to import at least 1 million tons of wheat annually, valued at approximately $1.25 billion [1][3] - This agreement reflects Indonesia's strategic response to the pressure of high tariffs imposed by the U.S., aiming to reduce its trade deficit with the U.S. and secure a more favorable trade environment [3][4] - The deal highlights the complexities of global supply chains and the geopolitical dynamics at play, as Indonesia seeks to balance its agricultural needs with the implications of increased reliance on U.S. agricultural products [6][9] Trade Dynamics - The agreement is seen as mutually beneficial, ensuring a stable market for U.S. wheat farmers while addressing Indonesia's domestic demand for flour [3][4] - Indonesia's trade deficit with the U.S. reached $17.9 billion last year, increasing by 5.4%, prompting the U.S. to impose higher tariffs [3][4] - By committing to increase imports of U.S. agricultural products, Indonesia aims to mitigate the impact of tariffs and improve its trade balance with the U.S. [4][7] Agricultural Implications - Indonesia's commitment to import 1 million tons of wheat annually poses potential risks to its local agricultural policies and independence, as it increases reliance on global supply chains [6][9] - The agreement enhances the U.S.'s control over the global agricultural market, particularly in Southeast Asia, reinforcing its position as a leading agricultural exporter [6][9] - The deal serves as a reminder of the volatility in global food markets, influenced by factors such as climate change and pandemics, highlighting the importance of trade agreements for supply chain security [9] Diplomatic Strategy - Indonesia's diplomatic approach reflects a balance of flexibility and caution, as it navigates the pressures of U.S. tariffs while seeking to maintain its competitive edge in the global market [7][9] - The agreement does not resolve all trade issues between Indonesia and the U.S., and the long-term sustainability of this balance remains a critical concern [7][9] - Indonesia's strategy of expanding imports to negotiate better tariff conditions illustrates its adaptive response to the challenges posed by global economic competition [7][9]

一觉醒来，特朗普再挥关税大棒。 当地时间7月7日，特朗普给日韩及南非等14国发信函、威胁征税；此外，他又延长了"对等关税"暂缓期至8月1日。 隔夜美股全线大跌，三大指数均录得6月中旬以来最差单日表现。在美上市的日、韩概念股惨遭重创。 不过今日，亚太市场未受太大影响，港A股全线飘红，日韩股市表现强势高开。 早盘，日经225指数一度涨近0.5%，韩国综合指数涨1.57%，现均有所回落。 | 亚太市场 更新于:07-08 10:07 | | | --- | --- | | 日经225 韩国综合 | 新加坡海峡 | | 39589.71 3083.9700 4039.20 | | | +2.03 +0.01% +24.5000 +0.80% +7.34 +0.18% | | | 印度 澳洲标普200 | MSCI台湾 | | 8583.10 83442.50 | 925.15 | | -6.20 -0.07% +9.61 +0.01% -10.80 -1.15% | | | 上证指数 深证成指 | 恒生指数 | | 3480.76 10506.56 | 23971.79 | | +7.64 +0.22% +71.05 ...

韩国总统李在明的办公室称，美国国务卿鲁比奥表示，特朗普在给李在明的信函中规定的新期限意味着两国仍有时间达成协议。另外，韩国产业通商资源部声明称，这封信实际上延长了美国实施对等关税的宽限期，韩国将在剩余时间内加紧谈判。“我们还计划以此为契机，改善国内制度和法规，解决美国主要关心的贸易逆差问题，并通过两国之间的制造业复兴伙伴关系推动关键产业的发展。” ...

2025.07. 08 推荐阅读 特朗普警告称，如果日韩两国以提高关税作为回应，美国也将在25%的基础上再提高同等额度的关 税。 特朗普还写道："如你所知，如果日本（韩国）或贵国境内的企业决定在美国境内建造或生产产品， 我们将不会征收关税，事实上，我们将尽一切可能快速、专业、常规地予以批准——换句话说，只需 几周时间。" 来源：长安街知事 微信编辑 | 七三 据央视新闻报道， 当地时间7月7日，美国总统特朗普在社交媒体平台上发布了致日本首相石破茂、 韩国总统李在明的信件，宣布美国将自2025年8月1日起对所有日本和韩国输美产品征收25%的关 税。 同日，特朗普签署行政命令，延长所谓"对等关税"暂缓期，将实施时间从7月9日推迟到8月1日。 在上述两封内容几乎完全相同的信中，特朗普写道："请理解，25%这一数字远远低于消除我们与贵 国之间贸易逆差所需的水平。" 特朗普表示，尽管美国与韩国和日本之间存在巨额贸易逆差，美国仍决定继续与两国合作。然而，美 国决定以更加平衡、公平的贸易为前提，继续向前推进。 特朗普称，贸易逆差已对美国经济乃至国家安全构成重大威胁，因此必须作出改变。自2025年8月1 日起，美国将对所有韩 ...