贸易谈判

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日本贸易谈判代表将“八顾茅庐”,但或许将再次无功而返
news flash· 2025-07-02 05:45
金十数据7月2日讯,据朝日新闻报道,日本贸易谈判代表赤泽亮正安排最早于本周末前往美国进行贸易 谈判。这将是赤泽亮正第八次前往美国进行贸易谈判。财经网站Forexlive分析师Justin Low表示,尽管 访问了很多次,但情况与他第一次访问时大致相同。"奔跑的表演"至少让他们看起来处境艰难。但我想 只有时间才能证明。距离7月9日的最后期限还有一周,特朗普似乎正在失去耐心。 日本贸易谈判代表将"八顾茅庐",但或许将再次无功而返 ...
美国经济局势风云变幻:贸易、股市与政策的多面博弈
Sou Hu Cai Jing· 2025-07-02 01:55
Trade Negotiations - The uncertainty surrounding trade negotiations between the U.S. and Japan has intensified, with President Trump expressing skepticism about reaching an agreement and threatening tariffs as high as 30% to 35% on Japanese imports, significantly higher than the previously announced 24% [2] Stock Market Volatility - On July 1, U.S. stock indices showed mixed results, with the Nasdaq down 0.82% and the Dow Jones up 400.17 points (0.91% increase). Notably, Tesla's stock plummeted over 5%, resulting in a loss of approximately $54.5 billion (around 390.5 billion RMB) in market value due to Trump's comments regarding Elon Musk [3] - Nvidia's stock also fell over 2% after internal insiders sold more than $1 billion in company shares over the past 12 months, raising concerns about its internal operations and executive confidence [3] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, rose 0.20%, while other popular Chinese stocks like Tiger Brokers and Futu Holdings declined, indicating a mixed performance in the market [3] Fiscal Policy - The U.S. Senate passed a comprehensive tax and spending bill on July 1, which now requires re-evaluation by the House of Representatives due to significant amendments. The outcome of this fiscal policy is uncertain and could have profound implications for the U.S. economy and global investors [4] Monetary Policy - Federal Reserve Chairman Jerome Powell indicated that while the U.S. economy is in good shape, the impact of tariffs will soon be reflected in inflation data. Most Fed members expect a rate cut later this year, with Goldman Sachs predicting cuts in September, October, and December, although the likelihood of a July cut depends on upcoming employment data [5]
刚刚,直线跳水!特朗普,重大宣布!
券商中国· 2025-07-02 01:46
美国与日本的贸易谈判陷入僵局。 据最新消息,美国总统特朗普明确表示不会推迟7月9日恢复更高关税的最后期限,并加大对日本等贸易伙伴的 施压力度。 特朗普威胁称,可以对从日本进口的商品征收"30%或35%或任何我们确定的数字"的关税。受此影响,7月2 日,日本股市开盘后,日经225指数直线跳水,跌幅一度扩大至1.35%,随后跌幅有所收窄。 相比之下,美国与印度的贸易谈判进展似乎比较顺利。特朗普表示,他认为印度准备降低对美国企业的贸易壁 垒,这可能为达成协议铺平道路,从而让印度避开26%的关税。 特朗普:不推迟 据央视新闻客户端,美东时间7月1日,特朗普在"空军一号"总统专机上表示,他没有考虑延长各国与美国谈判 贸易协议的7月9日截止日期,并对与日本能否达成协议表示怀疑。 特朗普指出,美方已经和日本打过交道,不确定是否会达成协议,他表示:"我怀疑我们和日本能否达成协 议,他们非常强硬。你必须明白,他们被宠坏了。" 特朗普称,他可以对从日本进口的商品征收"30%或35%或任何我们确定的数字"的关税,而这远高于他在4月2 日宣布的对日本商品的24%的关税税率。 据新华社,特朗普4月2日宣布开征所谓"对等关税",引发美国 ...
抱怨日本“不购买美国米”,警告多国“坐下来真诚谈”,美提高调门施压贸易伙伴
Huan Qiu Shi Bao· 2025-07-01 22:27
Group 1 - The U.S. government is increasing pressure on trade partners as the 90-day suspension period for "reciprocal tariffs" approaches its end on July 9 [1][6] - President Trump expressed disappointment over U.S.-Japan trade negotiations, particularly regarding Japan's refusal to purchase U.S. rice despite facing a rice shortage [1][3] - Japan's government officials have stated that they will not sacrifice agricultural interests in trade negotiations with the U.S. [3][4] Group 2 - Japan's agricultural sector is a significant political concern for the ruling Liberal Democratic Party, especially with upcoming elections [4][5] - The U.S. has the option to export rice to Japan tariff-free up to a limit of 770,000 tons, but any imports beyond that are subject to tariffs [4] - Japan is insisting on the removal of tariffs on its automotive exports to the U.S., which has led to dissatisfaction among U.S. automakers [5][6] Group 3 - The U.S. is preparing to notify countries of potential tariff increases as the July 9 deadline approaches, with rates potentially rising from temporary levels of 10% back to 11% to 50% [6][7] - The EU is willing to negotiate a trade arrangement with the U.S. but seeks lower tariffs on key sectors such as pharmaceuticals and aircraft [6][7] - There are four possible outcomes for U.S.-EU negotiations, including reaching an acceptable agreement or extending the negotiation period [7] Group 4 - India is expected to reach a temporary trade agreement with the U.S., which may include increased imports of natural gas and reduced tariffs on thousands of goods [8] - The Trump administration's tariff policies are causing concerns among various countries, as they fear further economic repercussions in key industries like steel and automotive [8][9] - A significant portion of U.S. companies believe that establishing new domestic supply chains would significantly increase their costs, leading many to consider relocating to countries with lower tariffs [9]
有色和贵金属每日早盘观察-20250701
Yin He Qi Huo· 2025-07-01 14:04
银河有色 有色研发报告 有色和贵金属每日早盘观察 2025 年 7 月 1 日星期二 | 研究所副所长、有色及贵 | 有色和贵金属每日早盘观察 | | --- | --- | | 金属板块负责人:车红云 | | | 期货从业证号:F03088215 | 贵金属 | | 投资咨询号:Z0017510 | 【市场回顾】 | | | 1. 贵金属市场:昨日,由于美元走弱,伦敦金小幅回升,并收复 3300 美元关口,最终 | | 研究员:王伟 | 收涨 0.88%,收报 3302.15 美元/盎司;伦敦银最终收涨 0.36%,报 36.09 美元/盎司。受 | | 期货从业证号:F03143400 | 外盘影响,沪金主力合约收涨 0.54%,报 768.98 元/克,沪银主力合约收涨 0.10%,报 | | 投资咨询从业证号: Z0022141 | 8722 元/千克。 | | | 2.美元指数:美元指数日内震荡下行,跌破 97 关口,最终收跌 0.54%,报 96.875。 | | 研究员:王露晨 CFA | 3.美债收益率:10 年期美债收益率高开低走,收报 4.23%。 | | 期货从业证号:F03110758 ...
MSCI全球指数创新高,美股期货小幅回调,原油跳水,黄金连续第二天反弹
Hua Er Jie Jian Wen· 2025-07-01 07:41
Core Viewpoint - The global stock market remains optimistic despite tariff concerns, with the MSCI global index reaching new highs and continuing its upward trend in the second half of the year [1] Market Performance - The MSCI global index has risen for four consecutive days, reaching a record high, while Asian and European stock markets have seen slight increases [1] - U.S. stock index futures are slightly down, with the S&P 500 futures showing a minor decline of approximately 0.2% [7][8] - European stocks have also experienced slight gains, with the German DAX30 and the UK FTSE 100 indices opening up by 0.17% and 0.18% respectively [3] - The Nikkei 225 index in Japan fell by 1.2% due to tariff threats from Trump, while the South Korean Seoul Composite Index rose by 0.6% [4][8] Currency and Commodity Movements - The U.S. dollar index decreased by 0.1%, while the Japanese yen appreciated by about 0.4% [4] - Gold prices increased by approximately 0.8%, and silver rose by about 0.7% [6] - International oil prices saw a short-term drop, with WTI crude oil falling below $65 per barrel, currently at $64.99 [7] Economic Context - Analysts suggest that market sentiment may be highly sensitive to developments in trade policy as the earnings season approaches and tariff deadlines loom [9] - The U.S. market is at historical highs amid macroeconomic uncertainties, primarily driven by U.S. policies [9] - The first half of the year saw U.S. stocks reach new highs due to expectations of successful trade negotiations and rising Fed rate cut expectations, while the dollar index experienced a 10.8% decline, marking its worst first half since 1973 [9]
川普威胁停止贸易谈判后,加拿大让步取消数字服务税
Sou Hu Cai Jing· 2025-07-01 07:21
Group 1 - Canada announced the cancellation of the planned digital services tax, originally set to take effect on June 30, in hopes of reaching a "reciprocal comprehensive trade agreement" with the U.S. [1] - The Canadian Finance Minister will soon propose legislation to abolish the digital services tax, following an agreement between Canadian Prime Minister Carney and U.S. President Trump to resume negotiations by July 21 [1][3] - The digital services tax, which was set at 3% and could have retroactive implications, was seen as a significant financial burden on U.S. tech companies, potentially amounting to $2 billion in additional taxes [3][4] Group 2 - Trump's strong reaction to Canada's proposed tax indicates that the U.S. will not tolerate similar measures from other countries, particularly in trade negotiations [4] - The digital services tax was initially proposed in 2020 and is scheduled to be officially implemented in June 2024, suggesting that it was not solely a bargaining chip in U.S.-Canada negotiations [4] - The recent developments reflect a broader context of U.S. trade policy under Trump, emphasizing protection for American tech companies and signaling to other nations about the consequences of targeting U.S. firms [4][5]
制造业PMI回升,指数上涨
Hua Tai Qi Huo· 2025-07-01 05:48
FICC日报 | 2025-07-01 制造业PMI回升,指数上涨 市场分析 制造业PMI回升。国内方面,国家统计局公布,6月份,我国制造业、非制造业和综合PMI分别为49.7%、50.5%和 50.7%,比上月上升0.2、0.2和0.3个百分点,三大指数均有所回升。装备制造业、高技术制造业和消费品行业PMI 均连续两个月位于扩张区间。海外方面,美联储博斯蒂克重申,他仍预计美联储今年会下调一次利率,同时指出 美联储在决定采取行动之前还有时间考虑最新的数据,同时他预计美联储明年将降息三次。 指数上涨。现货市场,A股三大指数震荡回升,上证指数涨0.59%收于3444.43点,创业板指涨1.35%。行业方面, 板块指数涨多跌少,国防军工、传媒、通信、电子行业涨幅居前,仅银行、非银金融、交通运输行业收跌。当日 沪深两市成交金额小幅回落至1.5万亿元。海外市场,加拿大宣布撤回数字服务税,以推动与美国的贸易谈判重回 正轨。美国总统特朗普与加拿大总理卡尼已同意两国将重启谈判,并力争在7月21日前达成协议。美国三大股指全 线收涨,道指涨0.63%报44094.77点。 期指减仓。期货市场,基差走势分化,IC、IM近月合约贴水 ...