Group 1 - The new tariff policy by the Trump administration has been postponed from August 1 to August 7, with the tariff rates "basically determined" before the deadline [1] - Trump has expressed dissatisfaction with India's continued purchase of Russian oil, threatening significant tariffs as a punishment [2][3] - India's response highlights its strategic need for Russian oil to stabilize global oil prices, emphasizing the potential economic impact of U.S. tariffs on India [2] Group 2 - The Sensex and Nifty indices in India have declined due to concerns over U.S. tariffs, with Sensex dropping 166 points and Nifty falling below 24,600 points [3] - The U.S. has announced a 39% tariff on Swiss imports, significantly higher than the previously proposed 31%, raising concerns about job losses in Swiss export industries [6] - Swiss officials are seeking negotiations with the U.S. to address the impending tariffs, while Japan is also engaging in discussions regarding its trade agreements with the U.S. [7]

Group 1 - Mexican President Claudia Sheinbaum met with Canadian officials to discuss responses to U.S. tariff policies and deepen bilateral cooperation [1] - Canadian Foreign Minister Anita Anand and Finance Minister Chrystia Freeland engaged in discussions with Mexican officials, focusing on economic growth, security, and trade diversification [1] - A consensus was reached to develop a work plan between Canada and Mexico, emphasizing resilient supply chains, port-to-port trade, artificial intelligence, digital economy, and energy security [1] Group 2 - The U.S. announced an increase in tariffs on Canadian goods from 25% to 35% due to perceived lack of cooperation on controlling fentanyl and other illegal drug flows [2] - Canadian Prime Minister Carney expressed disappointment over the impact of U.S. tariffs on Canadian industries such as lumber, steel, aluminum, and automotive [2] - U.S. and Mexico leaders agreed to maintain current tariff rates for 90 days while negotiating a new trade agreement, with specific tariffs still in place for various goods [2]

Group 1 - President Trump dismissed Labor Statistics Bureau Director Erica McEntyre due to dissatisfaction with employment data, accusing her of manipulating data for political purposes [1] - Trump's approach to employment data has been inconsistent; he praises favorable data while criticizing unfavorable data, indicating a double standard [1] - Recent employment data showed a significant drop in job creation, with July 2024 adding only 114,000 jobs, which was 35% below expectations [3] Group 2 - In the lead-up to the 2024 presidential election, Trump criticized employment reports, claiming that the Biden administration was responsible for poor job growth and high unemployment [4][5] - Trump highlighted that approximately 220,000 individuals exited the labor market in September and October 2024, attributing this to a lack of job opportunities [5] - Following a strong employment report in March 2025, where 228,000 jobs were added, Trump praised the data, framing it as evidence of a robust labor market [6] Group 3 - In June 2025, Trump linked positive employment data to stock market gains and significant tariff revenues, indicating a connection between economic performance and his administration's policies [7] - The employment data for May 2025 was initially reported as 139,000 jobs added but was later revised down to 125,000 and then significantly to 19,000, showcasing volatility in employment statistics [7] - Following disappointing employment figures in July 2025, Trump ordered the dismissal of McEntyre, claiming the data was fabricated to benefit the Biden administration [8][9]

新华社北京8月6日电 综述｜印度政党回击美关税威胁 新华社记者 印度执政党与主要反对党5日均强硬回击美国以印度购买俄罗斯石油为由，威胁对印度产品加征关 税。美国特朗普政府当天则进一步威胁称，美方将在未来24小时内大幅提高对印度产品的关税。 连日来，美方多次在经贸问题上向印度施压。美国总统特朗普7月30日在社交媒体上发文称，将对 印度输美商品征收25%的关税并实施其他"惩罚"。特朗普抱怨印度关税税率太高，非关税壁垒比其他任 何国家都要"繁重和讨厌"。8月4日，特朗普再度发文称，由于印度购买大量俄罗斯石油并借此获利，美 国将大幅提高对印度产品的关税。 面对美方威胁，印度执政党人民党副主席贾伊·潘达5日在社交媒体上援引美国前国务卿基辛格的名 言发文说："做美国的敌人是危险的，而做美国的盟友则是致命的。"印度主要反对党国大党议员马尼什 ·蒂瓦里表示，特朗普的贬低言论伤害了印度人民的尊严。 印度外交部发言人贾伊斯瓦尔4日在一份声明中表示，美方针对印度的行动"不公正、不合理"，印 度"将采取一切必要措施维护国家利益和经济安全"。声明还说，俄乌冲突爆发后，美国积极鼓励印度与 俄罗斯开展贸易，以加强全球能源市场稳定性，而且美 ...

Group 1 - Japan's Economic Revitalization Minister, Akizawa Ryozo, stated that the U.S. announcement regarding tariffs starting August 7 is inconsistent with the previously agreed terms, leading to higher tariffs for Japan [1] - The agreed "equivalent tariff" rate for Japan is set to increase from 10% to 15% due to the inclusion of a 10% "base tariff" that has been in effect since April [1] - Akizawa emphasized the need for the U.S. to clarify the situation and adhere to the previously established agreement, as the new U.S. announcement imposes an additional 15% on already taxed goods, which is detrimental to Japan [1] Group 2 - Japan and the U.S. have reached an agreement to reduce tariffs on automobiles and auto parts to 15%, but the specific timeline for this reduction has not yet been determined [1] - The current tariff on Japanese automobiles and auto parts is 27.5%, causing significant daily losses to the related industries [1] - Regarding Japan's commitment to invest $550 billion in the U.S., Akizawa stated that Japan cannot cooperate if it does not benefit Japanese companies and the economy [2]

Group 1: Macro Strategy and Global Capital Investment - The article discusses the extension of the tariff exemption period for Sino-U.S. trade talks by 90 days, indicating a phase of stabilization in Sino-U.S. economic relations [3] - The U.S. has initiated a new differentiated tariff structure, with a unified 40% tax rate on transshipment trade, impacting countries like Vietnam, the UK, and Indonesia [3] Group 2: Domestic Economy and Industrial Policy - The Political Bureau meeting emphasized a "seeking progress while maintaining stability" approach, focusing on promoting consumption, addressing internal competition, upgrading industries, and preventing risks [4] - Key meetings held include discussions on market regulation development and industrial and information technology planning for 2025, highlighting the government's commitment to economic recovery and reform [4] Group 3: Capital Market - Positive signals from policy levels aim to consolidate the recovery of the capital market, with a focus on enhancing its attractiveness and inclusiveness [5] - The People's Bank of China is set to prevent and mitigate financial risks in key areas, establishing a macro-prudential and financial stability committee [5] Group 4: Global Geopolitical and Economic Tracking - The article notes various tariff increases announced by the U.S. on imports from India, Brazil, and copper products, reflecting ongoing trade tensions [6] - The U.S. Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50%, with July non-farm payrolls showing an increase of 73,000, below market expectations [6] Group 5: Future Important Events Outlook - Upcoming events include the 2025 World Robot Expo in Beijing and the first comprehensive competition for humanoid robots, indicating a focus on technological advancements [7] - The implementation of cross-border asset management pilot business guidelines in Hainan Free Trade Port is set to take effect [7]

赤泽亮正表示，此前与美方反复确认，针对现有税率低于15%的商品，在8月税率提高后总税率应为 15%。而美国政府日前发布的公告显示，日本已被征税商品需在现有税率之上再加15%，内容与协议不 符，对日本不利。 赤泽亮正强调，他将"要求美方解释相关经过，并落实双方已达成一致的内容"。 赤泽亮正还说，日美已就将汽车及汽车零部件关税下调至15%达成一致，但具体下调时间尚未确定，他 此行的紧迫任务将是寻求美方尽快落实。他此前已表示，日本汽车及汽车零部件目前被美方征收27.5% 的关税，相关产业每一天都在遭受巨额损失。 据《日本经济新闻》网站报道，日本时间6日上午，正在美国访问的日本经济再生大臣赤泽亮正对记者 表示，美国方面公布的8月7日开始征收关税的官方公告与此前日美双方达成的协议不一致，将使日本面 临更高关税，日本要求美方予以纠正。 7月22日，美国与日本达成贸易协议，日本适用的"对等关税"税率将为15%。由于"对等关税"包含所谓 10%的"基准关税"4月起已在征收，8月起日本适用的税率将从10%提高到15%。 关于日美贸易协议中日本承诺向美国投资5500亿美元，美国总统特朗普日前表示，美方可以随心所欲地 用于各种投资 ...

印度总理莫迪2日在一场集会上表示，在全球经济面临多重不确定性因素的背景下，印度必须保护 自身经济利益。印度媒体认为，莫迪此番言论可能意在回应特朗普此前称印度是"死亡经济体"。 印度执政党与主要反对党5日均强硬回击美国以印度购买俄罗斯石油为由，威胁对印度产品加征关 税。美国特朗普政府当天则进一步威胁称，美方将在未来24小时内大幅提高对印度产品的关税。 连日来，美方多次在经贸问题上向印度施压。美国总统特朗普7月30日在社交媒体上发文称，将对 印度输美商品征收25%的关税并实施其他"惩罚"。特朗普抱怨印度关税税率太高，非关税壁垒比其他任 何国家都要"繁重和讨厌"。8月4日，特朗普再度发文称，由于印度购买大量俄罗斯石油并借此获利，美 国将大幅提高对印度产品的关税。 面对美方威胁，印度执政党人民党副主席贾伊·潘达5日在社交媒体上援引美国前国务卿基辛格的名 言发文说："做美国的敌人是危险的，而做美国的盟友则是致命的。"印度主要反对党国大党议员马尼什 ·蒂瓦里表示，特朗普的贬低言论伤害了印度人民的尊严。 印度外交部发言人贾伊斯瓦尔4日在一份声明中表示，美方针对印度的行动"不公正、不合理"，印 度"将采取一切必要措施维护国家 ...

（USMCA),因此虽然明面上加拿大和墨西哥都面对着至少30%的高税率，且墨西哥还处于暂停状态，但 由于USMCA中覆盖的大量货品都处于豁免状态，因此加墨并非处于绝对不利地位，欧盟同美国之间的 协议也不会有太大变动，亟需谈成协议的包括印度等大型经济体，目前"更要关注的是针对行业的232关 税。" 特朗普表示，他将在未来24小时内"大幅提高"对印度的关税。 距离所谓"对等关税"生效仅剩1天时间，美国总统特朗普再次发动关税新攻势。 当地时间5日，特朗普表示，他将在未来24小时内"大幅提高"对印度的关税，对半导体和制药产品进口 的关税则将在"未来一周左右"宣布。 他还表示，如果欧盟不履行义务，将对欧盟征收35%的关税。 目前，仍有贸易伙伴在尝试与特朗普政府达成协议。此前关税税率被定为39%的瑞士就是其中之一。据 报道，瑞士联邦主席凯勒-祖特尔紧急前往美国华盛顿，试图在最后期限前与美国政府达成协议。 道岳法律咨询反倾销财务专家严光普对第一财经记者表示，目前美墨加之间存在《美墨加协定》 据央视报道，俄罗斯总统新闻秘书佩斯科夫5日在接受电话采访时表示，美国试图迫使各国终止与俄罗 斯的贸易，这一行为是"不合法的"。 央视转 ...

新华财经东京8月6日电（记者刘春燕）据《日本经济新闻》网站报道，日本时间6日上午，正在美国访 问的日本经济再生大臣赤泽亮正在当地对记者表示，美国方面公布的关于8月7日开始征税的官方公告与 之前日美双方达成的协议不一致，使日本面临更高的关税，日本要求美方对此予以纠正。 赤泽还表示，日美已就将汽车关税降至15%达成一致，但由于英国在与美国达成协议后，实际降低汽车 关税花费了一定时间，他此行将寻求美方尽早予以落实。赤泽此前表示，日本汽车及汽车零部件目前被 美方征收27.5%的关税，每一天都在遭受巨额损失，督促美方尽早落实协议，将关税降至15%是他最紧 迫的任务。 7月22日，特朗普宣布与日本达成贸易协议，日本适用的"对等关税"税率将从25%降至15%。由于"对等 关税"当中包含的所谓10%"基准关税"4月起已在征收，意味着8月以后日本适用的税率将从10%提高到 15%。 （文章来源：新华财经） 赤泽表示，此前与美方达成协议时、以及之前与之后在与美国相关阁僚的沟通中都反复确认，对于已经 被加征关税的商品来说，将适用"负担减轻特别措施"，8月税率提高后总税率为15%。而美国政府日前 发布的征税文件显示，日本已被征税商品 ...