金十数据7月11日讯，加拿大总理卡尼10日晚对美国总统特朗普新的关税威胁作出回应，表示将加强与 世界各地贸易伙伴的关系，以应对美方关税威胁。收起稍早前，特朗普宣布将自8月1日起对从加拿大进 口的商品征收35%的关税。他当天在社交媒体平台"真实社交"上发布致卡尼的信函，批评加拿大对美国 此前征收的关税进行报复。卡尼在社交媒体上回应说，在当前与美国的贸易谈判中，加拿大政府一直坚 定维护本国工人和企业的利益。"我们将继续这样做，并朝着8月1日这一最后期限努力。"卡尼还说，加 拿大联邦政府、各省和地区准备新建一系列符合国家利益的重大项目，并正在加强与世界各地贸易伙伴 的关系。 加总理：将加强全球贸易应对美关税威胁 ...

Group 1 - Brazilian President Lula stated there is no obligation to conduct trade in US dollars and emphasized the need to seek other trade partners [1][2] - Lula mentioned that trade with the US accounts for only 1.7% of Brazil's GDP, indicating that Brazil can survive without the US [1] - The proposed 50% tariff by Trump could severely impact key Brazilian export sectors, including steel products, transportation equipment, and non-metallic minerals [2] Group 2 - The US is Brazil's second-largest trading partner, following China, and the proposed tariffs are politically motivated, linked to the judicial proceedings against former President Bolsonaro [2] - Brazil currently has a trade deficit with the US, importing approximately $44 billion worth of US products while exporting about $42 billion [2]

Group 1 - The announcement by President Trump to impose a 50% tariff on all exports from Brazil has led to significant volatility in the Brazilian financial market, with the Ibovespa index falling by 0.54% to 136,743.26 points and the USD/BRL exchange rate rising by 0.69% to 5.5416 BRL [1] - The new tariff, effective from August 1, is a substantial increase from the previously proposed 10% tariff announced in April, raising concerns about the impact on Brazil's industrial exports and the overall economic relationship between the two countries [1][2] - Brazil's Vice President Alckmin criticized the tariff increase, stating that Brazil's trade with the U.S. is balanced and that the measure is unfair, potentially harming the U.S. economy as well [1] Group 2 - The Brazilian economy is facing greater policy coordination challenges due to the sudden shift in external trade conditions and increasing inflationary pressures, as indicated by the rising consumer price index [3]

Core Viewpoint - The Brazilian government views the 50% tariff imposed by the U.S. on Brazilian goods as an "unjust measure" and is seeking alternative markets for exports, particularly in the Middle East and South Asia [1] Group 1: Government Response - Brazilian Agriculture and Livestock Minister Carlos Favaro criticized the U.S. tariff as an "unjust measure" [1] - The Brazilian government has informed the U.S. Embassy that it will return a letter from President Trump and has summoned the U.S. Chargé d'Affaires to explain certain parts of the letter regarding former President Bolsonaro [1]

Group 1 - The core point of the news is that the announcement by U.S. President Trump to impose a 50% tariff on all Brazilian products starting August 1, 2025, has led to a significant decline in Brazilian assets, including a drop of over 1% in the IBOVESPA index and a 0.7% decrease in the Brazilian real against the U.S. dollar [1][3] - The iShares MSCI Brazil ETF, which tracks Brazilian stocks, fell by 3.2% in pre-market trading on Thursday, indicating a negative market sentiment towards Brazilian assets [1] - The market is expected to face greater volatility in the future due to the unexpected nature of the tariff announcement, which was significantly higher than the initially anticipated 10% rate, and the lack of a clear negotiation path between the U.S. and Brazil [3] Group 2 - Trump's statement linked the tariff decision to political issues, citing "insidious attacks on free elections in Brazil" and violations of basic free speech rights for Americans, which adds a layer of complexity to the trade relationship [3] - Brazilian President Lula's response indicates a firm stance against external pressure, but insiders suggest that he may have limited options to avoid the tariff due to legal constraints beyond his control [3] - Analysts from Ativa Investimentos noted that this tariff introduces a new risk-averse factor for Brazilian assets, potentially increasing market volatility and prompting investors to reassess companies with high cash flow and significant exposure to the U.S. market [3]

4. 哈萨克斯坦总统托卡耶夫致信美国总统特朗普称，他准备就贸易问题进行建设性对话，有信心在贸易 问题上达成妥协。(哈萨克斯坦被威胁于8月1日起征收25%关税) 5. 欧盟委员会主席冯德莱恩周四表示，欧盟正在 "不停地"努力与美国达成协议，以尽可能降低贸易关 税。 6. 新加坡贸工部长称，将在7月访美时讨论药品关税问题。新加坡尚未收到特朗普政府的信函，其出口 商品需缴纳美国4月份宣布的10%基准关税。 7. 印度贸易部的一位消息人士周四表示，印度代表团预计将很快访问美国，继续贸易谈判，目标是在 2025年秋季之前达成初步协议。 金十整理：特朗普威胁征税，巴西硬刚"以牙还牙"，多国寄希望于谈判 1. 巴西总统卢拉发表声明回应称，关于"美国在与巴西的贸易中存在逆差"的说法纯属虚假信息，任何单 方面加征关税的措施都将依据巴西《商业互惠法》予以对等回应。(巴西被威胁于8月1日起征收50%关 税) 2. 菲律宾经济事务部长周四表示，美国决定对该国出口产品征收20%关税，菲律宾为此感到担忧，但将 继续进行谈判。菲律宾官员定于下周前往美国与美方官员会谈。 3. 日本政府消息人士称，日本正寻求在美国财政部长贝森特下周7月19日 ...

Group 1 - Most Asian currencies remained stable as investors digested President Trump's latest trade tariff measures and the uncertainty surrounding the Federal Reserve's interest rate outlook led to limited market volatility [1][4] - The US dollar index fell by 0.1% during the Asian trading session, continuing a mild downward trend [1] - Trump announced a 50% tariff on copper imports effective August 1, aimed at promoting the domestic copper industry, and raised the reciprocal tariff on Brazil from 10% to 50% [3] Group 2 - The South Korean won depreciated by 0.1% against the US dollar, while the Japanese yen remained stable [4] - The onshore and offshore Chinese yuan exchange rates against the US dollar remained stable [5] - The Singapore dollar remained steady against the US dollar, while the Indian rupee fell by 0.1% [6] Group 3 - The minutes from the Federal Reserve's June 17-18 meeting indicated that only a few officials supported a rate cut in July, with most expressing concerns about inflation risks driven by Trump's tariff policies [7] - Most policymakers expect that a rate cut will be appropriate later this year, making it difficult for the dollar to find a clear direction [8] - The Federal Reserve's narrative remains a major driver in the foreign exchange market, with market attention shifting towards upcoming economic data due to the volatility and unpredictability of US trade policies [8]

2025.07. 10 推荐阅读 "黄金平替"，单日大跌6%！ 当地时间9日，巴西副总统兼发展、工业、贸易和服务部长热拉尔多·阿尔克明表示，美方宣布对巴 西商品征收新的关税是不公平的。他说，美国对巴西是贸易顺差，但仍被提高关税，巴方"看不出有 任何理由"美方要这么做。 阿尔克明还表示，对巴西产品加征关税，将会对美国自身经济造成损害，因为在贸易领域是存在一体 化的。以钢铁为例：巴西是美国冶金用煤的第三大买家，巴西生产半成品再出口给美国进行最终加 工。因此加征关税只会使美国自己的产业链变得更昂贵。 微信编辑 | 七三 据央视新闻，当地时间7月9日，美国总统特朗普在社交媒体上发布了致 文莱、阿尔及利亚、摩尔多 瓦、伊拉克、菲律宾、斯里兰卡、利比亚和巴西 的信件。 本文字数：447，阅读时长大约1分钟 特朗普宣布对8国关税税率 特朗普称，美国将自2025年8月1日起对菲律宾的产品征收20%的关税，对文莱和摩尔多瓦的产品征 收25%的关税，对阿尔及利亚、伊拉克、斯里兰卡和利比亚的产品征收30%的关税，对巴西的产品 征收50%的关税。 巴西副总统：美加征关税不公平 ...

当地时间7月9日，特朗普在其社交媒体平台"真实社交"上发布了致巴西有关加征关税的信函，表示美国 将自2025年8月1日起对所有巴西产品征收50%的关税。（央视新闻） 当地时间7月9日，巴西总统卢拉表示，巴西不会接受被任何人控制，对于美国总统特朗普单方面宣布提 高巴西输美产品的关税，巴西将予以回应。 ...

据CCTV国际时讯，对于美国总统特朗普当地时间7月9日通过社交媒体宣称将从8月1日起对进口自巴西 的产品征收50%关税，巴西总统卢拉发表声明回应称，关于"美国在与巴西的贸易中存在逆差"的说法纯 属虚假信息，美国官方统计数据显示，过去15年间，美国在对巴西的商品和服务贸易中累计实现4100亿 美元顺差。鉴于此，任何单方面加征关税的措施都将依据巴西《商业互惠法》予以对等回应。卢拉强 调，国家主权、相互尊重以及对巴西人民利益的坚定捍卫，始终是巴西处理国际关系的核心准则。 ...