Core Insights - The average global tariff rate imposed by the U.S. is estimated to be around 18% according to BlueBay Asset Management [1] - The projected annual revenue from U.S. tariffs is approximately $450 billion, with an expected increase to $770 billion in 2024, representing 1.25% of GDP [1] - This tariff revenue is anticipated to help reduce the U.S. fiscal deficit to slightly below 7% of GDP in the coming year [1]

Core Viewpoint - Malaysia's Trade Minister announced that pharmaceutical and semiconductor products will be exempt from U.S. tariffs, indicating a strategic advantage for these sectors in the Malaysian economy [1] Group 1: Industry Impact - The exemption from U.S. tariffs is expected to bolster the pharmaceutical and semiconductor industries in Malaysia, enhancing their competitiveness in the global market [1] - This decision may lead to increased foreign investment in these sectors, as companies seek to capitalize on the favorable trade conditions [1] Group 2: Economic Implications - The move is likely to support Malaysia's economic growth by maintaining the stability of key export sectors, which are crucial for the country's trade balance [1] - It reflects Malaysia's ongoing efforts to strengthen its trade relationships and position itself as a key player in the global supply chain for pharmaceuticals and semiconductors [1]

日本制铁高管：尽管美国关税对美国钢铁业的影响尚未显现，但预计将是积极的。 ...

澳大利亚部长确认美国关税将维持在10%。 ...

Core Viewpoint - The Japanese Minister of Economic Revitalization, Akizawa Ryozo, stated that U.S. tariffs will lead to a global slowdown, resulting in decreased exports and weakened demand, which will subsequently impact the Japanese economy [1] Group 1 - U.S. tariffs are expected to cause a global economic slowdown [1] - The slowdown will lead to a decline in exports [1] - Weakened demand due to tariffs will affect the Japanese economy [1]

金十数据8月1日讯，今天上午油价开盘几乎没有变化，布伦特原油价格接近72美元/桶。有分析师称， 对原油而言，关税的影响是双向的。由于广泛的贸易关税影响预计将减缓经济增长，这将对石油需求产 生负面打击。然而，美国的其他相关处罚——尤其是那些威胁针对俄罗斯石油买家的处罚——可能会扰 乱供应，从而支撑油价。 分析师：美国关税对油价的影响可能是双向的 布伦特原油 ...

Core Viewpoint - The market's muted reaction to the latest U.S. tariffs suggests that investors may have already anticipated these developments and adjusted their portfolios accordingly [1] Market Reaction - Analysts note that market volatility remains orderly, indicating a lack of panic among investors [1] - There has been no significant sell-off in growth assets such as U.S. stock index futures and Bitcoin, nor a substantial shift towards safe-haven assets like the U.S. dollar and gold [1]

Core Viewpoint - The U.S. tariffs create a lose-lose situation, leading to higher costs for American consumers [1] Group 1 - The Vice President of Brazil emphasizes that U.S. tariffs will result in increased prices for products, ultimately affecting American consumers [1]

赛峰集团首席执行官：在法国设立新工厂的决定与美国关税或最近的跨大西洋关系无关。 ...

Core Viewpoint - The Bank of Canada’s monetary policy report does not provide economic forecasts but highlights uncertainties stemming from U.S. tariffs [1] Group 1 - The report emphasizes the lack of economic predictions, indicating a cautious approach by the Bank of Canada [1] - It specifically points out the uncertainties related to U.S. tariffs, which could impact the Canadian economy [1]