贸易谈判

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贝森特称贸易谈判可能在九月前结束 暗示或延长谈判截止日期
news flash· 2025-06-27 12:58
金十数据6月27日讯,美国财长贝森特表示,特朗普政府的贸易协议议程可能会在劳动节(9月1日)前 结束,这表明一些谈判可能会延续到7月9日截止日期之后。贝森特周五在电视节目中说:"有一些国家 带着非常好的协议来找我们,"他强调了商务部长卢特尼克前一天的评论,即白宫即将计划与10个主要 贸易伙伴达成协议。贝森特重申,重要的贸易伙伴有18个,"如果我们能与这18个重要伙伴中的10个或 12个达成协议(此外还有另外20个重要伙伴),那么我认为我们就能在劳动节前完成贸易谈判。" 他没 有具体说明希望与哪些国家达成协议。 贝森特称贸易谈判可能在九月前结束 暗示或延长谈判截止日期 ...
黄金:地缘政治停火白银:继续冲高
Guo Tai Jun An Qi Huo· 2025-06-27 02:52
2025年06月27日 国泰君安期货商品研究晨报-贵金属及基本金属 观点与策略 | 黄金:地缘政治停火 | 2 | | --- | --- | | 白银:继续冲高 | 2 | | 铜:伦铜现货走强,支撑价格 | 4 | | 铝:偏强运行 | 6 | | 氧化铝:大幅反弹 | 6 | | 铝合金:震荡偏强 | 6 | | 锌:短期偏强 | 8 | | 铅:偏强运行 | 9 | | 锡:紧现实弱预期 | 10 | | 镍:远端镍矿端预期松动,冶炼端限制上方弹性 | 12 | | 不锈钢:供需边际双弱,钢价低位震荡 | 12 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 2025 年 6 月 27 日 黄金:地缘政治停火 白银:继续冲高 王蓉 投资咨询从业资格号:Z0002529 wangrong013179@gtjas.com 刘雨萱 投资咨询从业资格号:Z0020476 liuyuxuan023982@gtjas.com 【基本面跟踪】 贵金属基本面数据 | 昨日收盘价 | 沪金2508 | 775.28 | 日涨幅 0.17% | 昨日 ...
大限临近陷僵局,印美贸易谈判遭遇障碍
Hua Er Jie Jian Wen· 2025-06-26 13:37
Group 1 - The trade negotiations between India and the United States are stalled due to disagreements over tariffs on auto parts, steel, and agricultural products, making it difficult to reach an agreement before the July 9 deadline set by Trump [1][2] - India has proposed a "zero-for-zero" tariff arrangement for specific goods, including steel, auto parts, and pharmaceuticals, based on reciprocity and limited to a certain quantity of imports [1][2] - The Indian delegation is expected to travel to Washington for negotiations, but the focus may shift towards a broader agreement rather than a rushed temporary deal [1][3] Group 2 - India is pushing for the removal of a 26% reciprocal tariff set to take effect on July 9 and is seeking concessions from the U.S. on existing tariffs for steel and auto parts [1][3] - Despite the stalled negotiations, India emphasizes its commitment to establishing a long-term economic partnership with the U.S. while maintaining policy independence [3][4] - India has proposed to reduce tariffs on almonds, pistachios, and walnuts, and is willing to offer preferential treatment for U.S. imports in sectors like energy, automotive, and defense [2][3] Group 3 - The bilateral trade agreement aims to increase trade from approximately $191 billion in 2024 to $500 billion by 2030, as agreed by Modi and Trump [3] - India is also pursuing free trade agreements with the European Union and has recently completed negotiations with the United Kingdom to hedge against potential changes in U.S. policy [3][4] - Data shows that India's exports to the U.S. increased to $17.25 billion from April to May, up from $14.17 billion in the same period last year, indicating limited impact from the average 10% tariff increase in early April [4]
深观察丨欧盟:我们不怕与美国打关税战
Sou Hu Cai Jing· 2025-06-26 13:33
眼下距离7月9日这一美国政府暂停征收"对等关税"90天的截止期限仅剩十来天,欧盟与美国的关税谈判仍进展殊微。 而面对美国的咄咄逼人,欧盟再次亮明了态度。 欧盟委员会主席冯德莱恩的办公室主任比约恩·塞伯特日前强调,在最后期限到来之前,欧盟内部须统一立场,随时准备反制美国的关税措施。如果欧盟想 达成一项"好协议",就必须在美国挑起的贸易战中发出"可信的威胁"。 △英国《金融时报》报道截图 "欧盟正在为各种可能性做准备" 塞伯特是在加拿大七国集团(G7)峰会结束后不久,对欧盟各国驻布鲁塞尔大使做出上述提醒的。 欧盟原指望能借这次会议之机与美国总统特朗普就关税问题当面沟通,但特朗普提前离场回国,令欧盟大为失望。 不仅如此,特朗普还在回国途中向欧盟发出新的威胁:要么向美方提出一个"合理的协议",要么"按我们的要求支付更高关税"。 △法新社报道截图 作为美国最大的贸易伙伴之一,欧盟目前被美方加征的关税除了"对等关税"缓征期间10%的"基准关税"外,还有25%的汽车关税和50%的钢铝关税。 欧盟一直希望通过谈判与美国达成一份"双赢"的新贸易协议,但在谈判过程中,美国政府的反复无常却让欧盟越来越无所适从: 就在美欧同意"加快 ...
据华尔街日报:美国在贸易谈判中将企业可持续发展尽职调查指令、欧盟的甲烷排放规定列为目标。
news flash· 2025-06-26 13:08
Group 1 - The core focus of the article is on the United States targeting corporate sustainability due diligence directives and the European Union's methane emissions regulations in trade negotiations [1] Group 2 - The U.S. aims to incorporate sustainability practices into trade discussions, reflecting a growing emphasis on environmental responsibility in corporate operations [1] - The inclusion of methane emissions regulations indicates a broader commitment to addressing climate change and reducing greenhouse gas emissions in international trade agreements [1]
据华尔街日报:消息人士称,特朗普正在推动在贸易谈判中取消欧盟气候法规。
news flash· 2025-06-26 13:04
Core Viewpoint - Trump is pushing to eliminate EU climate regulations in trade negotiations [1] Group 1 - The move is seen as a strategy to enhance trade discussions with the European Union [1] - This action may have significant implications for environmental policies and international trade relations [1]
印度消息人士称,在关税截止日期前,印度和美国的贸易谈判面临障碍。
news flash· 2025-06-26 09:47
印度消息人士称,在关税截止日期前,印度和美国的贸易谈判面临障碍。 跟踪全球贸易动向 +订阅 ...
6月26日电,据报道,印度与美国贸易谈判在7月9日最后期限前陷入僵局,二者在汽车零部件税问题上存在分歧。
news flash· 2025-06-26 09:42
智通财经6月26日电,据报道,印度与美国贸易谈判在7月9日最后期限前陷入僵局,二者在汽车零部件 税问题上存在分歧。 ...
全球经济动态追踪网络研讨会:聚焦增长、关税与市场影响
彭博Bloomberg· 2025-06-26 05:49
Core Viewpoint - The article emphasizes the significance of tariffs in shaping global trade dynamics and market outlooks, particularly in 2025, highlighting the need for timely insights and foresight to navigate the evolving landscape [3]. Group 1: Webinar Details - The upcoming webinar will focus on growth, tariffs, and market impacts, featuring Bloomberg economists and industry experts [4]. - The event is scheduled for July 10, 2025, from 14:00 to 15:00, and will be conducted in English with simplified Chinese subtitles available [2][4]. - Key topics include an in-depth analysis of U.S. economic dynamics, the current trade landscape's impact on China, and the latest developments in trade negotiations [4]. Group 2: Expert Insights - The webinar will provide insights from Anna Wong, Bloomberg's Chief Economist for the U.S., and other notable economists, aimed at dissecting the implications of tariff negotiations on various industries [2][3]. - Participants will gain access to Bloomberg's economic research models regarding the impact of tariffs, which will aid in understanding potential opportunities and risks [4].
ETO Markets 每日汇评:欧元狂飙1.18关口近在咫尺?美联储内讧曝光降息信号,今日多单必看!
Sou Hu Cai Jing· 2025-06-26 05:06
Group 1: Gold Market Analysis - Gold exhibited a volatile pattern with an intraday range of approximately 251 points, facing resistance near the H1 trend line before retreating to a low of 3312 and then rebounding, closing as a small shadow candlestick [1] - The market is currently experiencing a dual challenge with geopolitical risks and safe-haven demand potentially driving gold prices higher, while the Federal Reserve's high interest rate expectations exert downward pressure [1] - Key resistance levels for gold are identified at 3360-3363, with a short-term pullback pressure noted after breaking above the H1 trend line [1] Group 2: Euro Market Analysis - The Euro continued its bullish trend, breaking previous highs to around 1.1665, closing with a bullish candlestick, driven by optimistic economic outlooks in Europe and a weaker dollar [7] - Resistance levels for the Euro are set at 1.175 and 1.180, while support levels are at 1.157 and 1.162, with a strategy to buy on dips around 1.164-1.165 [9] Group 3: GBP/USD Market Analysis - The British Pound extended its gains to 1.3671, closing with a bullish candlestick, influenced by weak labor market signals and easing Middle East tensions, despite expectations of a rate cut by the Bank of England [12] - Key resistance levels for GBP/USD are at 1.376 and 1.381, with support at 1.358 and 1.363, recommending a buy on dips around 1.364-1.365 [14] Group 4: GBP/JPY Market Analysis - GBP/JPY broke the H1 trend line, reaching a new high of 198.6, closing with a bullish candlestick, with a pullback observed to the 38.2% Fibonacci retracement level [16] - Resistance levels are identified at 199.5 and 198.6, with support at 197.0 and 196.2, suggesting a buy on dips around 197.6-197.3 [18]