Group 1 - Trump's recent announcement of imposing tariffs ranging from 25% to 40% on 14 countries, including Japan and South Korea, starting August 1, has escalated global trade tensions [1][5][7] - The underlying motive behind Trump's tariff policy appears to be aimed at pressuring China by constricting trade opportunities for its neighboring countries, which are significant for China's export costs and supply chain efficiency [5][20] - The U.S. economy is facing challenges, with the first quarter GDP showing contraction and predictions for the second quarter being pessimistic, indicating a potential technical recession [7][20] Group 2 - U.S. Treasury Secretary Bessent's unexpected friendly overtures towards China, emphasizing mutual respect and cooperation, suggest underlying anxieties within the U.S. administration [11][13] - The U.S. has been attempting to exert pressure on China regarding rare earth resources, but China's strengthened export controls have enhanced its leverage in the global rare earth market [13][16] - China's response to U.S. pressures has been measured, maintaining control over rare earth resources while allowing some U.S. companies access to its market, showcasing its confidence and patience [16][22] Group 3 - The ongoing trade rivalry between the U.S. and China is far from over, with rare earth issues likely to remain a central topic in negotiations, where China's control gives it a favorable position [20][22] - The potential rifts in U.S. relations with traditional allies may provide China with more diplomatic space, as countries like Japan and South Korea might seek a balanced approach with China amid economic pressures [22]

Core Viewpoint - The recent announcement by Trump to impose tariffs on Canadian goods has prompted Canada to seek support from China, indicating a shift in international trade dynamics and alliances [1][3][5]. Group 1: Tariff Announcement and Implications - On July 10, Trump announced tariffs of up to 35% on Canadian imports, citing Canada's high tariffs on U.S. dairy products as a significant threat to U.S. economic and national security [3][5]. - This move is seen as part of a broader strategy to restart a global trade war, with 23 countries receiving similar tariff notifications, including major economies like Japan and Brazil [5][6]. - The decision to target Canada, despite its status as a close ally and major trading partner, reflects Trump's "America First" policy and the need to demonstrate quick results to his voter base [6][8]. Group 2: Canada's Response and Shift Towards China - Following the tariff announcement, Canadian Foreign Minister Anand met with Chinese Foreign Minister Wang Yi, expressing a desire to "recalibrate" Canada-China relations and restore cooperation across various sectors [8][9]. - Canada's pivot towards China is driven by the unpredictability of U.S. trade policies, which have repeatedly put Canada at a disadvantage, and the need to diversify its economic partnerships [9][11]. - The meeting signaled a willingness from both Canada and China to engage in constructive dialogue and explore mutually beneficial cooperation, highlighting the potential for a stronger economic relationship [9][11]. Group 3: Broader Trade Dynamics - The current trade tensions and the U.S.'s aggressive tariff policies are eroding its credibility in the international trade system, pushing countries like Canada to seek alternative partnerships [11]. - China's commitment to multilateralism and free trade positions it as a stable and reliable partner for countries looking to reduce dependence on the U.S. market [8][11].

2025年7月，一场由特朗普总统发起的"关税风暴"席卷全球，标志着美国全球霸权的深刻裂痕。这场看似荒唐的贸易战，实则暴露了美国国际信誉的崩塌以 及其霸权地位的衰落。其核心，是一封措辞强硬、数据错误百出，甚至使用了"复制粘贴"模板的威胁信件，被巴西总统卢拉原封退回。这封信，成为了美国 霸权时代走向终结的象征性标志。 这场风暴的导火索是特朗普政府对巴西商品征收50%的关税，理由是所谓的"贸易逆差"和"政治迫害"。然而，巴西外交部很快查明，信中所述的贸易逆差根 本不存在，美国对巴西长期保持贸易顺差，2024年高达68亿美元，2025年第一季度更是达到6.53亿美元，15年累计顺差更是高达4100亿美元。如此低劣的错 误，甚至连最基本的证据都无法自圆其说，暴露了美国政府在国际事务中的草率与傲慢。 卢拉总统的回应干脆利落，他毫不犹豫地退回了这封充满谎言的信件，并召见美国代办要求解释。他在社交媒体上简洁有力的回应："巴西不会接受任何人 的控制"，宣示了巴西以及其他国家拒绝美国霸凌的决心。这一事件，也迅速点燃了全球对美国单边主义行径的抵制。 但这封信的荒唐背后，隐藏着更阴暗的政治算计。特朗普政府利用关税作为武器，并非仅仅为 ...

2025年盛夏的十字路口：全球金融在深夜的抉择 高盛的紧急预测与降息逻辑 世界经济的巨轮驶入2025年盛夏的十字路口，每个深夜传来的消息都可能成为改变航向的海风。货币政策、地缘博弈与国家战略在历史的节点上交汇，世界 永远在深夜的消息与黎明的市场反应间，重塑它的面貌。这一关键时刻，由7月7日深夜爆发的四重奏拉开序幕，最终在7月9日高盛的紧急报告中达到高潮。 金融风暴前的预兆：7月7日深夜的四重奏 7月7日，全球金融市场被四大重磅消息接连震动，如同深夜惊雷，预示着风暴的来临。首先，美国总统特朗普在社交媒体上发布关税威胁，任何与金砖国 家"反美政策"保持一致的国家将面临额外10%的关税。这道深夜推文如同闪电划破国际经贸夜空，全球贸易市场瞬间紧张起来。同时，美国政府宣布将于当 日中午公布与贸易伙伴的关税信函或协议，为8月1日起最高达70%的惩罚性关税铺路。 几乎与此同时，乌克兰战场上演了开战以来最大规模的无人机袭击。数百架无人机如同复仇蜂群，袭击了俄罗斯境内16个地区，从南部罗斯托夫到西部卡卢 加，从西北部圣彼得堡到首都莫斯科，甚至远至540公里外的克拉斯诺扎沃茨克化工厂——这座为俄国防部生产多管火箭炮和弹药的关键设 ...

The president announced tariffs on a larger group of trading partners, reigniting a trade war that looked to be on pause for several months.*Stock prices used were the afternoon prices of July 8, 2025. The video was published on July 10, 2025. ...

Group 1 - The U.S. is intensifying its tariff pressure strategy to enhance its influence and compel trade partners to make concessions on various political issues [3] - The U.S. has threatened to impose a 50% tariff on imports from Brazil, using punitive tariffs for non-trade-related matters, which has been criticized as interference in Brazil's internal affairs [3] - The recent tariff notifications from the U.S. have been described as a "political performance," with unclear demands that may further limit cooperation with exporting nations, particularly in Asia [5] Group 2 - Starting August 1, the U.S. will impose a 35% tariff on imports from Canada, leading to increased anti-American sentiment among Canadian consumers who are pledging to boycott U.S. products [7] - The trade war is damaging not only trade relations but also the foundational trust and cooperation between the U.S. and Canada [7] - The U.S. is facing supply-demand imbalances across multiple industries, and the imposition of tariffs is seen as a blunt tool that will inevitably lead to increased costs for American consumers [9]

" 这些国家都要付钱 " 【环球时报驻美国特约记者 冯亚仁 环球时报特约记者 裴茗 杨晨】当地时间10日，加拿大成为又一个受到关税威胁的美国盟友——美总统特朗普在社交媒体 上发布致加拿大总理卡尼的信函，宣布美国将自8月1日起对从加拿大输入美国的商品加征35%关税，且该关税将区别于所有已宣布的行业关税单独执行。同 一天深夜，卡尼回应说，加方将坚定维护本国从业者和产业的利益。美国有线电视新闻网（CNN）称，华盛顿的举动是与渥太华"贸易战"的"急剧升级"，也 是美政府"拉锯政策"的最新例证，美国的关税"一星期一变，甚至在某些案例中一小时一变"，让投资者、贸易伙伴乃至普通美国民众来不及应对。《卫报》 等英媒形容，在美政府时隔3个月重启"全球贸易战"的这一周，充斥着威胁与困惑。 "加拿大没有与美国合作，而是以关税进行报复。"特朗普在致卡尼的信中称，若加方决定提高对美关税水平，无论增加税额是多少，美国将在35％关税基础 上对等增加。他指责加拿大向美国奶农征收"极高关税"，并称美国对加拿大的贸易赤字对美国经济和国家安全构成"主要威胁"。 美国《纽约时报》11日称，尚不清楚特朗普所说的税率是否适用于所有加拿大商品，或者这项关 ...

Core Viewpoint - Delta Air Lines is addressing aircraft shortages by dismantling engines from new Airbus jets in Europe and shipping them to the U.S. tax-free to reactivate grounded planes [1][3]. Group 1: Aircraft Shortage Solutions - Delta Air Lines has been removing engines from its new Airbus A321neo aircraft in Europe and shipping them to the U.S. to resolve aircraft shortages [1]. - The airline has grounded some older A320neo series planes due to issues with their original engines [1]. Group 2: Trade and Tariff Implications - The inability to import new aircraft is partly due to a 10% tariff on European-made planes, a consequence of trade tensions initiated by former President Trump [1]. - Delta's CEO Ed Bastian confirmed that the airline is transporting a "small number" of new engines and intends to continue this practice to avoid tariffs [3]. - Earlier this year, Delta Air Lines transported new Airbus long-haul aircraft via Japan to circumvent import costs [3].

Core Viewpoint - The trade war initiated by U.S. President Donald Trump has led Canadians to avoid American products, with a significant portion of the population expressing a desire to reduce U.S. stock holdings in retirement accounts and pension funds [1] Summary by Relevant Categories Public Opinion - A recent poll conducted by Nanos Research for Bloomberg indicates that nearly half of Canadians (47%) believe pension fund managers should decrease their holdings in U.S. assets [1] - Only 9% of respondents think that funds should increase their allocation to the U.S. [1] Timing of the Survey - The survey was conducted in early July, prior to Trump's latest escalation of tariff threats against Canada [1]

Core Viewpoint - The announcement of new tariffs by President Trump has intensified concerns over the trade war, leading to a resurgence in gold prices, which briefly surpassed the $3340 mark, with expectations of further upward movement towards $3350 [1][3]. Group 1: Market Reactions - Trump's recent tariff measures include a 50% tariff on copper imports from all countries except Canada and similar tariffs on Brazilian goods, alongside hints of a potential 15%-20% general tariff, prompting a surge in safe-haven investments in gold [3]. - Despite the rise in gold prices, two factors are limiting its growth: a 0.3% short-term increase in the US dollar index, which is expected to rise by 0.8% weekly, and unexpectedly strong US employment data, which has reduced market expectations for aggressive rate cuts by the Federal Reserve [3]. Group 2: Technical Analysis - On the daily chart, the Bollinger Bands are narrowing, with gold prices hovering near the middle band, indicating strong bullish momentum. The $3350 level is a key resistance, while $3280 serves as critical support [4]. - The 4-hour chart shows a flat Bollinger Band, with gold prices currently below the upper band. The MACD indicator is in a bullish crossover, and the RSI indicates a strong demand for a rebound, with attention on the support at $3280 and resistance at $3350 [4]. - The 1-hour chart indicates an expanding Bollinger Band, reflecting significant short-term volatility. The MACD is in a bullish crossover, and the RSI shows strong momentum, with support at $3280 and resistance at $3350 [5].