" 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].

Core Viewpoint - Gold prices have been on the rise for three consecutive days, with expectations for a weekly gain, driven by renewed trade war concerns following President Trump's announcement of new tariffs [1][2][3]. Group 1: Market Dynamics - Gold prices are experiencing upward momentum, with traders closely monitoring trade developments amid a quiet U.S. economic calendar [2]. - Safe-haven investments have resurfaced in the Asian trading session due to President Trump's tariff statements, leading to a cautious market sentiment [3]. - Trump's threats to impose a 35% tariff on goods imported from Canada, effective August 1, have dampened optimism regarding trade negotiations between Washington and Europe [4]. Group 2: Investor Sentiment - The instability of Trump's trade policies has weakened investor confidence, reigniting demand for both the U.S. dollar and gold as safe-haven assets [5]. - Despite the dollar's rebound, gold buyers remain undeterred, with anxiety surrounding the upcoming U.S. Consumer Price Index (CPI) data, which may provide insights into the Federal Reserve's interest rate decisions [5]. Group 3: Technical Analysis - Gold prices are rebounding from the 38.2% Fibonacci retracement level of $3,297, reclaiming the 50-day simple moving average (SMA) at $3,325 [9]. - The 14-day Relative Strength Index (RSI) has surpassed the midline, currently near 50.50, indicating a positive shift in market sentiment towards precious metals [10]. - A daily close above the 50-day SMA at $3,323 is necessary for buyers to challenge the 21-day SMA at $3,344, with potential resistance at the 23.6% Fibonacci retracement level of $3,377 [11].

Core Viewpoint - Chinese companies are increasingly acquiring French firms in key industrial sectors such as chemicals, automotive, and energy, indicating a rapid expansion of Chinese investment in Europe, particularly in France [1][2]. Group 1: Recent Acquisitions - In April, China's Wanhua Chemical Group acquired the specialty isocyanate business of French chemical flagship Vencorex through its Hungarian subsidiary Borsodchem, approved by the Lyon Commercial Court [1]. - In May, Suzhou-based Dongshan Precision Investment Co. spent €100 million to acquire French automotive parts contractor GMD Group, which supplies major manufacturers like Renault and Stellantis [1]. - Simultaneously, China's Wanrun Group successfully acquired French hydrogen-powered bus manufacturer Safra, with approval from the Albi Commercial Court [1]. Group 2: Investment Trends - Chinese investment in France has grown significantly since 2010, increasing tenfold by 2017 to reach €15 billion, with 2023 investments at €13.5 billion, a 5% year-on-year increase [2]. - Despite a decrease in investment momentum expected in 2024 due to protective measures by France, recent months have shown a slight recovery in Chinese investments [2][3]. - China ranks eighth in terms of investment amount and acquisitions in France from 2020 to 2025, trailing behind the US and UK [3]. Group 3: Strategic Shifts - Chinese investments have evolved from minority stakes and small-scale direct investments to larger projects, with a focus on high-end sectors such as energy transition [3]. - Notable investments include a €2 billion battery factory by Envision Group in northern France and a €1.5 billion lithium battery materials factory by XTC in partnership with Orano [3]. Group 4: Employment and Presence - Approximately 900 Chinese subsidiaries operate in France, employing over 50,000 people, primarily large conglomerates or state-owned enterprises [4]. - Despite this presence, France is not the primary target for Chinese investments in Europe, with Hungary attracting a significant share of investments in the electric vehicle sector [4]. Group 5: Future Outlook - The increasing number of struggling French companies may lead to more acquisitions by Chinese firms, as France has identified sensitive industries requiring prior approval for foreign acquisitions [4]. - The ongoing US-China trade tensions may push China to expand its investments in Europe, including France, as a means to manage excess production capacity [5].

Core Viewpoint - The proposed 50% tariff on Brazilian beef imports by the Trump administration could significantly increase hamburger prices in the U.S. due to declining domestic beef production and increased reliance on imports [1][2]. Group 1: Impact on Beef Prices - U.S. beef prices have reached record levels this year, with total production expected to decline by 2% to 26.4 million pounds, as farmers have reduced the cattle herd to the lowest level in over 70 years [1]. - The imposition of a 50% tariff would raise the effective tariff rate on Brazilian beef imports to approximately 76% for the remainder of the year [2]. Group 2: Supply Chain Adjustments - Food manufacturers are increasing imports, with U.S. imports of Brazilian beef more than doubling in the first five months of the year to 175,063 tons, accounting for 21% of total U.S. beef imports [1]. - Analysts suggest that importers may seek to source beef from higher-cost suppliers in Australia, Argentina, Paraguay, and Uruguay due to the increased tariffs [3]. Group 3: Restaurant Industry Implications - The increased tariffs may lead to changes in restaurant menus and food costs as establishments search for new suppliers to maintain stable supply chains [4]. - The National Restaurant Association indicates that restaurants across the country rely on a stable supply of imported goods that cannot be produced domestically [3].

Group 1 - The ongoing US-China trade war has entered a new phase, with Washington showing unprecedented urgency to engage in high-level talks with China to address key trade issues [1][3] - The upcoming expiration of the 24% tariffs on Chinese goods, set for early August, is a significant catalyst for this diplomatic push, as the end of the 90-day buffer period agreed upon in Geneva looms [3][5] - The US administration is facing a dilemma regarding the tariffs; reinstating them could lead to a stock market crash, while removing them could damage the US's political standing [5][9] Group 2 - The US's agricultural trade strategy has become more complex, with American soybean exports to China experiencing significant volatility, prompting pressure from Midwestern farmers on Washington [7][9] - The US's previous hardline stance on companies like Huawei and ZTE has backfired, as other countries have filled the void in the Chinese market, highlighting the challenges the US faces in regaining market share [9][10] - The negotiations are complicated by the need to balance actual interest distribution with political optics, as domestic anti-China sentiment remains high [12][15] Group 3 - The August talks present an opportunity for both sides to reassess past grievances and losses, emphasizing that international relations are not won by sheer volume but by pragmatic cooperation [15]

Core Insights - The U.S. restaurant industry is facing significant challenges due to increased costs from tariffs on imported food ingredients, equipment, and packaging materials, which began on April 2 [1][2] - Consumer willingness to dine out has decreased, compounded by the financial strain from tariffs, leading to a negative outlook for the industry as noted by Fitch Ratings [2] Cost Increases - The cost of disposable items, such as bowls, has risen by 25%, from approximately $25 per box to $35 since March [2] - The price of disposable gloves has increased from $32 in January to $39 in recent orders [2] - Imported goods like wine and coffee have seen price increases of $0.50 to $1, with some raw material costs rising by 20% to 30% over six months [2][3] Business Responses - Businesses are adopting varied strategies to cope with the financial pressures; some are shifting to digital operations while others are passing costs onto consumers [2] - The typical profit margin for restaurants is low, often in single digits, making them particularly vulnerable to rising costs [3] Economic Implications - Economists are monitoring whether tariffs will lead to broader inflation and more cautious consumer spending this summer [5] - The uncertainty caused by the government's tariff announcements has led businesses to delay investments [5]

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