欧盟贸易主管：（谈及对美贸易谈判时表示）谈判需要双方共同努力。 ...

高盛：美韩关税谈判可能比预期耗时更长 金十数据7月14日讯，高盛表示，美韩关税谈判可能比预期耗时更长，因为双方需要就美国在韩驻军成 本的分担问题重新展开协商。目前与韩国的谈判涵盖了防务费用分担事宜，这可能会拖慢谈判进程。高 盛分析师称，这一问题增加了贸易谈判的复杂性——韩国计划遵守现有的2024年协议，该协议要求韩国 在2026年承担11.1亿美元的防务费用，而特朗普总统正寻求韩国提高出资额。高盛预计，鉴于双方在制 造业、能源和造船业存在共同战略利益，最终会达成一项贸易协议。 ...

分析师：任何关税协议都可能对欧洲经济有利 金十数据7月14日讯，Edmond de Rothschild资产管理公司在一份报告中表示，特朗普总统威胁要对欧盟 征收30%的关税，但只要贸易谈判仍在继续，任何协议都可能对欧洲经济有利。该公司称：" 任何协议 对（欧洲）经济而言都将是一个好信号，如果欧洲决定不采取报复措施，就能避免更高的通胀风 险。"这家资产管理公司还表示，这也将使欧洲央行能够推进最后一次降息。然而，该公司指出，如果 贸易不确定性持续到2026年，可能会对美国的通胀产生持久影响。 ...

然而，如果关税真的实施，潜在的经济损害是巨大的。这家华尔街银行估计，持续30%的关税将使欧元 区的国内生产总值（GDP）到2026年底累计下降1.2%。 巴克莱银行的经济学家也表达了同样的情绪，预测经济活动将出现"更深的近期收缩"。他们认为，一次 大规模的关税上调可能会使欧元区的实际GDP增长再削减0.7个百分点。 美国总统特朗普威胁要对欧盟商品征收30%的关税，一些投行警告称，此举可能引发欧盟"持久且更深 的经济放缓"，并可能迫使欧洲央行降息。 上周末，特朗普以致欧盟委员会主席冯德莱恩的信函形式，公布了新的税率。他补充说，如果欧盟以更 高的关税进行报复，"那么，无论你们选择提高多少，都将在我们收取的30%基础上再叠加。" 高盛表示，致欧盟的这封信出人意料，在各方原以为贸易谈判正"富有建设性"地进行之后，它"重新点 燃了对欧元区前景的担忧"。高盛的首席欧洲经济学家Sven Jari Stehn在7月13日给客户的一份报告中 说： "话虽如此，特朗普的威胁很可能是一种谈判策略，并且（目前）我们维持我们的基线情 景，即可以达成一项维持当前关税税率的'框架协议'，其中包括对所有商品征收10%的关 税，以及对钢铁/铝 ...

Group 1 - The US Treasury Secretary, Becerra, will visit Japan for the first time since taking office, coinciding with the "US National Day" event at the Osaka Expo on July 19 [2] - The US has announced a 25% tariff on all Japanese and South Korean products starting August 1, 2025, which is slightly higher than the previously announced 24% [2][3] - Japan's trade representative, Akizawa, emphasized that the automotive sector is a core issue in negotiations, stating that the 25% tariff on cars and parts has caused significant losses for Japanese companies [3] Group 2 - The Japanese government is unlikely to show signs of compromise before the Senate elections on July 20, which may delay substantial negotiations until after that date [3] - Since July 7, Trump has sent letters to over 20 countries, including Japan and South Korea, announcing the so-called "reciprocal tariffs" [4] - Experts suggest that while there are significant differences in key areas like subsidies and technology transfer, there is an increasing momentum for bilateral and regional negotiations [5]

金十数据7月14日讯，欧盟委员会副主席谢夫乔维奇表示，欧盟和美国正在接近双方贸易谈判的良好结 果。"我们这边的感觉是，我们非常接近达成协议，"谢夫乔维奇补充说，美国总统特朗普威胁要对欧盟 征收30%的关税实际上会扼杀贸易。 欧盟贸易专员：欧盟和美国非常接近达成协议 ...

Core Viewpoint - The article discusses President Trump's recent announcement to impose tariffs on 14 countries, including Japan, South Korea, and Indonesia, with rates ranging from 25% to 40%, effective August 1. This move reflects Trump's impatience in trade negotiations and a strategy of extreme pressure to reach agreements [4]. Group 1: Tariff Announcement - Trump has set a deadline of August 1 for negotiations, threatening higher tariffs for any retaliatory actions from the affected countries [4]. - The tariffs are part of a broader strategy to expedite trade agreements amid slow negotiation progress [4]. Group 2: India's Response - India, represented by Commerce Minister Piyush Goyal, has expressed a strong stance against the U.S. tariffs, indicating a willingness to negotiate from a position of strength [7][9]. - Goyal's comments aim to boost domestic confidence and signal to the U.S. that India will not easily concede to pressure [7]. Group 3: Domestic and International Pressures on India - The Modi government faces dual pressures from both domestic opposition and the need for favorable trade terms with the U.S. [9]. - Key issues include U.S. demands for market access for genetically modified crops and tariff reductions for American auto parts manufacturers, which are contentious in India [9]. Group 4: Potential Consequences for India - If negotiations fail, India risks losing critical technology support from the U.S. and facing significant backlash in key sectors such as automotive, pharmaceuticals, and agriculture [9][11]. - There is speculation about India's reliance on the U.S. for exports and foreign investment, raising questions about its negotiating power [9]. Group 5: Opportunities for India - The article suggests that India could explore opportunities within the Chinese market to mitigate reliance on the U.S. and strengthen its position in international trade [9][11].

Group 1 - Trump announced a 25% to 40% tariff increase on 14 countries, including Japan and South Korea, effective August 1 [1] - The negotiations between the U.S. and these countries have been challenging, with significant differences, particularly regarding security issues linked to trade [1] - Trump's approach towards these countries has been aggressive and dismissive, contrasting sharply with his cautious tone when discussing China [4][6] Group 2 - The U.S. Treasury Secretary expressed a desire for respectful dialogue with China, indicating a recognition of the intertwined interests between the two nations [8] - There is concern within the Trump administration about the potential consequences of a breakdown in relations with China, especially in critical sectors like rare earths [8][10] - Trump's tariff strategy appears to be a means to achieve greater benefits, with an understanding that engaging in dialogue with China is preferable to direct confrontation [10]

Group 1 - The core viewpoint of the article highlights that the progress of trade negotiations led by Trump remains a key factor influencing copper prices [1] - China's trade data for the first half of the year is being released, and the copper import and export figures may provide new guidance [1]

韩国贸易部长：可能有必要在贸易谈判中接受美国的一些要求，改变国内法规。 ...