金十数据7月11日讯，加拿大总理卡尼10日晚对美国总统特朗普新的关税威胁作出回应，表示将加强与 世界各地贸易伙伴的关系，以应对美方关税威胁。收起稍早前，特朗普宣布将自8月1日起对从加拿大进 口的商品征收35%的关税。他当天在社交媒体平台"真实社交"上发布致卡尼的信函，批评加拿大对美国 此前征收的关税进行报复。卡尼在社交媒体上回应说，在当前与美国的贸易谈判中，加拿大政府一直坚 定维护本国工人和企业的利益。"我们将继续这样做，并朝着8月1日这一最后期限努力。"卡尼还说，加 拿大联邦政府、各省和地区准备新建一系列符合国家利益的重大项目，并正在加强与世界各地贸易伙伴 的关系。 加总理：将加强全球贸易应对美关税威胁 ...

Group 1 - Brazilian President Lula stated there is no obligation to conduct trade in US dollars and emphasized the need to seek other trade partners [1][2] - Lula mentioned that trade with the US accounts for only 1.7% of Brazil's GDP, indicating that Brazil can survive without the US [1] - The proposed 50% tariff by Trump could severely impact key Brazilian export sectors, including steel products, transportation equipment, and non-metallic minerals [2] Group 2 - The US is Brazil's second-largest trading partner, following China, and the proposed tariffs are politically motivated, linked to the judicial proceedings against former President Bolsonaro [2] - Brazil currently has a trade deficit with the US, importing approximately $44 billion worth of US products while exporting about $42 billion [2]

Group 1 - The announcement by President Trump to impose a 50% tariff on all exports from Brazil has led to significant volatility in the Brazilian financial market, with the Ibovespa index falling by 0.54% to 136,743.26 points and the USD/BRL exchange rate rising by 0.69% to 5.5416 BRL [1] - The new tariff, effective from August 1, is a substantial increase from the previously proposed 10% tariff announced in April, raising concerns about the impact on Brazil's industrial exports and the overall economic relationship between the two countries [1][2] - Brazil's Vice President Alckmin criticized the tariff increase, stating that Brazil's trade with the U.S. is balanced and that the measure is unfair, potentially harming the U.S. economy as well [1] Group 2 - The Brazilian economy is facing greater policy coordination challenges due to the sudden shift in external trade conditions and increasing inflationary pressures, as indicated by the rising consumer price index [3]

Core Viewpoint - The Brazilian government views the 50% tariff imposed by the U.S. on Brazilian goods as an "unjust measure" and is seeking alternative markets for exports, particularly in the Middle East and South Asia [1] Group 1: Government Response - Brazilian Agriculture and Livestock Minister Carlos Favaro criticized the U.S. tariff as an "unjust measure" [1] - The Brazilian government has informed the U.S. Embassy that it will return a letter from President Trump and has summoned the U.S. Chargé d'Affaires to explain certain parts of the letter regarding former President Bolsonaro [1]

Group 1 - The core point of the news is that the announcement by U.S. President Trump to impose a 50% tariff on all Brazilian products starting August 1, 2025, has led to a significant decline in Brazilian assets, including a drop of over 1% in the IBOVESPA index and a 0.7% decrease in the Brazilian real against the U.S. dollar [1][3] - The iShares MSCI Brazil ETF, which tracks Brazilian stocks, fell by 3.2% in pre-market trading on Thursday, indicating a negative market sentiment towards Brazilian assets [1] - The market is expected to face greater volatility in the future due to the unexpected nature of the tariff announcement, which was significantly higher than the initially anticipated 10% rate, and the lack of a clear negotiation path between the U.S. and Brazil [3] Group 2 - Trump's statement linked the tariff decision to political issues, citing "insidious attacks on free elections in Brazil" and violations of basic free speech rights for Americans, which adds a layer of complexity to the trade relationship [3] - Brazilian President Lula's response indicates a firm stance against external pressure, but insiders suggest that he may have limited options to avoid the tariff due to legal constraints beyond his control [3] - Analysts from Ativa Investimentos noted that this tariff introduces a new risk-averse factor for Brazilian assets, potentially increasing market volatility and prompting investors to reassess companies with high cash flow and significant exposure to the U.S. market [3]

4. 哈萨克斯坦总统托卡耶夫致信美国总统特朗普称，他准备就贸易问题进行建设性对话，有信心在贸易 问题上达成妥协。(哈萨克斯坦被威胁于8月1日起征收25%关税) 5. 欧盟委员会主席冯德莱恩周四表示，欧盟正在 "不停地"努力与美国达成协议，以尽可能降低贸易关 税。 6. 新加坡贸工部长称，将在7月访美时讨论药品关税问题。新加坡尚未收到特朗普政府的信函，其出口 商品需缴纳美国4月份宣布的10%基准关税。 7. 印度贸易部的一位消息人士周四表示，印度代表团预计将很快访问美国，继续贸易谈判，目标是在 2025年秋季之前达成初步协议。 金十整理：特朗普威胁征税，巴西硬刚"以牙还牙"，多国寄希望于谈判 1. 巴西总统卢拉发表声明回应称，关于"美国在与巴西的贸易中存在逆差"的说法纯属虚假信息，任何单 方面加征关税的措施都将依据巴西《商业互惠法》予以对等回应。(巴西被威胁于8月1日起征收50%关 税) 2. 菲律宾经济事务部长周四表示，美国决定对该国出口产品征收20%关税，菲律宾为此感到担忧，但将 继续进行谈判。菲律宾官员定于下周前往美国与美方官员会谈。 3. 日本政府消息人士称，日本正寻求在美国财政部长贝森特下周7月19日 ...

Group 1 - Most Asian currencies remained stable as investors digested President Trump's latest trade tariff measures and the uncertainty surrounding the Federal Reserve's interest rate outlook led to limited market volatility [1][4] - The US dollar index fell by 0.1% during the Asian trading session, continuing a mild downward trend [1] - Trump announced a 50% tariff on copper imports effective August 1, aimed at promoting the domestic copper industry, and raised the reciprocal tariff on Brazil from 10% to 50% [3] Group 2 - The South Korean won depreciated by 0.1% against the US dollar, while the Japanese yen remained stable [4] - The onshore and offshore Chinese yuan exchange rates against the US dollar remained stable [5] - The Singapore dollar remained steady against the US dollar, while the Indian rupee fell by 0.1% [6] Group 3 - The minutes from the Federal Reserve's June 17-18 meeting indicated that only a few officials supported a rate cut in July, with most expressing concerns about inflation risks driven by Trump's tariff policies [7] - Most policymakers expect that a rate cut will be appropriate later this year, making it difficult for the dollar to find a clear direction [8] - The Federal Reserve's narrative remains a major driver in the foreign exchange market, with market attention shifting towards upcoming economic data due to the volatility and unpredictability of US trade policies [8]

Group 1 - The core viewpoint of the article is that the U.S. is imposing new tariffs on products from eight countries, with varying rates based on the country, starting from August 1, 2025 [2] - The tariffs include a 20% rate on products from the Philippines, 25% on products from Brunei and Moldova, 30% on products from Algeria, Iraq, Sri Lanka, and Libya, and a significant 50% on products from Brazil [2] - Brazil's Vice President criticized the U.S. tariffs as unfair, highlighting that Brazil has a trade surplus with the U.S. and questioning the rationale behind the increased tariffs [3] Group 2 - The Vice President of Brazil pointed out that the new tariffs could harm the U.S. economy, as the trade relationship is interconnected, particularly in sectors like steel and metallurgical coal [3]

当地时间7月9日，特朗普在其社交媒体平台"真实社交"上发布了致巴西有关加征关税的信函，表示美国 将自2025年8月1日起对所有巴西产品征收50%的关税。（央视新闻） 当地时间7月9日，巴西总统卢拉表示，巴西不会接受被任何人控制，对于美国总统特朗普单方面宣布提 高巴西输美产品的关税，巴西将予以回应。 ...

据CCTV国际时讯，对于美国总统特朗普当地时间7月9日通过社交媒体宣称将从8月1日起对进口自巴西 的产品征收50%关税，巴西总统卢拉发表声明回应称，关于"美国在与巴西的贸易中存在逆差"的说法纯 属虚假信息，美国官方统计数据显示，过去15年间，美国在对巴西的商品和服务贸易中累计实现4100亿 美元顺差。鉴于此，任何单方面加征关税的措施都将依据巴西《商业互惠法》予以对等回应。卢拉强 调，国家主权、相互尊重以及对巴西人民利益的坚定捍卫，始终是巴西处理国际关系的核心准则。 ...