特朗普宣布美欧达成贸易协议：15%关税+6000亿美元对美投资 金十数据7月28日讯，当地时间7月27日，美国总统特朗普表示，美国已与欧盟达成贸易协议，对欧盟输 美商品征收15%的关税。特朗普表示，欧盟将比此前增加对美国投资6000亿美元，欧盟将购买美国军事 装备，并将购买价值7500亿美元的美国能源产品。特朗普表示，有关钢铁和铝的关税将保持现状，能源 是这份协议的关键部分，协议将有利于汽车行业，对农业也将产生重大影响，美国将在芯片领域投入大 量精力，英国首相对这份协议感到高兴。美国商务部长卢特尼克表示，美国将在两周之内确定有关芯片 的关税政策。 ...

确认将在8月1日之前（发送更多）关税信函。 将对其他国家实施尽可能低的关税。 美方期待与3-4个国家达成（新版）协议。 美国总统特朗普：英国首相斯塔默将对（美国与）欧盟的贸易协议感到欣慰。 ...

美国总统特朗普：在与欧盟的最新贸易协议中，钢铁（关税）将维持原状。 ...

Group 1 - Bitcoin's price increased from 0.9% to 1%, reaching $119,000 [1] - President Trump announced a significant trade agreement with the EU, marking an unprecedented deal [1] - The EU will agree to purchase $750 billion worth of energy from the United States [1]

大家好，简单关注一下关税的新消息。 8月1日是最后期限不再延长 美国商务部长卢特尼克周日表示，美国对其贸易伙伴加征关税的最后期限为8月1日，此日期已确定，不 会再有延期。 报道说，此次北京之行由美中贸易全国委员会组织，代表团由该委员会董事会主席、联邦快递首席执行 官拉杰·苏布拉马尼亚姆带队。 报道还说，目前代表团完整成员名单及行程尚未公布，但两名消息人士均表示，波音公司的一些高管及 美中贸易全国委员会会长谭森确定会加入代表团。 一名消息人士称："他们预计将与中国官员会面，有可能重启商业领域相关磋商。" 美中贸易全国委员会经常组织访华活动。 报道称，此次即将到来的访问将是自美国总统特朗普今年4月启动新一轮关税战以来，美国派出的最高 级别商界代表团。 特朗普将与欧盟主席冯德莱恩会面，试图达成贸易协议 卢特尼克在接受节目采访时表示："所以，没有延期，没有额外宽限期。8月1日关税正式生效，海关将 开始征收关税，就这么开始了。" 他补充说，即便关税开始生效，正在与欧盟官员进行谈判的特朗普仍愿意继续进行磋商。 关于欧盟方面，卢特尼克表示："他们当然希望能达成协议，但这取决于特朗普总统，他是这场谈判的 主导者。我们已经摆好 ...

Core Viewpoint - The article discusses the impending trade tensions between the United States and the European Union, highlighting the potential for increased tariffs and the urgency for both parties to reach a trade agreement before the August 1 deadline [1][2][4]. Group 1: Tariff Developments - The U.S. Secretary of Commerce, Wilbur Ross, announced that the U.S. will not extend the tariff deadline set for August 1 [2]. - The EU plans to impose tariffs on nearly €100 billion worth of U.S. goods if a satisfactory trade agreement is not reached by the deadline [1][2]. - The EU's initial response includes merging two lists of U.S. goods worth €210 billion and €720 billion for potential tariffs, which could take effect on August 7 [2][3]. Group 2: Trade Negotiations - EU Commission President Ursula von der Leyen is scheduled to meet with U.S. President Trump to discuss a trade agreement, with Trump suggesting a 50% chance of reaching a deal [1][4]. - The proposed agreement may involve a 15% baseline tariff on most EU goods, which is seen as better than the threatened 30% tariff [5]. - Over 70% of EU export goods are currently facing U.S. tariffs, with steel and aluminum at 50%, and automotive products at 25% [4]. Group 3: Economic Implications - The uncertainty surrounding the trade negotiations has led to a pause in interest rate cuts by the European Central Bank, which is concerned about the impact of U.S. tariffs on the Eurozone economy [6]. - The ECB's current economic outlook is described as "exceptionally uncertain," primarily due to the unclear future of U.S.-EU trade talks [6]. - Analysts suggest that the tariffs could trigger further rate cuts or impact the Eurozone's export structure, leading to inflationary pressures [6]. Group 4: Broader Trade Context - Since July 9, the U.S. has only finalized trade agreements with a few countries, including Japan, the Philippines, and Indonesia, while negotiations with the EU and others remain challenging [7][8]. - Trump indicated that most agreements would be finalized by August 1, with potential tariffs ranging from 10% to 50% on various countries [8].

Group 1 - The U.S. Secretary of Commerce, Wilbur Ross, announced that the deadline for imposing additional tariffs on August 1 will not be extended, indicating a firm stance from the U.S. government [1] - The negotiations between the U.S. and the EU aim to open European markets for U.S. exports, with the key issue being whether the EU's proposed agreement is sufficient to persuade President Trump to abandon the 30% tariff threat [1] - The EU has warned that if a satisfactory trade agreement is not reached before the August 1 deadline, it will implement countermeasures against U.S. tariffs, with potential measures set to take effect on August 7 [1] Group 2 - In 2024, the total goods trade between the U.S. and the EU is projected to be approximately $975.9 billion, which is higher than trade with any other single economy [2] - The U.S. trade deficit with the EU for goods in 2024 is expected to be $235.6 billion, reflecting a 12.9% increase from the previous year [2]

Core Viewpoint - The article discusses the impending trade negotiations between the United States and the European Union, highlighting the potential for new tariffs and the urgency for both parties to reach an agreement before the August 1 deadline [1][2]. Group 1: Trade Negotiations - U.S. Secretary of Commerce Wilbur Ross stated that the deadline for imposing new tariffs on August 1 will not be extended [1] - The goal of the negotiations is for the EU to open its markets to U.S. exports, with the adequacy of the EU's proposals being a critical factor for President Trump's decision on tariffs [2] - If a satisfactory trade agreement is not reached by August 1, the EU has indicated it will implement countermeasures against U.S. tariffs starting August 7 [2] Group 2: Tariff Implications - President Trump announced a 30% tariff on EU goods starting August 1, citing significant trade imbalances as the reason [2] - The EU has postponed its planned countermeasures to allow for further negotiations, but remains prepared to act if no agreement is reached [2] Group 3: Trade Data - In 2024, the total trade in goods between the U.S. and the EU is projected to be approximately $975.9 billion, with a trade deficit of $235.6 billion for the U.S., representing a 12.9% increase from the previous year [3]

Core Viewpoint - The U.S. will not extend the tariff deadline of August 1, and negotiations with the EU are crucial for avoiding a trade conflict [1] Group 1 - U.S. Secretary of Commerce Ross stated that the goal of negotiations with the EU is to open European markets for U.S. exports [1] - The adequacy of the agreement offered by the EU is in question, as it needs to be compelling enough for President Trump to abandon the 30% tariff threat [1] - European leaders have indicated that if a satisfactory trade agreement is not reached before the August 1 deadline, the EU will implement countermeasures against U.S. tariffs [1] Group 2 - The EU Commission spokesperson stated that if negotiations fail, countermeasures will take effect on August 7 [1]

Report Industry Investment Rating - The rating for the US dollar is "Oscillation" [5] Core Viewpoints of the Report - The market risk appetite remains high, with most stock markets rising, and most bond yields increasing. The US Treasury yield slightly dropped to 4.39%. The US dollar index fell 0.85% to 97.6, and most non - US currencies appreciated. Gold prices dropped 0.4% to $3337 per ounce, the VIX index dropped to 14.9, the spot commodity index rose, and Brent crude oil dropped 2.4% to $69.4 per barrel [1][5][9] - The US economic data is mixed but still shows some resilience. The Fed is expected to keep rates unchanged in July, but internal differences are increasing. The ECB also kept rates unchanged in July, and the market's expectation of an ECB rate cut this year has decreased [2][11] - The short - term market risk appetite will continue to be relatively optimistic, and the US dollar index will maintain an oscillating trend in the short term with continued downward pressure in the medium term [37] Summary by Relevant Catalogs 1. Global Market Overview This Week - Market risk appetite is high, most stock markets rise, most bond yields increase, and the US Treasury yield slightly drops to 4.39%. The US dollar index falls 0.85% to 97.6, most non - US currencies appreciate, gold prices drop 0.4% to $3337 per ounce, the VIX index drops to 14.9, the spot commodity index rises, and Brent crude oil drops 2.4% to $69.4 per barrel [1][5][9] 2. Market Trading Logic and Asset Performance 2.1 Stock Market - Global stock markets mostly rise. The S&P 500 index rises 1.46%, the Shanghai Composite Index rises 1.67%, the Hang Seng Index rises 2.27%, and the Nikkei 225 index rises 4.11%. The US economic data is mixed, the Fed is expected to keep rates unchanged in July but with internal differences, and the ECB also keeps rates unchanged [10][11] - The domestic stock market sentiment is high, the Shanghai Composite Index breaks through 3600 points, and the market style rotates rapidly [13] 2.2 Bond Market - Global bond yields mostly rise, and the 10 - year US Treasury yield slightly drops to 4.39%. Eurozone government bonds mostly rise, and emerging - market bond yields mostly recover. The US economic data is okay, the ECB pauses rate cuts, and bond yields still have room to rise [14][18][20] - The 10 - year Chinese government bond yield rises to 1.739%, the Sino - US interest rate spread inversion narrows to 264bp, and the domestic bond market shows a significant correction [22] 2.3 Foreign Exchange Market - The US dollar index falls 0.85% to 97.6, and most non - US currencies appreciate. Offshore RMB rises 0.19%, the euro rises 0.98%, the pound rises 0.16%, the yen rises 0.75%, the Swiss franc rises 0.74%, the Mexican peso rises 1.07%, and the Korean won, Australian dollar, New Zealand dollar, and ringgit all rise [27][29][30] 2.4 Commodity Market - Spot gold drops 0.4% to $3337 per ounce. After the US - Japan agreement, the market expects the US - EU agreement to be reached. The US economic data supports the Fed to continue pausing rate cuts, and the ECB also pauses rate cuts in July. Gold should beware of correction risks [31][33][34] - Brent crude oil drops 2.4% to $69.4 per barrel. The crude oil supply - demand pattern is weak, and the spot commodity index rises, but the market starts to fluctuate sharply on Friday [34] 3. Hotspot Tracking - The US - Japan trade agreement is reached. The US will impose a 15% tariff on Japanese imports, lower than the previously threatened 25% level. Japan needs to invest $550 billion in the US, with 90% of the profits going to the US [3][35][36] 4. Next Week's Important Event Reminders - From July 27th to 30th, there will be high - level China - US trade negotiations in Sweden. There are also important economic data releases such as the US 5 - month housing price index, 6 - month job vacancies, and 7 - month consumer confidence. The Fed and the BoJ will announce their July interest - rate meeting decisions, and the US will release its 7 - month non - farm payroll report [38]