关税上调

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特朗普签署行政令上调加拿大商品关税税率
Xin Hua She· 2025-08-01 00:49
Group 1 - The U.S. government has announced an increase in tariffs on Canadian goods from 25% to 35%, effective August 1 [1] - This decision was made by President Trump and reflects ongoing trade tensions between the U.S. and Canada [1]
【环球财经】特朗普签署行政令上调加拿大商品关税税率
Xin Hua Cai Jing· 2025-08-01 00:17
新华财经纽约7月31日电(记者刘亚南张永青)白宫31日晚间发布消息说,美国总统特朗普当日已经签 署行政令,从8月1日起把加拿大输美商品关税税率从25%上调至35%。 (文章来源:新华财经) ...
特朗普宣布暂缓上调墨西哥关税90天 为双方争取时间达成新贸易协议
智通财经网· 2025-07-31 15:48
特朗普指出,与墨西哥谈判贸易协议比与其他国家更为复杂,因为"边境问题既是挑战也是资产"。 他写道:"我们已经同意将当前的协议延长90天。也就是说,在这段期间内,墨西哥将继续支付25%的 芬太尼关税、25%的汽车关税,以及50%的钢铁、铝和铜关税。" 此外,特朗普还表示,墨西哥已"同意立即取消其众多非关税贸易壁垒",但他并未具体说明所指的是哪 些壁垒。 智通财经APP获悉,美国总统特朗普周四表示,他将在未来90天内暂缓上调针对墨西哥商品的关税,以 为美墨双方争取时间达成新的贸易协议。 近期,特朗普曾威胁将对墨西哥进口商品的统一关税税率从25%上调至30%,以打击所谓的跨境犯罪和 毒品走私行为。墨西哥目前已经面临包括25%的汽车关税以及高达50%的金属商品(如钢铁、铝和铜)关 税。 不过,在与墨西哥总统克劳迪娅·谢因鲍姆(Claudia Sheinbaum)进行了一次"非常成功"的通话后,特朗普 决定暂缓加征关税的计划。 他在社交平台Truth Social上发文称:"我们之间的了解和互信越来越深。" 特朗普强调:"在接下来的90天内,我们将与墨西哥进行磋商,目标是在这段时间内签署一项贸易协 议,当然也可能需要更 ...
惠誉:美对欧关税上调不足以致命 但加剧欧盟信用压力
Huan Qiu Wang· 2025-07-30 02:23
Group 1 - The U.S. has reached a trade agreement with the EU, imposing a 15% tariff on goods imported from the EU [1] - Fitch Ratings stated that the increase in tariff levels is significant but will not directly trigger a downgrade of sovereign ratings for EU member states [1][2] - Fitch analyst Ed Parker noted that the 15% tariff aligns with the agency's assumptions since March, indicating no substantial change in economic forecasts [2] Group 2 - Despite the tariff increase not being an immediate trigger for rating actions, it may exacerbate existing credit pressures within the EU, adding uncertainty to future economic stability [2] - Parker emphasized that while the tariff will not directly lead to downgrades, it complicates the overall situation for EU countries [2]
美国对日本芯片关税将上调至15%!
国芯网· 2025-07-29 12:38
Group 1 - The US government plans to increase tariffs on semiconductors and pharmaceuticals imported from Japan to 15% as part of trade measures initiated during the Trump administration [1][2] - A reciprocal tariff agreement between the US and Japan was reached, which includes raising automobile tariffs to 15% and indicates that Japan will not receive preferential treatment compared to other countries regarding semiconductor and pharmaceutical tariffs [2] - The White House has announced details of a tariff negotiation agreement with the European Union, which includes a 15% tariff on semiconductors and pharmaceuticals, applicable to Japan as well [2]
每日机构分析:7月23日
Xin Hua Cai Jing· 2025-07-23 13:46
Group 1 - The U.S. will impose a 15% tariff on Japanese goods, lower than the previously threatened 25%, which has improved market risk appetite and reduced demand for the yen as a safe-haven asset [2] - Japan's Prime Minister Shigeru Ishiba's ruling coalition lost its majority in the recent upper house elections, raising speculation about his potential resignation and increasing political uncertainty regarding future cooperation with opposition parties [2] - Goldman Sachs predicts that U.S. tariffs will raise core inflation by approximately 1.7% over the next 2-3 years, with GDP growth forecast for 2025 revised down to 1% [3] Group 2 - The European Central Bank is expected to maintain its current monetary policy in the upcoming meeting, but there is potential for further easing due to unexpected declines in inflation in Nordic countries and uncertainties from tariffs and trade negotiations [2] - PIMCO economists suggest that President Trump is unlikely to replace Federal Reserve Chairman Jerome Powell but will use upcoming appointment opportunities to influence Fed policy direction [1][2] - Morgan Stanley highlights that if the dollar is no longer viewed as a safe investment, it could lead to significant issues, indicating a potential long-term decline in investment trends in the U.S. [3]
高盛:预计特朗普政府基础关税税率将上调至15%
news flash· 2025-07-23 05:46
Core Viewpoint - Goldman Sachs anticipates that the U.S. basic "reciprocal" tariff rate will increase from 10% to 15%, with tariffs on copper and key minerals reaching 50%, potentially exacerbating inflationary pressures and suppressing economic growth [1] Economic Impact - Goldman Sachs has adjusted its forecasts for U.S. inflation and GDP growth in light of the new tariff assumptions, reflecting the impact of import tariffs [1] - The core inflation forecast for 2025 has been revised down from 3.4% to 3.3%, while the 2026 forecast has been increased from 2.6% to 2.7%, and the 2027 forecast has been raised from 2.0% to 2.4% [1] - Tariffs are expected to cumulatively raise core prices by 1.7% over the next 2-3 years [1] GDP Growth Projections - The tariffs are projected to reduce GDP growth by 1 percentage point this year, 0.4 percentage points in 2026, and 0.3 percentage points in 2027 [1] - Consequently, Goldman Sachs has lowered its GDP growth forecast for 2025 to 1% [1]
高盛经济学家:预计美国基准“对等”关税税率将从10%上升至15%,其中铜和关键矿产的关税将高达50%,此举可能引发通胀并拖累经济增长。
news flash· 2025-07-23 05:42
Group 1 - The core viewpoint is that Goldman Sachs economists predict the U.S. benchmark "reciprocal" tariff rate will increase from 10% to 15% [1] - Tariffs on copper and critical minerals are expected to reach as high as 50% [1] - This increase in tariffs may lead to inflation and hinder economic growth [1]
美国财长贝森特:8月1日对所有国家来说都是一个“比较硬性的最后期限”。不是说关税上调后,就不能再谈了。
news flash· 2025-07-22 11:47
Core Viewpoint - The U.S. Treasury Secretary emphasized that August 1 serves as a "hard deadline" for all countries regarding tariff discussions, indicating that negotiations can continue even after tariff increases are implemented [1] Group 1 - The statement highlights the importance of the August 1 deadline for international trade relations [1] - It clarifies that the imposition of tariffs does not preclude further negotiations between countries [1]
国金高频图鉴 | 美国关税平均税率升至8.9% & 韩国7月半导体出口强劲
雪涛宏观笔记· 2025-07-20 14:14
Core Viewpoint - The article discusses the significant increase in tariffs imposed by the United States on China, reaching 48.2% in 2025, and its implications for global trade dynamics, particularly in the semiconductor and consumer goods sectors [4][6]. Tariff Changes - The average tariff rate for China is projected to rise from 10.9% in 2024 to 48.2% by May 2025, marking a substantial increase of 37.4% [3][4]. - Other countries such as the EU and Japan will also see increases in their respective tariff rates, with the EU's rate expected to rise from 1.2% to 6.7% and Japan's from 1.5% to 14.1% during the same period [3][5]. South Korea's Export Performance - South Korea's exports showed strong performance, with a year-on-year increase of 9.5% in early July, reaching $19.4 billion [9]. - Key export categories for South Korea include semiconductors, precision instruments, and automobiles, indicating resilience despite global trade tensions [9]. Real Estate Market Trends - The real estate market in China is experiencing a downturn, with transaction volumes declining by 12.1% year-on-year as of mid-July, particularly in first and second-tier cities [10]. - Price indices are also adjusting, with major cities like Beijing facing significant downward pressure on prices [10]. Consumer Electronics and Automotive Sales - Despite a decline in absolute sales figures, the consumer electronics sector in China is showing resilience, with a year-on-year sales increase of 34.6% in early July [12]. - The automotive sector also reported a 7% year-on-year growth in retail sales, with the new energy vehicle market seeing a notable increase in penetration rates [12].