Group 1 - The U.S. government announced a 39% tariff on Swiss imports, effective August 7, which is higher than the previous 31% tariff and more than double the tariff on EU imports, making Switzerland the hardest-hit European country by U.S. tariffs [2] - Switzerland's trade surplus with the U.S. exceeded $38 billion in 2024, prompting the U.S. to impose these high tariffs due to concerns over trade imbalances [2] - The Swiss government expressed dissatisfaction with the U.S. decision, highlighting that the trade surplus is not based on unfair practices and that they have unilaterally eliminated all industrial tariffs since January 1, 2024, allowing over 99% of U.S. goods to enter Switzerland duty-free [3] Group 2 - The imposition of the 39% tariff is expected to significantly impact the Swiss job market, with potential increases in short-term work and layoffs, particularly affecting key industries [3] - The pharmaceutical sector, which accounts for over half of Switzerland's exports to the U.S., is currently not covered by the new tariffs, but any future inclusion could lead to a GDP decline of at least 0.7% [3] - A high-level Swiss delegation, including the Federal President and the Minister of Economy, has been sent to Washington to negotiate and propose more attractive terms to reduce the tariff levels on Swiss exports [3] Group 3 - The situation illustrates the U.S. government's unilateral approach to trade, focusing primarily on trade surpluses without considering the broader economic context [4] - The case of Switzerland serves as a lesson for other countries on how to engage in trade with the U.S. and the challenges they may face [4]

【环球网报道】据白俄罗斯国家通讯社8日报道，白俄罗斯总统卢卡申科近日在接受美国《时代》周刊 采访时称，白俄罗斯与中国之间保持着"非常牢固"的关系。 今年6月，卢卡申科对中国进行了访问。他在访华期间表示，白方感谢中方长期以来大力支持和帮助， 对中国高度信任，将坚定不移发展对华关系，积极推进对华合作。在国际事务中，中国坚定维护多边主 义，反对单边主义和制裁施压，为世界树立了榜样。白方深表钦佩，愿与中方共同捍卫国际公平正义。 对于卢卡申科访华有关提问，中国外交部发言人林剑6月3日曾在记者会上表示，中国和白俄罗斯是全天 候全面战略伙伴，双方保持各层级密切往来。 "我们之间的关系非常牢固。" 卢卡申科在采访中谈及中白关系时表示，"可以说，我们已经与他们建立 了一种亲如一家的关系"。 ...

Core Viewpoint - The escalating tensions between the United States and India, primarily due to India's purchase of Russian oil, have led to a significant diplomatic rift, with Trump threatening to impose high tariffs on India, showcasing a lack of respect for India's strategic importance [1][3][15]. Group 1: U.S.-India Relations - Trump's aggressive stance towards India, including threats of tariffs, indicates a shift in U.S. policy, where India is no longer seen as a reliable partner but rather as a target for pressure [3][15]. - The U.S. perception of India as a country that prioritizes short-term gains over long-term strategic alliances has contributed to the current diplomatic crisis [5][15]. - Modi's initial silence in response to U.S. pressure was a strategic pause before a more assertive response, highlighting the seriousness of the situation [3][10]. Group 2: India's Response - Modi's government has begun to push back against U.S. pressure by revealing the hypocrisy of U.S. criticisms, pointing out that the U.S. had previously encouraged India's oil imports from Russia [7][9]. - The decision for Modi to visit China after U.S. threats signals a potential realignment of India's foreign policy, seeking support from other major powers [10][12]. - This visit is seen as a strategic move to enhance India's negotiating position against U.S. tariffs and to recalibrate its relationship with China [12][19]. Group 3: Implications for Global Strategy - The U.S. strategy in the Indo-Pacific region is at risk of unraveling as India, a key player, openly distances itself from U.S. influence [15][17]. - The situation illustrates a broader trend where emerging nations may seek to assert their independence from U.S. dominance, potentially leading to a shift in global alliances [19]. - The U.S.'s failure to treat India as an equal partner has resulted in a loss of credibility and strategic stability, undermining its geopolitical objectives [17][19].

8月1日，美国总统一纸令下，突然提升输美商品关税，从原本的25%直接跳至35%，一时间，位于加拿大边境的货运卡车排起了长龙，发动机的轰鸣声打破 了寂静。此举引发了一场全球范围内的贸易风暴，预示着特朗普"对等关税"体系的正式启动。仅仅48小时后，瑞士的高端手表制造商将面对39%的税率，南 非的矿业巨头将被征收30%的关税，而所有输美商品的基准税率将普遍设定为10%，形成了一张遍布全球的关税网络。 这场突如其来的关税风暴，引起了世界各地的贸易商和政府的关注。美国海关与边境保护局紧急发布新指南，为全球贸易商提供了短暂的喘息机会。该文件 指出，凡在美东时间8月7日00：01之前已装船的货物，即使尚未抵达美国港口，也可以免除新的关税。新公布的关税体系，分为三大税率层级：基础税率为 10%，与美国有顺差或达成协议的国家则为15%，而未获豁免的国家则面临更高的税率。这一差异化的全球关税体系，标志着美国对外贸易政策进入了全新 阶段。 全球经济形势愈加复杂，世贸组织4月的报告已预警，美国的关税政策可能导致2025年全球货物贸易量下降0.2%，而北美地区的出口将大幅下降12.6%。这 一预测如今正逐渐成真，新关税体系带来的冲击波 ...

据报道，前不久，加拿大财政部突然宣布将对自美国以外国家进口的含有在中国熔化和浇铸钢铁的产品 征收25%的附加税。消息一出，全球贸易观察者都等着看中国的反应。结果谁都没想到，中国的反击来 得如此之快、如此之狠，关键时刻中方与澳大利亚敲定了油菜籽贸易恢复协议，首批试运量高达25万 吨。更讽刺的是，这些订单原本都是加拿大农民的饭碗。 这场贸易战的戏剧性转折，暴露了加拿大总理在战略上的严重失误。一边不敢对美国说"不"，一边又对 中国挥关税大棒，最后落得个钢铝产业没救成、农产品市场反而丢了的尴尬局面。而这一切的导火索， 还要从美国总统特朗普那封充满火药味的通牒说起。 卡尼（资料图） 特朗普通过"真实社交"平台发布致加拿大总理的公开信，宣布自8月1日起对加拿大商品加征35%关税。 信中直指加拿大在芬太尼问题和贸易争端上的"不作为"，甚至威胁如果加拿大通过第三国转运商品逃避 关税，税率将进一步提高到40%。这记重拳直接打在了加拿大经济的软肋上——要知道，加拿大75%的 出口都依赖美国市场。 卡尼（资料图） 这场闹剧暴露了加拿大政府在战略上的多重失误。首先是对中国经济影响力的严重误判。中国作为全球 最大油菜籽进口国，年均进口 ...

Group 1 - The U.S. tariff policy has severely impacted Lesotho's textile industry, which is a crucial sector for the country's economy and employment [1][2] - Lesotho's textile exports primarily depend on the U.S. market, with over 40,000 jobs at stake due to the tariffs [1] - The U.S. government has implemented a 15% tariff, which poses a significant challenge to Lesotho's fragile economy, despite an initial announcement of a 50% tariff [1] Group 2 - The Minister of Trade and Industry, Mokheti Shelile, criticized the U.S. for unfairly calculating tariffs that ignore Lesotho's service trade surplus [2] - Shelile emphasized that the unilateral imposition of tariffs by the U.S. violates World Trade Organization principles and disrupts global supply chains [2] - He called for African nations to strengthen cooperation in response to such unilateral and protectionist actions [2]

8月的第一天，特朗普一方面对全球加税，宣布美国的经济奇迹复苏，另一边，他的亲信纳瓦罗在接受《福布斯》采访时极力称赞特朗普是唯一应该获得诺 贝尔经济奖的人，言辞中充满对特朗普的奉承和盲目推崇。他甚至说，没人比特朗普更懂经济。然而，就在特朗普沾沾自喜、以为一切尽在掌控之时，坏消 息却像潮水般涌来。8月1日，这一天成为了特朗普异常愤怒的一天，因接连发生的事件，让他的喜悦很快变得短暂而无力。 首先，特朗普对全球实施对等关税的决定，迅速给美国股市带来了剧烈冲击。美国股市在当天的交易中再度上演了"黑色星期五"，三大股指全线暴跌，科技 巨头的股价也遭遇重创。亚马逊的市值瞬间蒸发近万亿美元，黄金价格飙升，而油价却急剧下滑。这样的情况让美国股市经历了自五月以来最严重的一次跌 幅。这一切，都反映出特朗普的关税政策对市场的极端影响，带来的是美国经济的不稳定和未来的不确定性。 第二件事情发生得更为尴尬。就在特朗普为其加税政策欢欣鼓舞之际，美国劳工统计局发布了令人不安的就业数据。原本5月的就业人数被修正为仅增加1.9 万人，6月和7月的数据也相继被下调至较低水平，7月更是仅增加了7.3万人。如此下滑的就业数据，直接反映了特朗普关税政策 ...

Core Viewpoint - The U.S. tariff policy is severely impacting Lesotho's textile industry, which is a critical sector for the country's economy and employment [1][3]. Group 1: Economic Impact - Lesotho, recognized as one of the least developed countries by the UN, heavily relies on its textile industry, with over 40,000 jobs dependent on exports to the U.S. [1] - The U.S. announced a 50% "reciprocal tariff" in April, which was later postponed, but the current 15% tariff still poses a significant challenge to Lesotho's fragile economy [1][3]. - Approximately 12,000 jobs in Lesotho's textile sector are directly affected by the tariffs, with a total of around 40,000 individuals impacted [3]. Group 2: Business Reactions - Many U.S. importers have canceled orders for textiles produced in Lesotho due to the tariff threat, leading to large-scale layoffs in the industry [3]. - Local textile vendors report that the tariffs have forced them to raise prices, resulting in a loss of customers who find the products too expensive [5]. Group 3: Policy Critique - The calculation of U.S. tariffs is criticized for only considering goods trade while ignoring the significant surplus Lesotho has in service trade, making the tariffs "absolutely unfair" [7]. - The unilateral imposition of discriminatory tariffs by the U.S. is seen as a violation of World Trade Organization principles, and there is a call for African nations to strengthen cooperation to address such unilateral and protectionist actions [8].

特朗普的关税大棒并非首次砸向加拿大。早在今年7月10日，他便在社交媒体发布致加拿大总理卡尼的公开信，以"芬太尼流入美国"和"不公平贸易行 为"为由，威胁自8月1日起加征35%关税。彼时，这一数字被外界视为谈判筹码，但白宫最终选择"兑现威胁"，将关税从25%的"试探性水位"直接推至35% 的"危险红线"。 8月1日，华盛顿的盛夏被一场突如其来的关税风暴搅得愈发燥热。美国总统特朗普签署行政令，将加拿大输美商品关税税率从25%骤然提升至35%，白宫 声明中"应对加拿大持续不作为"的措辞，与渥太华"坚定捍卫本国利益"的表态形成尖锐对冲。这场始于芬太尼问题、裹挟着贸易逆差焦虑与选举政治算计 的关税博弈，正将北美自贸区推入前所未有的不确定性漩涡。 北美自贸区的裂痕与全球贸易的寒蝉效应 从25%到35%：关税数字背后的多重博弈 特朗普的关税升级，无疑在北美自贸区（USMCA）的玻璃幕墙上砸出第一道裂痕。尽管白宫声称"符合USMCA规则的产品可豁免关税"，但加拿大贸易谈 判代表团已紧急赴美磋商，试图争取更广泛的豁免清单。更深远的影响在于，美国的"关税霸凌"正在催生全球贸易的"寒蝉效应"：欧盟、日本等经济体纷 纷加速推进供应链 ...

当地时间7月31日，伊朗外交部发言人巴加埃强烈谴责美国对一批与伊朗能源和石油部门有关的自然人、法人及船只实施的新制裁。 据参考消息，路透社7月31日援引英国《金融时报》消息称，伊朗外交部长阿巴斯·阿拉格齐称，美国必须同意赔偿伊朗在上个月的战争中遭受的损失。德黑 兰采取了更强硬的立场，为重启与特朗普政府的核谈判设定了新的条件。 阿拉格齐在德黑兰接受《金融时报》采访时表示："他们应该解释为什么在……谈判中袭击我们，他们必须确保（在未来的谈判中）不会再次这么做。而且 他们必须赔偿对伊朗造成的损失。" 美对伊朗实施7年来最大规模制裁 据央视新闻，当地时间7月30日，美国财政部外国资产控制办公室宣布，对伊朗石油商人穆罕默德·侯赛因·沙姆哈尼控制的航运网络实施制裁，涉及50多个实 体和个人以及50多艘运油船和集装箱船。这是自2018年美国政府对伊朗"极限施压"以来实施的最大规模制裁。 据美国财政部网站发布的新闻稿，侯赛因控制的航运网络将伊朗和俄罗斯的石油、石油衍生品以及其他货物运至世界各地。侯赛因的父亲阿里·沙姆哈尼是 伊朗最高领袖哈梅内伊的政治顾问，曾于2020年受到美国制裁。 当天，美国国务院也宣布，将参与伊朗石油和 ...