观察者网消息，日前，在中美会谈取得成果后，一贯对美妥协让步的印度被曝态度突变，提议对美国加 税。但随后不久，美国总统特朗普就公开表示，印度已同意对美零关税。 短短几天，印度对美态度变了又变。这不禁让人质疑：印度，说好的硬气呢？ 见此，印度外长苏杰生急忙出面找补。据印度新德里电视台（NDTV）和美国有线电视新闻网（CNN） 报道，当地时间5月15日，苏杰生表示，印美谈判"很复杂"，一切尚未确定。 报道称，当被问及对特朗普相关表态的看法时，苏杰生回答称："印度和美国之间一直在进行贸易谈 判。这些谈判非常复杂。在一切都尘埃落定之前，一切都无法最终确定。" "任何贸易协议都必须互惠互利，必须对两国都有利，"苏杰生继续表示，"这是我们对贸易协议的期 望。在此之前，对其做出任何判断都为时过早。" 苏杰生15日回应特朗普表态视频截图 苏杰生上述表态，是对特朗普当日早些时候有关美印贸易谈判的表态的回应。 当天，特朗普在卡塔尔首都多哈与企业高管会面时表示："在印度销售产品非常困难，但他们向我们提 出一项协议，基本上愿意不向我们收取任何关税。"特朗普并未透露更多细节，也并未表示美国是否将 降低对印度关税或对印度实施零关税。 特朗 ...

印度政府12日致函世贸组织（WTO），提议根据WTO准则对美国征收报复性关税，以应对美国作为保 障措施推出的钢铝关税。该通知援引WTO规则称，印方保留"暂停减让或其他义务"以回应美国关税的 权利。印度方面称，美国钢铝关税将影响价值76亿美元的印度原产产品出口，它们将被征19.1亿美元关 税，"印度提议的暂停减让将导致对原产于美国的产品征收同等数额关税"。 印度政府未具体说明可能 受影响的商品类别。 ...

Group 1 - The EU plans to impose retaliatory tariffs on a range of US products, including civilian aircraft, automobiles, medical devices, agricultural products, and alcoholic beverages, if ongoing trade negotiations fail [1][2] - The EU has initiated a public consultation regarding countermeasures against US imports valued at €95 billion (approximately $107.4 billion), which will be implemented if no trade agreement is reached with Washington [1] - The list of products for potential tariffs includes hundreds of agricultural and industrial items, with previously excluded products like bourbon whiskey now included [1] Group 2 - The EU is seeking to negotiate an agreement to avoid a 20% "reciprocal tariff" on all US goods imported into the EU, while also facing a 25% tariff on all imported cars from the US [2] - The EU Commission has stated that the US tariffs violate fundamental World Trade Organization (WTO) rules, emphasizing the importance of adhering to international trade agreements [2] - The EU is preparing for various outcomes while remaining committed to negotiating a solution with the US, as highlighted by the EU Commission President's remarks on the negative impact of US tariff policies on the global economy [2]

Market Insights - The Hong Kong Monetary Authority (HKMA) has maintained the base interest rate at 4.75%, indicating that the supply and demand for Hong Kong dollars and overall liquidity will continue to influence the Hong Kong interbank offered rate, particularly for short-term interest rates [1] - The HKMA's CEO, Eddie Yue, stated that to enhance defensive measures, the proportion of US dollar assets in the foreign exchange fund has been reduced from over 90% to approximately 79%, and the duration of US Treasury investments has been shortened [1] - The Bank of England has lowered its interest rate to 4.25%, with the monetary policy guidance remaining "gradual and cautious," reflecting differing opinions within the central bank regarding the extent of the rate cut [2] Economic Indicators - As of the end of April, South Korea's foreign exchange reserves have decreased to $404.67 billion, the lowest level in five years, although it is expected not to fall below the $400 billion mark [3] - Initial jobless claims in the US have decreased to 228,000, with continuing claims also showing a reduction, both exceeding market expectations [4] - The US first-quarter labor productivity has experienced its first decline since 2022, while unit labor costs have significantly increased [5] Global Market Dynamics - The Dow Jones Industrial Average rose by 0.62% to 41,368.45 points, the S&P 500 increased by 0.58% to 5,663.94 points, and the Nasdaq Composite climbed by 1.07% to 17,928.14 points [6] - COMEX gold futures fell by 2.40% to $3,310.40 per ounce, while COMEX silver futures decreased by 0.57% to $32.61 per ounce [7] - The main contract for US oil rose by 3.81% to $60.28 per barrel, and the main contract for Brent crude oil increased by 3.40% to $63.20 per barrel [8] Currency Movements - The US dollar index fell by 0.73% to 100.63, with the euro to dollar exchange rate down by 0.68% to 1.1226, and the British pound to dollar rate down by 0.34% to 1.3247 [9]

在4月11日的东京外汇市场上，日元兑美元汇率一度上升至1美元兑换142日元区间。超过了4月9日 创下的143.99日元，达到2024年9月上旬以来的最大日元升值、美元贬值水平…… 在4月11日的东京外汇市场上，日元兑美元汇率一度上升至1美元兑换142日元区间。超过了4 月9日创下的143.99日元，达到2024年9月上旬以来的最大日元升值、美元贬值水平。由于对中 美贸易摩擦进一步加剧提高警惕，市场上与其他主要货币相比卖出美元的动向扩大。 10日公布的美国3月消费者物价指数（CPI）同比上涨2.4％，低于市场预期（2.6％）。对美国 通货膨胀的担忧稍有缓解，这也对卖出美元的动向起到了推动作用。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 美国白宫10日表示，对中国征收的额外关税的税率总计为145％。美国总统特朗普曾于9日表 示，对中国征收的额外关税"将提高至125％"。据称，这一税率是在今年2～3月生效的20％额 外关税基础上进一步加码。 作为针对美国的报复性关税，中国也于10日启动了84％的额外关税。 ...

Core Viewpoint - The article discusses the announcement by President Trump regarding a 25% tariff on all imported cars, effective April 2, which is intended to be a permanent measure aimed at boosting domestic manufacturing [1][2]. Group 1: Tariff Details - The 25% tariff will apply to imported passenger cars, light trucks, and key automotive components such as engines, transmissions, and electrical parts, with potential for additional tariffs on other components if necessary [5]. - Components that comply with the United States-Mexico-Canada Agreement (USMCA) will be exempt from these tariffs until further discussions between the Secretary of Commerce and Customs and Border Protection [5]. Group 2: Reactions and Implications - Canadian Prime Minister Carney indicated that Canada would respond to the new tariffs with potential retaliatory tariffs, viewing the announcement as a direct attack on Canadian workers [6][7]. - Trump stated that there was no input or benefit sought from Tesla's CEO Elon Musk regarding the tariffs [3].