印尼称19%的美国关税可能在8月1日前生效 金十数据7月21日讯，印尼首席经济部长Airlangga Hartarto周一表示，对进入美国的印尼商品征收19%的 关税可能会早于美国总统特朗普设定的8月1日最后期限生效。Airlangga称，加征关税的时间取决于两国 预计很快会发表的联合声明，两国上周达成了一项贸易协议，将美国提出的关税税率从32%降至19%。 该协议是特朗普政府在8月1日与许多国家的谈判截止日期之前达成的少数协议之一。 ...

智通财经APP获悉，欧盟和美国的谈判代表即将开启又一轮密集的谈判，他们希望能在 8 月 1 日之前达 成贸易协议。与此同时，欧盟外交官们最早可能在本周举行会议，以制定应对与特朗普政府可能发生 的"无协议"情况的应对方案。而特朗普政府在临近 8 月 1 日这一最后期限前的关税政策已愈发强硬。据 报道，各方仍强烈倾向于保持与华盛顿的谈判进程顺利进行，以期在下个月的最后期限前打破僵局。 美欧加紧贸易谈判 布鲁塞尔的官员们表示，如果这是打破僵局所必需的、有利于美国的协议，他们也愿意接受。然而，该 报道称，上周在华盛顿举行的会谈未能取得实质性进展。接下来的两周内，相关讨论将继续进行。 与此同时，美国商务部长霍华德·卢特尼克周日表示，他相信美国和欧盟能够在此之前达成贸易协议， 以免即将生效的关税措施产生影响。他还强调，8 月 1 日的最后期限依然不变。 特朗普此前于 7 月 12 日宣布，若无法达成最终协议，美国将从 8 月 1 日起对来自欧盟和墨西哥的进口 商品征收 30%的关税。 上述人士透露，美国目前正试图对欧盟商品实施近乎全面的高关税政策，税率将高于 10%。而获得豁 免的项目则越来越少，仅限于航空业、部分医疗设 ...

Tariff Overview - On July 7, Trump signed an executive order extending the suspension period for reciprocal tariffs until August 1, with new rates set to be between 10%-50%[3] - Brazil has the highest new tariff rate at 50%, followed by Myanmar and Laos at 40%, while the EU's rate is 30% and Japan and South Korea's rates are 25%[3][9] Differences in Tariff Rates - The new tariffs will be cumulative with Section 232 tariffs, unlike the previous rates which were not cumulative[11] - New tariffs will impose penalties for transshipment to evade tariffs, ensuring higher rates are applied regardless of routing[12] Trade Negotiation Progress - Trade agreements have been reached with the UK (10% tariff), Vietnam (20% claimed by Trump, 11% claimed by Vietnam), and Indonesia (19%)[4][13] - India is reportedly very close to a temporary agreement, while the EU is exploring solutions to resolve automotive tariff disputes[14] Economic Indicators - The WEI index for the US is at 2.37, indicating stable economic activity, while Germany's WAI index has dropped to -0.38[21] - US retail sales increased by 0.6% in June, exceeding expectations, while PPI inflation was lower than anticipated at 2.3%[16][18]

金十数据7月21日讯，渣打G10货币研究主管Steven Englander表示，日元仅收复2-3天跌幅，仍接近一年 低位。超短期走势取决于市场是否认为能克服政治障碍达成贸易协议。若不能，日本央行将面临保持低 利率的压力，这可能会增加日元走软的风险。 渣打：日元收复失地有限 焦点转向贸易协议与央行政策动向 ...

Economic Developments - The U.S. Commerce Secretary expressed confidence in reaching an agreement with the EU, with a baseline tariff of 10% set to begin on August 1 [11][12] - The Chinese Ministry of Commerce anticipates that the total retail sales of consumer goods in China will exceed 50 trillion yuan this year [14][18] - The Ministry of Industry and Information Technology is set to release a growth stabilization plan for ten key industries, including steel and petrochemicals [14][15] Market Performance - The U.S. dollar index fell by 0.155% to 98.46, while U.S. Treasury yields declined across the board, with the 10-year yield at 4.423% and the 2-year yield at 3.88% [3][4] - International oil prices experienced volatility, with WTI crude oil closing at $66 per barrel, down 0.47%, and Brent crude at $68.59 per barrel, down 0.45% [4][8] - The Hong Kong Hang Seng Index rose by 1.33% to close at 24,825.66, with a trading volume of 238.69 billion yuan [5][8] Corporate News - The court hearing for the Wahaha family property dispute is scheduled for August 1 in Hong Kong [16] - The Chinese government is taking measures to combat the smuggling and export of strategic minerals [14][18] - The Ministry of Commerce responded to the U.S. approval of Nvidia's H20 chip sales to China, emphasizing the need for a cooperative environment for mutual benefit [14][18]

美国商务部长卢特尼克：特朗普绝对会重新谈判《美墨加协定》（USMCA）。 小国将需支付10%基准关税。 有信心与欧洲达成贸易协议。 今早与欧洲贸易官员通话。 8月1日是关税的硬性截止日期。 ...

美国总统特朗普：将很快宣布重大贸易协议。 ...

Core Insights - The International Monetary Fund (IMF) indicates that global financial conditions have improved due to some trade agreements that have lowered average tariffs [1] Group 1 - The reduction in average tariffs has contributed to better global financial conditions [1]

Core Views - This week, the US is conducting trade negotiations with multiple countries, and Indonesia has proposed B50 again [1] - There are hot - spot reviews of domestic and foreign protein meal and oil futures markets, including soybean - rapeseed meal and oil, palm - based oil, and comprehensive aspects [1] Soybean - Rapeseed Meal and Oil - As of the week of July 15, about 7% of US soybean planting areas were affected by drought, compared with 9% in the previous week and 5% in the same period last year [2] Palm - Based Oil - Indonesia is researching to increase the biodiesel blending ratio to 50%, and relevant research is expected to be completed by the end of the year. As of July 16, Indonesia's biodiesel consumption this year has reached 7.42 million kiloliters [3] - Malaysia's August crude palm oil reference price is 3,864.12 ringgit per ton (about $910.28), a significant increase from July's 3,730.48 ringgit/ton, and the export tax will be raised from 8.5% in July to 9% [3] Comprehensive - On July 16, US President Trump announced a trade agreement with Indonesia. Indonesia will increase purchases of US aircraft, energy (worth $15 billion) and agricultural products (worth $4.5 billion), and the US will reduce the tariff rate from the threatened 32% to 19%. The US may maintain the tariff rate set for Japan and may reach a trade agreement with India [4] - Indonesia is still negotiating the details of the trade agreement with the US. It has requested the US to exempt tariffs on cocoa, rubber, crude palm oil and nickel. All imported US goods except alcohol and pork will enjoy zero - tariff, and some US goods will be exempt from import quota regulations [5]

市场消息：巴基斯坦财政部长赴美促签贸易协议。 ...