美国总统特朗普：与印度的贸易协议尚未敲定。 ...

路透社7月25日报道，美国总统特朗普当日表示，美国可能无法与加拿大达成贸易协 议，暗示其政府可能会单方面设定关税税率。两国试图在8月1日之前达成贸易协议， 届时美国威胁将对美墨加贸易协定未涵盖的所有加拿大商品征收35%的关税。加拿大总 理卡尼办公室没有立即回应置评请求。加拿大官员已越来越明确地表示，8月1日前达 成协议的可能性不大，负责美加贸易的部长勒布朗称，虽然谈判取得了进展，但还有 很多工作要做，加拿大将花费必要的时间来争取最好的协议。 （原标题：特朗普称美国可能无法与加拿大达成贸易协议） ...

美国商务部长卢特尼克表示，美欧贸易协议仍有许多问题尚待协商，并称“接下来还有不少商讨的空间”。“当然，他们今天早上还打电话来讨论其他议题，比如数字服务、税收以及欧盟对美国科技公司的攻击——这些都会被摆上谈判桌。”卢特尼克补充说：“还有一些是他们希望纳入协议的，比如钢铁和铝产品，这次并未被包括在内，也将成为接下来的谈判内容。” ...

南非表示仍致力于与美国就一项贸易协议进行谈判。 ...

Core Viewpoint - The International Monetary Fund (IMF) projects that the UK economy will grow faster than other major European economies for the next two years, although it will still lag behind the US and Canada within the G7 [1] Economic Growth Projections - The IMF has revised its global economic growth forecast upward, reflecting improvements in trade conditions and fiscal stimulus from President Trump's "Big and Beautiful" plan [1] - The UK, along with the EU and Japan, has reached trade agreements with the US, contributing to the positive outlook [1] Tariff Changes - The latest forecast from the IMF indicates that the actual tariff rate in the US is now 17.3%, a decrease from 24.4% in April [1] - In contrast, the actual tariff rate for other regions of the world is 3.5%, down from 4.1% previously [1]

IMF首席经济学家古兰沙：将不得不看看这些贸易协议是否能坚持下去，或者它们是否会被破坏。 ...

IMF首席经济学家古兰沙：我们正在仔细研究美国与日本、欧盟的贸易协议细节。 ...

印度预计将在9月或10月与美国达成贸易协议。 ...

Group 1 - The core issue in the US-India trade negotiations is the significant differences in trade policies, particularly in sectors like automobiles, steel, and agriculture [1][4] - The US Trade Representative, Jamison Greer, emphasized the need for more negotiations to assess India's willingness to lower trade barriers and open markets [1][3] - The US aims to secure greater market access for its agricultural products in India, while India is concerned about the impact on its farmers and seeks to maintain protective tariffs [4][5] Group 2 - The bilateral trade volume between India and the US is projected to be approximately $129 billion in 2024, with a trade deficit of $45.7 billion for the US [3] - India's exports to the US increased by 23.53% to $8.3 billion in June, while imports decreased by 10.61% to around $4 billion [3] - India is pushing for the removal of additional tariffs and seeking concessions in labor-intensive sectors, aiming for competitive tariff levels compared to other Asian countries [5]

Group 1 - The core viewpoint of the articles indicates that despite reaching a trade agreement with the US, the euro has significantly depreciated, dropping by 1.3% due to criticism from European officials who believe the agreement heavily favors the US [1][2] - The sentiment in the European market is complex, with European stock markets and the euro weakening despite the avoidance of large-scale tariffs, driven by concerns over growth prospects and an imbalanced trade structure [2] - The EuroStoxx50 index fell by over 1%, while the UK FTSE 100 index ended an eight-day rising streak, reflecting a cautious market risk sentiment [2] Group 2 - Following the announcement of the US-EU trade agreement, the euro initially rebounded from a key support level of 1.1600 to 1.1750, but the gains quickly faded due to increasing political resistance and renewed economic concerns in the eurozone [3] - Technical analysis indicates strong resistance in the 1.1780 – 1.1800 range, with a critical support level at 1.1600; a break below this level could signal deeper retracement [5] - Future market focus will be on two key developments: the resumption of US-China trade negotiations in Stockholm and the upcoming Federal Reserve policy meeting, where signals regarding inflation, labor market, and monetary policy outlook will be closely monitored [6]