Group 1: Brazil's Response to U.S. Tariffs - Brazil's government swiftly countered Trump's announcement of a 50% tariff on all Brazilian goods, highlighting a $410 billion trade surplus the U.S. has enjoyed over the past 15 years and a $32 billion surplus last year [1] - Brazil's countermeasures include imposing a reciprocal 50% tariff, halting patent licenses for U.S. pharmaceutical companies, and redirecting 500,000 tons of beef exports to China, which is double the amount previously sent to the U.S. [1] - The Brazilian Congress passed the "Commercial Reciprocity Law," targeting U.S. soybeans, Boeing aircraft, and natural gas with additional tariffs, causing panic among U.S. pharmaceutical companies [1] Group 2: Japan's Strong Stance - Japan's Prime Minister expressed the need for Japan to reduce its dependency on the U.S. in defense and energy, framing the tariff negotiations as a critical battle for national sovereignty [3] - Japan is considering selling up to $1.1 trillion in U.S. Treasury bonds as leverage against the U.S., which could significantly impact U.S. financing costs [3] - Japanese companies like Toyota and Mitsubishi are shifting production away from the U.S. and cutting supply to the U.S. military, which could lead to substantial losses for American firms reliant on Japanese components [3] Group 3: Political and Economic Implications - Trump's tariffs are seen as a response to Brazil's shift towards using local currencies in trade with China, reducing the dollar's dominance [4] - The tariffs also reflect U.S. concerns over Brazil's efforts to issue bonds in yuan and the establishment of a digital currency backed by commodities [4] - The political nature of the tariffs is underscored by Trump's demands for Brazil to cease investigations into former President Bolsonaro, which Brazil views as interference in its judicial sovereignty [4] Group 4: Global Reactions and Economic Impact - The tariffs have triggered a global chain reaction, with South Korea and the EU preparing retaliatory measures against U.S. tariffs, indicating a broader trade conflict [6] - Goldman Sachs estimates that a prolonged trade war could increase global inflation by 0.7%, while U.S. businesses face rising costs due to tariffs, with automotive costs expected to rise by 15% [6] - The price of Brazilian coffee beans surged by 30% within a week due to the tariffs, reflecting immediate market impacts [6] Group 5: U.S. Isolation and Domestic Division - Trump's tariff policies have led to unprecedented unity among BRICS nations, with a collective condemnation of U.S. unilateralism and a push for de-dollarization [8] - Domestic backlash against the tariffs is evident, with criticism from influential figures like Elon Musk and concerns from agricultural states about losing voter support due to disrupted soybean exports [9] - The "America First" policy has resulted in increased global isolation for the U.S. and significant internal divisions within the country [9]

又有8国收到美最后通牒？巴西不忍了！一马当先，直接吹响反制的号角。 巴西总统卢拉 据央视新闻最新报道称，当地时间7月9日时，美国总统特朗普在社交平台上发布了最新的加税信件，而收到信件的8个国家，分 别是巴西、菲律宾、利比亚等国。 阿尔克明还补充道，他看不出美国有任何理由要对巴西提高关税，美国确实是有贸易逆差，但对巴西是顺差。并且在美国对巴 西出口的产品中，大多数都是零关税入境的，甚至不需要缴税。 但值得注意的是，除了巴西的产品被强制征收50％的关税外，其余7国的税率都没超过30％。并且巴西所面临的新关税税率，远 高于4月2日时，美国对巴西所征收的10％的关税。此外，在特朗普宣布对巴西征收50％的惩罚性关税后，他还下令要对巴西展 开不公平的贸易行为调查。 由此可见，美国这次是在故意针对巴西了。 在收到特朗普这一信函后，巴西的副总统兼服务部长——热拉尔多·阿尔克明，立即在当天回应道，特朗普对巴西所征收的新关 税，是十分不公平的。 巴西的副总统兼服务部长——热拉尔多·阿尔克明 但即便是阿尔克明立即回应了，特朗普的这一针对性行径，也改变不了美国政府硬要对巴西征收高额关税的现实。 而巴西总统卢拉也深知这一点，但他并未束 ...

Core Viewpoint - The EU is currently in critical negotiations with the US regarding tariffs, with President Trump threatening a 30% tariff on EU products, prompting a response from EU leaders who are seeking to negotiate rather than retaliate aggressively [1][4]. Group 1: EU's Response to US Tariff Threats - EU Commission President Ursula von der Leyen announced the postponement of retaliatory tariffs on $210 billion worth of US products, originally set to take effect on July 15, to early August, emphasizing a preference for negotiation [1][4]. - Von der Leyen stated that the EU will continue to prepare additional countermeasures while prioritizing negotiations with the US [1][7]. - The EU is planning to engage with countries like Canada and Japan to coordinate responses to the US tariffs [3][4]. Group 2: Internal EU Reactions and Criticism - Some European business organizations and politicians criticized von der Leyen's approach as weak, suggesting that failure to respond effectively to Trump's tariffs would be a significant setback [1][4]. - French President Macron expressed strong dissatisfaction with Trump's threats and urged the EU to prepare credible countermeasures if negotiations fail [4][9]. - Italian officials and agricultural organizations warned that the proposed tariffs could have devastating effects on Italy's food exports, estimating direct losses of around €2.3 billion [8][9]. Group 3: Economic Impact and Negotiation Dynamics - Germany, being the largest exporter to the US, reported a 7.7% decline in exports to the US in May, highlighting the economic impact of the tariff threats [5][7]. - EU leaders are divided on whether to pursue a quick trade agreement similar to the UK's or to continue negotiations for a better outcome [4][9]. - EU officials believe that Trump's threats may be a negotiation tactic rather than a definitive policy change, with expectations that a reasonable solution can still be reached [4][5].

国际白银上周五（7月11日）日K收涨，截至收盘，报38.38美元/盎司，上涨3.73%，日内最高上探38.53 美元/盎司，最低触及36.87美元/盎司。 美国商品期货交易委员会(CFTC)数据显示，截至7月11日，白银ETF持有量为14758.52吨，较上一交易 日减持131.41吨。 白银etf最新持仓数据： 欧盟和墨西哥在回应中称关税是不公平和具有破坏性的，同时承诺在最后期限前继续与美国谈判，以达 成更广泛的贸易协议。 欧盟一直希望与美国达成一项全面贸易协议。特朗普在致欧盟的信函中要求欧洲放弃关税。他写 道："欧盟对美国完全开放市场准入，并且不对我们征收关税，以减少巨额贸易逆差。" 冯德莱恩回应说，30%的关税 "将扰乱重要的跨大西洋供应链，损害大西洋两岸的企业、消费者和患 者"。她还表示，欧盟将继续努力达成贸易协议，同时 "将采取一切必要措施维护欧盟的利益，包括在 必要时采取相应的反制措施"。 白银etf最新持仓数据（2025年7月14日） 【昨日白银行情解析】 | 日期 | 净持仓量（吨） | 净持仓量（盎司） | 总价值(万美元) | | --- | --- | --- | --- | | 202 ...

Group 1 - The trade war initiated by Trump five years ago has led to significant economic consequences, including a 20% tariff on Chinese blood pressure monitors, which resulted in price increases despite the tariffs [1] - The interactions between China and the U.S. have intensified recently, with meetings between Chinese diplomats and U.S. officials indicating a desire to maintain a delicate balance without escalating tensions [3][5] - The meetings involving high-profile figures, such as Nvidia's CEO Jensen Huang visiting the White House before his trip to China, suggest a strategic approach to navigating the complexities of U.S.-China relations [8][10] Group 2 - The shift in stance from previously hardline U.S. politicians, such as Senator Rubio, reflects a pragmatic recognition of the economic realities, particularly the rising interest payments on U.S. debt [5][14] - The deep interdependence of the U.S. and Chinese economies is highlighted, with both sides needing to find a way to coexist despite ongoing tensions [15][17] - Huang's visit may serve not only as a means of communication but also as an opportunity for Nvidia to explore new market avenues in China, emphasizing the importance of balancing business interests with geopolitical dynamics [12][17]

Core Viewpoint - The article discusses the implications of the U.S. imposing a 30% tariff on goods imported from the EU starting August 1, 2025, and the EU's response to this decision, highlighting concerns about a potential trade war and its impact on both sides. Group 1: EU's Response to U.S. Tariffs - The European Commission President Ursula von der Leyen announced the extension of the suspension period for countermeasures against U.S. tariffs until early August, while preparing for potential retaliatory actions [2][4] - There is internal skepticism within the EU regarding the decision to extend the suspension, with some officials questioning whether further concessions are appropriate [2] - The EU aims to negotiate a solution with the U.S. before the deadline, maintaining a dual strategy of negotiation and potential countermeasures [4] Group 2: Concerns from European Leaders - German Chancellor Merz expressed that the tariffs would negatively impact Germany's export sector and emphasized the need for a resolution before the tariff implementation [3] - Italian Prime Minister Meloni warned that a trade war among Western allies would weaken collective strength in facing global challenges [3] - Belgian Deputy Prime Minister De Croo criticized the tariff escalation as unreasonable and likely to result in a "lose-lose" situation for both the U.S. and EU [3] Group 3: Impact on Specific Industries - The French dairy industry, particularly cheese exports, is expected to suffer significantly from the U.S. tariffs, with annual exports to the U.S. valued at approximately €350 million [5] - The head of the French National Dairy Industry Association highlighted the need for the industry to explore new markets to mitigate the impact of U.S. tariffs [5] - The association's representative emphasized the importance of proactive measures and support from the French government to open new markets for dairy products [5]

Group 1 - The U.S. President Trump announced a 30% tariff on goods imported from the EU starting August 1 [1][4] - The EU Commission President von der Leyen stated that the EU will extend the suspension of countermeasures against U.S. tariffs until early August while preparing for potential retaliatory measures [2][9] - Concerns have been raised within the EU regarding the effectiveness of further concessions to the U.S., with calls for the EU to initiate retaliatory measures [4][9] Group 2 - German Chancellor Merz expressed that the tariffs would negatively impact Germany's export sector and emphasized the need for a resolution before August 1 [5] - Italian Prime Minister Meloni warned that a trade war within the West would weaken collective strength in facing global challenges [7] - Belgian Deputy Prime Minister Prevoo criticized the tariff escalation as unreasonable and likely to result in a "lose-lose" situation [8] Group 3 - EU citizens are divided on the approach to the U.S. tariffs, with some advocating for a stronger stance against U.S. demands [11][12] - The underlying motivations for the U.S. tariff actions may extend beyond trade deficits, potentially aiming to gain leverage in various strategic negotiations [14] Group 4 - The French dairy industry is particularly concerned about the impact of U.S. tariffs, with significant exports to the U.S. at approximately €350 million annually, primarily in cheese [17][18] - The French dairy sector is urged to explore new markets to mitigate the effects of U.S. tariffs [15][18]

用关税作为威胁来倒逼其他国家对美国做出让步，这已经是特朗普常用的手段了。但是估计特朗普怎么都没想到，这次他明明对14个国家都发出了最后通 牒，却没有一个人对美国服软，他的威胁更是全部失效。 在这种情况之下，特朗普顿时明白了一个问题并迅速喊话中国，用四个字点明了中美现状。那么特朗普所说的这四个字究竟是什么？美国的威胁当真已经无 用了吗？ 特朗普的威胁 早在七月初期，特朗普就曾表示过关税暂停期到期之后将会对和中国有着密切贸易关系的14个国家恢复之前的对等关税，并且还专门给这14个国家发送了信 函进行通告。 这已经是赤裸裸的威胁了，不过值得注意的一点是，这次被加征关税的14个国家中，甚至能看到日韩这类和美国有着盟友关系的国家。 很明显，这次特朗普已经决定要继续奉行"美国至上"主义了，不管是不是美国盟友，只要触碰到了美国利益就会受到同样的威胁和制裁。 对此，日本也在第一时间做出了回应称：日本和美国已经进行过了多轮谈判，但是却没有取得任何进展，日本已经做好了全面准备去坚定自身立场。 日本的这一番表态也是把话给美国挑明了，无论你怎么威胁，这次我都不准备让步了。因为美日之间的盟友关系，之前日本政府或许还会有所克制，至少不 ...

Group 1 - Trump's proposed 30% tariffs on European goods are seen as a negotiation tactic to gain leverage in trade discussions, particularly aimed at garnering support from American blue-collar workers ahead of elections [3][6][10] - The European Union, particularly under Ursula von der Leyen's leadership, is caught between a desire to retaliate and the fear of significant economic repercussions, as many European industries rely heavily on the U.S. market [5][8][10] - The potential impact of these tariffs could lead to increased prices for consumers on both sides of the Atlantic, affecting everyday goods and services, and ultimately harming the working class [9][11] Group 2 - The U.S. economy is currently fragile, and a trade war could exacerbate existing issues, making both sides hesitant to escalate tensions further [10][11] - The situation reflects a broader concern about the reliability of the U.S. as an ally, as European nations may need to reconsider their trade strategies and relationships moving forward [10] - The outcome of this trade dispute is likely to result in minimal actual changes, with both sides using aggressive rhetoric to negotiate better terms rather than engaging in a full-blown trade war [10][11]

Group 1 - The U.S. will impose a 30% tariff on goods imported from the EU and Mexico starting August 1, marking a significant escalation in trade tensions [1][3] - Trump has sent letters to 25 trade partners, with new tariffs ranging from 20% to 50%, creating greater uncertainty in the global economic landscape [1][3] - The EU and Mexico are under pressure to negotiate, but Trump has indicated that tariffs may increase if no agreement is reached [3][4] Group 2 - The EU has suspended plans to impose a digital tax on U.S. tech giants in an effort to reach a compromise, but the U.S. continues to demand high tariffs on key EU exports [4][5] - European leaders, including French President Macron and Spanish Prime Minister Sanchez, have expressed strong opposition to the proposed tariffs and are preparing countermeasures [5][6] Group 3 - The German automotive industry, particularly BMW and Volkswagen, is expected to be severely impacted by the tariffs, along with French luxury goods and Italian machinery [6] - Mexico is seeking diplomatic solutions to the trade disputes and has formed a delegation to negotiate various issues with the U.S. [6][8] Group 4 - The U.S. is also set to impose tariffs of 25% to 40% on imports from Japan and South Korea, further complicating international trade relations [7] - Increased tariffs on imports from Brazil could lead to higher prices for essential goods in the U.S., including coffee and orange juice, affecting consumer costs [7][8] Group 5 - The termination of the "tomato agreement" with Mexico will result in approximately 17% tariffs on Mexican tomatoes, potentially raising prices and impacting employment related to tomato imports in the U.S. [8]