美国财长贝森特：日本即将举行的选举可能正限制与美国的贸易谈判。 ...

Group 1 - The core issue in the US-India trade negotiations is centered around agriculture, with the US demanding India to significantly open its domestic market and reduce tariffs on key agricultural products, which are politically sensitive in India [4][7] - The deadline of July 9 is approaching, and India is under pressure to reach an agreement, especially after Vietnam's recent compromise with the US, which has set a precedent for negotiations [3][8] - The current trade volume in agricultural products between the US and India is only $8 billion, while the US aims to reduce its $45 billion trade deficit with India by increasing exports of corn, soybeans, and cotton [7] Group 2 - India is willing to make concessions in non-agricultural sectors, such as services and government procurement, in exchange for exemptions on tariffs for key industrial products like steel and aluminum [11][12] - The negotiations are critical as they aim to avoid a significant increase in tariffs that could rise from 10% to 26% after the 90-day pause ends [3][12] - A potential "mini-agreement" focusing on non-agricultural issues may be announced soon, which would reflect India's willingness to open its market in certain areas while maintaining a strong stance on agricultural protections [11][12][14]

Group 1 - Indonesia's Chief Economic Minister announced a $34 billion cooperation agreement to increase procurement from the U.S. [1] - The agreement includes increased fuel imports and investments by Indonesian companies in the U.S. energy and agriculture sectors [1] - Garuda Indonesia is negotiating to purchase up to 75 Boeing aircraft, potentially including the 737 Max 8 and 787 models [2] Group 2 - Indonesia faces a 32% tariff pressure in the U.S. market and aims to boost bilateral trade negotiations by increasing imports from the U.S. [1] - The memorandum of understanding, set to be signed on July 7, aims to enhance Indonesia's investment and procurement from the U.S. [1] - The Indonesian government seeks a more favorable trade agreement with the U.S. compared to Vietnam, especially after the U.S. announced a 20% tariff on many Vietnamese exports [1]

Core Viewpoint - US Treasury Secretary warns countries against delaying trade negotiations, emphasizing the importance of timely discussions to avoid escalating trade tensions [1] Group 1: Trade Negotiations - Meeting held today with EU negotiators to discuss ongoing trade issues [1] - Potential for tariffs to be raised to levels seen on April 2, indicating a significant escalation if negotiations do not progress [1] - The situation with the EU remains under close observation, highlighting the uncertainty in trade relations [1]

美国财长贝森特：警告各国不要拖延贸易谈判进程，关税可以上调回4月2日的水平。 ...

越南称贸易谈判人员仍在就协议细节进行磋商。 ...

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韩国工业部称，韩国为与美国之间的贸易谈判竭尽全力。 ...

越不还手，下手越狠？ 在全球贸易局势充满不确定性的环境下，日本汽车制造商面对高额关税，选择了自行吸收大部分成本。 这一策略虽然暂时缓解了美国消费者的价格压力，但可能削弱日本在关税谈判中的立场。 据媒体报道，日本六大汽车制造商中仅有三家在美国市场提价，且幅度远低于25%的进口车关税税率。 丰田汽车公司作为全球最大汽车制造商，仅对部分车型提价几百美元，三菱汽车平均涨价2.1%，只有 斯巴鲁的涨幅接近关税水平。 来自日本财务省的另一组数据显示，5月日本对美汽车出口单价同比骤降约20%，而出口量仅减少 3.9%，表明日本通过大幅降价维持出货量和市场份额，利润却因此遭受重创。 相比之下，美国新车平均价格4月份上涨2.5%至约48700美元。 分析师认为，日本车企希望通过低调应对，避免激怒美国消费者，同时为谈判争取时间。 然而，这种避免大幅涨价的做法可能适得其反。由于美国消费者未感受到明显的价格冲击，特朗普政府 改变关税政策的压力减小，这可能强化其在贸易谈判中的立场。 汽车咨询公司Carnorama分析师Miyao Takeshi表示，如果因关税导致汽车价格持续上涨，政府将意识到 提高关税并非简单地有利于美国经济，这可能 ...

特朗普再发"关税威胁"。 据CCTV国际时讯，当地时间7月1日，美国总统特朗普在乘机途中对媒体表示，对美日关税谈判前景表达强烈质疑。他将矛头直指日本在"大米"及"汽车贸 易"两大领域的政策，他威胁称美国或将对日本进口商品加征"30%或35%的关税"，而这高于他在4月2日提出的24%关税的税率。日本广播协会(NHK)驻华 盛顿记者表示，特朗普对日本汽车产业的不满根深蒂固，这一关税威胁将使得日美谈判迎来极其严峻的局面。 针对特朗普7月1日威胁对日本征收更高关税，日本首相石破茂7月2日在就参议院选举进行的党首讨论会上回应称，日本作为美国最大海外投资国，为美创 造了最多就业岗位。他强调，"与其加征关税，不如通过贸易来维护国家利益。" 特朗普威胁提高对日关税 就美日正在进行的谈判，特朗普1日在总统专机"空军一号"上对记者说："我不确定我们会达成协议。我对此表示怀疑。" 特朗普形容日本"非常强硬""被惯坏了"。他表示，考虑进一步提高从日本进口商品的关税，可能增至30%或35%。 特朗普再次抱怨日本没有从美国进口足够的汽车、大米，称日本"占了我们三四十年的便宜"。 日本官员：希望以"真诚的方式"推进谈判 据共同社报道，日本 ...