Core Viewpoint - CBOT corn futures fell below $4 per bushel due to concerns over demand stemming from President Trump's latest tariff measures, while crop growth conditions in the U.S. suggest potential increases in yield [1] Group 1: Market Reaction - Chicago corn futures dropped by 1.7% to $3.9675 per bushel, marking the lowest level since August [1] - The decline in corn prices reflects heightened market anxiety regarding demand forecasts [1] Group 2: Government Actions - The U.S. government announced tariffs on several major agricultural trading partners, including Japan and South Korea [1] - Although tariffs were announced, Trump postponed the implementation date to August 1 [1] Group 3: Crop Conditions - Current crop growth conditions in the U.S. indicate a potential increase in corn production [1]

金十数据整理：每日全球大宗商品市场要闻速递（7月8日） 4. 阿联酋阿布扎比国家石油公司ADNOC将8月Murban原油官方销售价格定为每桶69.81美元。 其他： 1. 胡塞武装自去年12月以来首次袭击红海商船。 2. 日本经济产业省：预计7-9月日本钢铁产量将较上一季度下降0.4%，至2011万吨；预计7-9月日本钢铁 产品出口量同比将下降11.5%，至609万吨。 3. 印尼官员：印尼与美国公司达成的340亿美元协议包括购买美国大豆、玉米和能源产品。 4. 印尼棕榈油协会：由于特朗普的关税措施，棕榈油对美国的出口可能会下降。由于关税，美国的棕榈 油出口量将下降15%至20%。 原油： 1. 消息人士：欧佩克+可能会在8月3日的会议上批准在9月再次增产约55万桶/日。 2. 美国财政部网站显示，美国发布委内瑞拉相关通用许可证，允许在7月7日或之前装船的液化石油气在 9月5日前卸载。 3. 阿联酋阿布扎比国家石油公司ADNOC将8月Das原油价格定为较Murban原油基准每桶贴水0.60美元。 5. 泰国财政部长：我们新的贸易提议对90%的美国进口商品提供关税减让。大部分美国进口商品将免征 关税。 ...

Core Viewpoint - The Indonesian Palm Oil Association indicates that palm oil exports to the United States may decline due to tariff measures implemented by Trump [1] Industry Summary - The imposition of tariffs by the Trump administration is expected to negatively impact the export volume of palm oil from Indonesia to the U.S. market [1]

据央视新闻报道，美国总统特朗普7日宣布，将从8月1日起对来自韩国的进口产品征收25%的关税。针 对美方这一举措，据韩联社报道，韩国总统府将于8日举行应对美国关税措施的会议。 ...

来源：新华社 据新华社消息，美国总统特朗普当地时间6日在社交媒体发文说， 美国政府将于当地时间7日 中午12时起公布与贸易伙伴的关税信函或关税协议。 特朗普此前表示，拟于8月1日起对部分 国家的商品实施最高达70%的关税措施。 ...

Core Viewpoint - The U.S. government is set to announce tariff letters or agreements with trade partners starting at noon on July 7, as stated by President Trump [1] Group 1 - President Trump indicated plans to implement tariffs of up to 70% on goods from certain countries starting August 1 [1]

智通财经7月7日电，据新华社，美国总统特朗普当地时间6日在社交媒体发文说，美国政府将于当地时 间7日中午12时起公布与贸易伙伴的关税信函或关税协议。特朗普此前表示，拟于8月1日起对部分国家 的商品实施最高达70%的关税措施。 特朗普：即将公布各国关税信函 税率最高70% ...

Group 1 - The core point of the news is the significant decline in U.S. employment numbers for June, with ADP reporting a decrease of 33,000 jobs, far below the expected increase of 95,000, marking the largest monthly drop since April 2020 [1][2] - The Challenger report indicates that layoffs in June were 48,840, a month-over-month decrease of 48.84% and a slight year-over-year decline of 1.6%, suggesting a reduction in layoff pressures [2] - The labor market's resilience and the Federal Reserve's cautious stance may limit market volatility despite the disappointing ADP data, with attention shifting to the upcoming non-farm payroll report [2][3] Group 2 - In the Eurozone, the unemployment rate slightly increased to 6.3% in May, reflecting uncertainty among European businesses due to tariffs and geopolitical tensions, although overall employment showed a mild increase due to growth in the service sector [6] - The Bank of England faces challenges as market confidence in the UK fiscal situation is reassessed, with concerns about policy continuity and rising expectations for tax increases amid fiscal deficit pressures [7] - The Canadian dollar's outlook improves as trade tensions ease, with optimism surrounding the resumption of trade negotiations between the U.S. and Canada, supported by the removal of a digital services tax [8] Group 3 - Japanese manufacturers expect the average USD/JPY exchange rate for the current fiscal year to be 145.87, with the Bank of Japan planning to purchase 325 billion yen of bonds, which may put pressure on the yen [9]

Core Viewpoint - The ambitious 90-day trade negotiation plan of the Trump administration is facing significant challenges, particularly with Japan, where negotiations have stalled over auto tariffs [1][2]. Group 1: US-Japan Trade Negotiations - After weeks of negotiations, the US and Japan have severe disagreements on auto tariffs, with Japan refusing to accept any agreement that retains the 25% tariff imposed by Trump [1][2]. - Trump indicated that he might unilaterally impose tariffs on Japanese imports, suggesting potential rates of "30% or 35% or any number we determine" [1]. - The Japanese government is under political pressure, especially with the upcoming Senate elections on July 20, making it difficult for them to concede on tariff issues [2]. Group 2: Broader Trade Negotiations - The US is also facing difficulties in trade negotiations with other major partners, including Canada and South Korea, with stalled talks following the US's unexpected increase in steel tariffs on Canada [2][3]. - Negotiations with Canada were briefly interrupted but resumed after Canada canceled its digital services tax plan, aiming for an agreement by July 21 [3]. - The complexity of negotiations with South Korea is heightened by issues surrounding digital trade regulations, which have caused dissatisfaction among US trade representatives [3]. Group 3: Expectations and Challenges - Despite the White House's claims of working tirelessly to renegotiate trade agreements, there is acknowledgment from Republican senators that reaching actual agreements may take longer than anticipated [4].

法国总统马克龙：如果美国的关税维持在10%，欧洲将不得不对美国工业采取相应的补偿性关税措施。 ...