Core Viewpoint - The president of the Japan Business Federation stated that the trade agreement was reached after persistent negotiations, considering Japan's national interests, but the impact of U.S. tariffs on the Japanese economy will not be insignificant, necessitating appropriate economic measures [1] Group 1 - The trade agreement was achieved through persistent negotiations [1] - Japan's national interests were taken into account during the negotiation process [1] - The U.S. tariffs will have a significant impact on the Japanese economy [1]

Core Viewpoint - The Brazilian Vice President is advocating for the extension of the deadline for U.S. tariffs, specifically hoping for support from President Trump [1] Group 1 - The mining industry is closely monitoring the developments regarding U.S. tariffs, as changes could significantly impact trade dynamics [1] - The Brazilian government is actively engaging with U.S. officials to negotiate terms that could benefit the mining sector [1]

斯泰兰蒂斯(STLA.N)CFO：预计全年美国关税带来的影响将在10-15亿欧元之间。 ...

斯泰兰蒂斯(STLA.N)CFO：预计下半年美国关税将带来更大影响。 ...

印尼首席经济部长：19%的美国关税可能在8月1日前生效，取决于联合声明。 ...

Global Market Insights - 34% of investors believe shorting the US dollar is the most crowded trade, an increase from June, marking the first occurrence of this sentiment [15] - Cash levels have dropped to a historical low of 3.9% in July [6] - Nearly half of the respondents expect the Federal Reserve to cut interest rates twice this year, with 26% anticipating that Bostic will become the next Fed Chair [8] - The market expects the final tariff level from the US on other markets to be 14%, slightly up from 12% in June [13] - Global investors have reached a new high in their overweight positions in the euro and European stocks [16] Asia Market Insights - The proportion of investors who believe China's economy will weaken in the next 12 months remains at 10%, unchanged from June [22] - There is an increasing willingness among investors to seek opportunities in markets outside of China compared to June [27] - Investors are more optimistic about Japan's economy, with a notable increase in those expecting improvement [29] - In the Asia-Pacific region, the proportion of investors optimistic about Japan has decreased from 45% to 32%, while those favoring South Korea increased from 5% to 16%, and India from 17% to 10%; however, China's sentiment has worsened from -5% to -13% [32] - Within the Chinese market, the most favored sectors by foreign investors are AI, dividends (now second), and internet, with consumer sectors still not favored [34]

Core Viewpoint - G20 officials express concerns over the impact of high tariffs imposed by the U.S. on the global economy [1] Group 1: Economic Impact - Senior finance officials from G20 countries worry about the uncertainty surrounding U.S. tariffs and their effects on the economy and financial markets [1] - Japan's Finance Minister, Taro Aso, stated that tariffs are not an appropriate tool for addressing trade imbalances [1]

Core Viewpoint - The Chilean Minister of Mining will hold a meeting with the copper industry next Tuesday to discuss issues related to U.S. tariffs [1] Group 1 - The meeting aims to address the impact of U.S. tariffs on the copper sector [1]

Core Viewpoint - Crude oil futures have stabilized after three days of slight declines, with limited downward pressure expected this week despite concerns over OPEC+ production increases and potential economic impacts from U.S. tariffs [1] Group 1: Market Analysis - The market is experiencing concerns regarding OPEC+ increasing supply and the potential economic impact of U.S. tariffs on demand [1] - Analyst Fawad Razaqzada suggests that while OPEC will release more supply into the market in the second half of the year, demand is not expected to be as poor as feared [1] - The oil price is anticipated to exhibit a sideways trading pattern for the remainder of the year rather than a clear trend [1]

Core Viewpoint - Brazil's Finance Minister Haddad expresses confidence in overcoming U.S. tariffs and is actively seeking a quick resolution to the issue [1] Group 1 - The Brazilian government is focused on addressing the challenges posed by U.S. tariffs [1] - Minister Haddad's statements indicate a proactive approach to trade negotiations [1] - The emphasis on a "quick solution" suggests urgency in addressing trade barriers [1]