路透：美国众议院中国事务特设委员会的民主党成员上周五向美国财长贝森特等高级贸易官员致函，他们表示，任何双边贸易协议都应包括对中国减少工业过剩产能的“约束性要求”。信函还表示，政府应利用中国产能过剩对盟友和合作伙伴带来的焦虑，与他们合作制定应对产能过剩的国际措施。 https://t.co/BLvoR7mBF3 ...

The Mexican government plans to raise tariffs on imports of key goods from countries with which it doesn’t have a trade agreement https://t.co/ZpDKIXh7qn ...

韩国方面认为日美贸易协议会对本国汽车产业造成不利影响，因美国对进口韩国汽车征收的关税仍为25%。韩国方面称，目前正在评估行政令，并与美方进行磋商，但很难说韩国何时也能获得同样的汽车关税削减待遇。 ...

🇺🇸 TRUMP SIGNED AN EXECUTIVE ORDER OFFICIALLY IMPLEMENTING THE US-JAPAN TRADE AGREEMENTBULLISH FOR MARKETS 🔥 https://t.co/tImQldmu0w ...

Mexico is considering enacting new tariffs on countries with which it does not have a trade agreement, including China, President Claudia Sheinbaum said https://t.co/Iu3wkYG55r ...

President Donald Trump said India offered to cut tariffs, while New Delhi signaled it’s continuing to negotiate a trade agreement with the US https://t.co/cinEjRFmPc ...

Japanese stocks are poised to extend their bull run into next year, a Bloomberg survey shows, as a US trade agreement and a corporate reform drive stoke investor sentiment https://t.co/x7uoxBfzq1 ...

Trade Relations & USMCA - Canada views its actions as an olive branch to the US, seeking reciprocal benefits [1] - The US is preparing for a review of the USMCA trade agreement in 2026 [2] - Canada adjusted retaliatory tariffs to mirror the US's respect for USMCA-compliant imports [3] - Resetting sectoral tariffs could present an economic opportunity for both Canada and the US [8] - Canada aims to strengthen commitment to the USMCA, mirroring the US's decision to provide Canada with a carve out, giving it a marginal advantage over other countries [16] Strategic Sectors & Tariffs - Negotiations regarding steel and aluminum tariffs are ongoing, with optimism for rate reduction [5] - The US has provided little relief on Section 232 tariffs globally, including to major trading partners [6] - Integrated supply chains exist between Canada and the US in sectors like automobiles, aluminum, and softwood lumber [7] - Canada and the US have taken tough measures against dumping from countries like China [8] Investment & Economic Integration - Canada is the second most important foreign direct investor in the US economy [10] - Canadian pension funds alone have almost $1 trillion (USD) invested in the US economy, with potential for $100 billion (USD) annual growth [11] - Investment opportunities exist in sectors like energy, mineral projects, defense, and security [12][13]

Trade Agreement & Tariffs - EU is reportedly planning to remove some US industrial tariffs this week [1] - This move is a condition set by the US for the framework trade agreement with Brussels [2] - If the EU completes the legislative process, the US will lower auto tariffs on European cars from 275% to 15% [2] - The tariff reduction could be retroactive to August 1st if completed this week [2] Potential Obstacles - Digital taxes are a sticking point and a concern for the Trump administration [3] - The digital tax issue could derail the agreement or anger EU members who support their digital regulations and taxes [3][4] - The EU is trying to finalize the agreement quickly before President Trump makes negotiations more difficult [4] Impact on Auto Industry - German auto companies have a lot at stake in the quick implementation of the agreement [3]

So we're getting some detail now on what the U.S. and EU agreed in terms of how they're going to trade with each other. Remember, the initial agreement came out a couple of weeks ago. Now we're getting details.So you're going to have that 15% U.S. tariff on goods coming in from Europe. But it going to be concessions on sectors. So European cars, for example, European semi conductors, European pharmaceuticals, they will be paying a reduced tariff on the otherwise would have.In terms of those sectoral tariffs ...