The new agreement with the EU is needed to preserve Switzerland’s access to the bloc, which is its largest trading partner. But some Swiss citizens are alarmed by its terms https://t.co/Qo5BJrbpz2 ...

印尼官员：根据评估，19%的整体关税对印尼有利。印尼仍在与美国进行谈判，要求豁免棕榈油、可可和镍的19%关税。美国的IT产品将不受印尼本地内容要求的限制，除酒精饮料和猪肉外，所有美国商品进口印尼将享受零关税。外汇交易员 (@myfxtrader):特朗普表示，根据与印尼达成的新协议，美国将对来自印尼的商品征收19%的关税，还称正在商讨更多协议，他将继续争取与贸易伙伴达成他认为更好的协议，以及一条降低美国巨额贸易逆差的路径。 ...

UK officials are optimistic that the Trump administration will soon agree to modify the domestic-production requirements that are holding up a trade agreement to lower US tariffs on British steel. https://t.co/j5IyyX2ojQ ...

路透：消息人士称，澳洲即将与中国政府达成协议，允许澳洲供应商向中国试运五批菜籽油，此举将结束长达数年的菜籽油贸易冻结。 ...

Indonesia sees ‘new era’ for trade with the US under deal signed with Trump https://t.co/89ROvNq3R5 ...

韩国产业通商资源部：或许可能在8月1日期限前与美国达成“原则性”贸易协议。 ...

Consumers may soon be paying more for fresh tomatoes as a decades-long deal with Mexico expires in less than a week, absent a last-minute deal or extension https://t.co/Rf8ayO5b0I ...

Malaysia will continue to engage with the US for a “mutually beneficial” trade agreement after Trump threatened to impose a 25% tariff on the Southeast Asian nation https://t.co/tgSqTTDIle ...

Investment Rating - The report maintains a high conviction level on several currency pairs, including short CNH against an equal-weighted basket (EUR, AUD, KRW) at 4/5, long EUR/INR at 4/5, and long USD/HKD outright at 4/5 [6][10][16] Core Insights - The report suggests a bias towards a weaker USD, despite some short-term headwinds from stronger-than-expected US nonfarm payroll data [8][12] - Key focus points include potential changes in US trade agreements and the influence of Fed Chair Powell's position on USD strength [11][20] - The report highlights the importance of monitoring developments in US tariffs, particularly concerning Japan and other major trading partners [19][20] Summary by Sections Asia FX Strategy - The conviction level on short CNH against an equal-weighted basket has been raised to 4/5, targeting a 4% return by the end of July [11] - Long EUR/INR is favored with a conviction level of 4/5, driven by RBI's bias to maintain FX reserves and local growth slowdown [17] - Short USD/TWD is maintained at a high conviction level of 4/5, with expectations of continued foreign equity inflows and robust local fundamentals [15] G10 FX Strategy - Long EUR/GBP is retained at a conviction level of 4/5 due to fiscal pressures on GBP and potential for further deterioration in economic data [21] - Short USD/JPY recommendations are maintained, with expectations of downward pressure on USD against JPY amid rising tariff risks [19][20] - The report indicates a modestly positive outlook for AUD, with expectations of a rate cut from the RBA [22] Asia Rates Strategy - Conviction on pay 10y HK IRS is raised to 4/5 due to increased HKMA intervention and expectations of upward pressure on USD/HKD forwards [25] - The conviction on pay 5y outright in China is maintained at 4/5, while the conviction on 2s5s steepener is reduced to 3/5 [26] - In India, a 2y NDOIS receive position is maintained, with limited near-term catalysts expected [27]

U.S. equities mostly gained at midday on a new U.S.-Vietnam trade agreement, although the advance was limited by a decline in private sector jobs. https://t.co/jGgobNOlpr ...