日本经济再生大臣赤泽亮正表示将推动贸易协议同时维护日本利益。 ...

欧元兑美元大致持平，美国总统特朗普谈及欧盟关税，宣称（欧盟）将与其民众沟通。 已经与德国对话，他们"非常热情"，并与（欧洲）许多大国沟通。 那些关税信函就是（特朗普想要的）贸易协议。 一直都对欧洲等保持对话的开放性。 欧盟为了贸易问题而与美国接触，欧盟希望（与特朗普）磋商。 （美国）将获得更加友好的关税。 ...

特朗普：关税信函就是贸易协议内容。 ...

Group 1 - The EU has chosen to handle the new round of US tariffs with restraint, extending the suspension period for countermeasures until early August, indicating a preference for negotiation over confrontation [1][2] - The US plans to impose tariffs ranging from 25% to 50% on imports from various countries, including Mexico and the EU, starting August 1, which has raised concerns among European leaders about inflation and uncertainty [2][3] - Experts suggest that the EU's hesitation in negotiations stems from its limited leverage due to the intertwined economic and defense interests with the US, making it unlikely for the EU to gain significant benefits from any trade agreement [1][8] Group 2 - The EU is facing pressure from the US to reduce the trade deficit, particularly in sectors like aerospace and automotive, but the EU's ability to make concessions is constrained by strong domestic industries [4][5] - The EU's trade surplus with the US is substantial, estimated at over €190 billion in 2024, but the EU's reliance on the US market complicates its negotiating position [8][9] - The ongoing trade negotiations are influenced by broader geopolitical considerations, with the EU's defense dependency on the US limiting its willingness to adopt a confrontational stance [9][10] Group 3 - The potential for a trade agreement between the US and EU remains, but the likelihood of reaching a deal before the August 1 deadline is uncertain, and any agreement may not significantly enhance trade relations [10][11] - Experts predict that the EU may have to accept higher baseline tariffs as part of any agreement, with estimates suggesting a range of 15% to 20% for the EU [11]

Group 1 - The market anticipates a trade agreement between the EU and the US to avoid the 30% punitive tariffs threatened by Trump, leading to resilience in the euro to dollar exchange rate, stabilizing around 1.1695 [1] - The euro initially dropped 0.3% to a three-week low of 1.1651 but later recovered all losses, indicating market volatility amid ongoing trade negotiations [1] - EU Commission President Ursula von der Leyen announced an extension of the trade countermeasure suspension period until August 1, allowing more room for negotiations [1] Group 2 - Market sentiment towards US tariff threats is diminishing, with investors confident that the Trump administration will make concessions, as seen in past policy reversals [3] - Financial leaders, including JPMorgan CEO Jamie Dimon, have warned against blind optimism in the market regarding trade negotiations [3] - The interest rate market has already priced in the impact of tariffs, with swap pricing indicating that the European Central Bank is expected to lower rates only once in the current cycle [3]

Group 1: Gold Market Insights - Goldman Sachs reports that central banks and institutions bought an average of 77 tons of gold per month from January to May this year, with expectations for gold prices to reach $4,000 per ounce by mid-2026 [1] - The firm maintains a "long-term bullish" investment recommendation for gold, anticipating new highs in the coming quarters [1] Group 2: Currency and Trade Implications - Morgan Stanley suggests that a weaker dollar is an underestimated strong tailwind for U.S. corporate earnings, particularly benefiting large-cap companies with significant overseas profits [2] - The dollar has declined by 10% this year, marking its worst performance since 1973, with further declines expected [2] - Jefferies predicts that the Singapore dollar could appreciate to parity with the U.S. dollar within five years, representing a 28% increase [3] Group 3: U.S. Economic Outlook - Canadian Imperial Bank of Commerce raises its year-end target for the S&P 500 index to 6,250 points, citing increased investor confidence and focus on the 2026 economic outlook [4] - CIBC forecasts that U.S. inflation will rise to 2.6% year-on-year in June, driven by tariff-induced cost increases [6][7] Group 4: Trade Agreements and Market Reactions - Dutch International Bank indicates that the EU still has time to negotiate a trade agreement with the U.S. amid tariff threats from Trump [5] - HSBC notes that changes in U.S. policy and upcoming inflation data will likely influence the dollar's performance this week [6] Group 5: Sector-Specific Opportunities - Citic Securities highlights that the banking sector is expected to continue its upward trend in Q3, driven by undervalued stocks and a favorable earnings outlook [10] - Citic Securities also identifies potential investment opportunities in the AI sector, particularly with the release of the new Grok 4 model, which shows significant advancements in reasoning capabilities [12] - Guotai Junan Securities suggests that the media sector presents opportunities in areas such as IP and gaming, advanced technology applications, and companies with stable performance [16]

金十数据7月14日讯，在朗普威胁对欧盟征收30%的关税后，欧元兑美元EUR/USD跌至近三周来的最低 点。除非达成贸易协议，否则关税将于8月1日生效。欧盟表示将推迟对美国的报复性关税，以便有更多 时间达成贸易协议。杰富瑞经济学家Mohit Kumar在报告中说，宣布提高关税是一种谈判策略，应能鼓 励欧盟和其他国家尽快达成协议。不过，在最近宣布关税之后，不确定性可能已经上升。 欧元/美元 特朗普关税威胁后欧元下跌 分析师：不确定性已上升 ...

韩国官员表示，8月前可能与美国达成贸易框架协议 金十数据7月14日讯，韩国最高贸易特使周一表示，有可能在8月1日的最后期限前与美国达成一项"原则 性"贸易协议，并暗示韩国可能对扩大农产品市场准入持开放态度。韩国产业通商资源部通商交涉本部 长吕翰九表示，韩国正在寻求避免美国对其工业的关键领域征收"不公平"关税，这将破坏与其主要安全 盟友和贸易伙伴的工业合作。"我相信在美国关税谈判中有可能达成原则上的协议，然后花一些时间进 一步谈判，"吕翰九说，"20天不足以制定一个包含所有细节的完美条约。""我们需要对农业和畜牧业做 出战略性判断，"吕翰九说，"敏感"领域可能需要继续保护，但有些方面可能被视为整体框架的一部 分。 ...

Group 1 - The core viewpoint is that the European Union is currently negotiating trade issues with the United States, while South Korea is also seeking to reach an agreement with the U.S. [1]

白宫经济顾问哈塞特表示，总统特朗普已初步了解一些拟议贸易协议的框架，并认为这些协议还需进一 步完善。 ...