据美国新闻网站阿克西奥斯报道，虽然贝森特坚称议程没有改变，但他的表态暗示特朗普政府正就谈 判设定新的最后期限。 美国所谓"对等关税"90天暂缓期将于7月9日结束。目前，美国加紧与多国进行贸易谈判，但进度显 著不及美方预期。 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。 美国财政部长贝森特6日说，特朗普本周将向贸易伙伴发送信函，告知美方计划征收的关税税率。对 于在8月1日之前未能与美国达成贸易协议的国家，关税税率将恢复到4月宣布的"对等关税"水平。 美国媒体解读说，贝森特这番表态暗示美方默许7月9日的关税谈判最后期限延后数周。 贝森特当天接受美国有线电视新闻网采访时表示，对于那些在8月1日前未与美国达成贸易协议的国 家，关税税率将恢复到4月宣布的"对等关税"水平。当被问及8月1日是否为最新截止日期时，贝森 特拒绝正面回应，称"我不会泄露（谈判）策略，如果你想加快速度，那就行动吧"。 ...

Group 1 - The U.S. is set to finalize several trade agreements, with higher tariffs expected to be announced by July 9 and effective from August 1 for countries that do not reach an agreement [1][2] - Various U.S. associations, including the American Apparel and Footwear Association, have expressed concerns that the tariffs will significantly increase domestic manufacturing costs and weaken the competitiveness of U.S. exports due to retaliatory tariffs from other countries [2] - The EU, Japan, and India are all emphasizing the protection of their national interests during ongoing trade negotiations, with the EU seeking a principle agreement by July 9 and considering extending the tariff suspension period if necessary [2][3] Group 2 - The EU has indicated that it will take countermeasures to protect its economy if negotiations fail, with all possible responses being considered [3] - Japan's trade negotiations with the U.S. are stalled, primarily over issues related to the automotive and agricultural sectors, with Japan stressing the importance of investment over tariffs [3] - India's trade discussions with the U.S. also face challenges in the automotive, steel, and agricultural sectors, with Indian officials asserting that any agreement must prioritize national interests [3]

当地时间6日，日本首相石破茂表示，他不会在与美方的贸易谈判中"轻易妥协"。石破茂说，日本对美 国经济进行了大量投资，应该得到与其他国家不同的待遇，日本正在做好"应对各种情况的准备"。7月9 日是美国暂缓执行所谓"对等关税"的最后期限，目前日美贸易谈判仍陷于僵局。美国总统特朗普日前向 日本施压，称可能进一步提高针对日本的关税税率。(央视新闻) ...

Group 1 - Trump's administration has achieved several strategic goals in the political and economic fields, moving beyond mere rhetoric of "Make America Great Again" [1] - The U.S. has implemented a 20% comprehensive tariff on major trade partners, including China, Canada, and Mexico, referred to as the "fentanyl tariff" [3] - The U.S. has escalated its tariff policy to a global "reciprocal tariff" action, imposing additional tariffs ranging from 10% to 49% on major economies [3] Group 2 - Vietnam and Cambodia initially faced high tariff rates of 46% and 49%, respectively, but through negotiations, Vietnam's local product tariff was reduced to 20% [5] - The U.S. is employing a "war of attrition" strategy with difficult negotiating partners like Japan and the EU, extending the application period of the 10% base tariff [5] - For smaller economies, Trump plans to send tax bills directly, with rates ranging from 10% to 70%, reflecting a pragmatic "America First" approach [5] Group 3 - Trump has focused on the "Great America" Act, which includes tax cuts, increased fiscal spending, and adjustments to industry subsidies, marking it as a core pillar of his economic policy [7] - Despite strong opposition, including from former allies, Trump successfully pushed the act through Congress, demonstrating his commitment to core policies [7] Group 4 - Trump has faced significant resistance in monetary policy, particularly from Federal Reserve Chairman Jerome Powell, who has not complied with Trump's calls for interest rate cuts [9] - Recent OPEC+ decisions to increase oil production may alleviate inflationary pressures from tariffs, potentially influencing the Fed's interest rate policies [9][10] - The combination of tariff policies, the "Great America" Act, and the ongoing negotiation with the Fed indicates substantial progress in Trump's economic agenda [10] Group 5 - The execution efficiency and outcomes of these policies reflect Trump's governance capabilities, successfully turning challenging policy goals into reality [12] - In a polarized political environment, this results-oriented governance style may be key to advancing his policies [12]

Group 1 - The core viewpoint of the articles revolves around India's firm stance against the U.S. tariff policies, highlighting its decision to impose retaliatory tariffs on American goods amounting to $725 million, reflecting its belief in self-reliance and reduced dependency on the U.S. market [1][2][4] - India's exports to the U.S. account for only 18% of its total exports, indicating that it does not rely heavily on the American market, especially in comparison to its exports to China, which stand at 14.7% [2] - Modi's government is actively seeking to strengthen its position within BRICS and other international platforms, showcasing its commitment to multilateralism and regional cooperation, as evidenced by Modi's participation in the BRICS summit [4][5] Group 2 - The articles suggest that Modi's approach is influenced by the lack of concessions from the U.S. and the need to assert India's role on the global stage, particularly in light of the absence of key leaders from China and Russia at the BRICS summit [4][5] - India's recent actions, including the joint statement on IMF reform, signify its ambition to position itself as a representative of the Global South and to challenge the dominance of the U.S. dollar [5] - The ongoing tensions with the U.S. and the potential for closer ties with China and Russia indicate a strategic pivot for India, emphasizing its desire for an independent and multipolar foreign policy [7]

当投资者普遍押注关税不会升级时，摩根士丹利却在思考一个关键问题：如果7月9日的结果与预期不 符，市场将面临怎样的冲击？ 央视新闻指出，7月9日（本周三）是美国与各国谈判贸易协议的截止日期。据追风交易台消息，摩根士 丹利全球固定收益和主题研究主管Michael Zezas发布研报警示，尽管市场普遍预期美国关税政策不会进 一步升级，但7月9日关税暂停期到期这一关键节点仍存在多种可能性，投资者需要为不同情形做好准 备。 该行的基本预期是美国有效关税水平仅会适度上升，但会伴随一些新的波动，并分析了三种可能的情 形。 基本情形：延期策略 摩根士丹利认为最可能的情况是，白宫将以双边谈判取得了"进展"为由，延长对大多数主要贸易伙伴 的"对等关税"暂停期，同时宣布与某些贸易伙伴(包括越南)达成高层协议，并可能在未来某个日期对其 他国家提高关税税率。 "对等关税"暂停期结束，8月1日又要开始支付新关税？ 随着截止日期的临近，据环球时报5日报道，美国总统特朗普表示，美政府7月4日起将向尚未达成贸易 协议的国家发出新关税税率的通知，税率区间为10%至70%，并计划从8月1日起正式实施。这一税率上 限（70%）远高于其4月份宣布的5 ...

2025.07. 07 微信编辑 | 七三 推荐阅读 雷军回应友商"截胡"YU7 贝森特当天接受美国有线电视新闻网采访时表示，对于那些在8月1日前未与美国达成贸易协议 的国家，关税税率将恢复到4月宣布的"对等关税"水平。当被问及8月1日是否为最新截止日期 时，贝森特拒绝正面回应，称"我不会泄露（谈判）策略，如果你想加快速度，那就行动吧"。 据美国阿克西奥斯新闻网站报道，虽然贝森特坚称议程没有改变，但他的表态暗示特朗普政府 正就谈判设定新的最后期限。 美国所谓"对等关税"90天暂缓期将于7月9日结束。目前，美国加紧与多国进行贸易谈判，但进 度显著不及美方预期。 本文字数：397，阅读时长大约1分钟 据新华社，美国财政部长贝森特6日表示，总统特朗普本周将向贸易伙伴发送信函，告知美方计 划征收的关税税率。对于未能达成协议的国家，所谓的"对等关税"将于8月1日生效。美国媒体 解读说，贝森特这番表态暗示美方默许7月9日的关税谈判最后期限延后数周。 ...

智通财经APP获悉，历经三个月的反复拉锯，全球经济即将迎来特朗普关税政策的最终审判日。本周 三，这位美国总统为贸易谈判设定的最后期限将见分晓，为持续动荡的市场拨开迷雾。 尽管特朗普曾得意宣称"关税是我最爱的词汇"，但其经济认知存在根本谬误——这位总统始终误以为关 税将由贸易伙伴直接买单。事实上，美国进口商才是主要承担者，他们不得不在压缩利润与转嫁成本给 消费者之间做出痛苦抉择。 随着90天关税暂缓期的终结，特朗普所谓"对等征税"政策将全面启动。这位美国总统坚信，这套保护主 义组合拳既能缩减美国贸易逆差，又能重振制造业雄风。然而这种单边关税手段，正在颠覆WTO框架 下运行数十年的全球贸易体系。 | | US Effective | Announced US | | | --- | --- | --- | --- | | | Tariff Rates | Reciprocal | State of Play | | | (2024,8) | Tariff | | | | | | Matched US tariff hike, then agreed with US to temporarily reduce | ...

Group 1 - The core point of the news is the initiation of a global trade war by the Trump administration, with tariffs ranging from 10% to 70% imposed on over 170 countries, effective from August 1 [2][4] - Southeast Asian countries are particularly affected, with Vietnam leading the way by opening its market in exchange for a 20% tariff, prompting other nations to follow suit with varying concessions [2][4] - Indonesia has proposed a "bold plan" to implement near-zero tariffs on 1,700 American goods, covering nearly 70% of U.S. exports to Indonesia, in exchange for preferential access to nickel and large-scale purchases of U.S. liquefied natural gas [2][4] Group 2 - Cambodia has strengthened economic and military ties with the U.S., signing a trade agreement that reduces tariffs from 49% to 20%, led by Deputy Prime Minister Sun Chanthol [4] - Thailand faces significant pressure as its manufacturing costs are higher than Vietnam's, making it vulnerable to the same 20% tariffs [4] - India has submitted a retaliatory tariff proposal to the WTO, indicating plans to counter U.S. tariffs on automobiles and steel, emphasizing that countermeasures must be equivalent to the losses incurred [4][6] Group 3 - The U.S. has categorized over 170 countries into three tariff levels, with the first level (10%) as a reward for compliant nations, the second level (20%) as punishment for resistant countries, and the third level (50%) as a "killing tax" for strategic competitors [4][6] - The U.S. Customs Department is hiring thousands of inspectors and utilizing blockchain technology to track goods, threatening 200% punitive tariffs on countries that attempt to "launder" their product origins through third countries [4][6] - Economists warn that this trade war will force a high-risk restructuring of global supply chains, particularly impacting Southeast Asian economies that heavily rely on exports to the U.S. [6]

在7月2日雅典的一次活动上，为其回忆录《自由》希腊语译本的推广活动中，默克尔公开批评特朗普， 直言"不要被特朗普吓倒，就算是美国也无法独立生存"，并呼吁欧洲不要惧怕美国。她毫不留情地指出 特朗普"爱出风头"，其行为动机是"吸引注意力，转移焦点"。 默克尔的言辞并非空穴来风。她详细回忆了2017年3月在白宫椭圆形办公室与特朗普会面时，特朗普拒 绝与她握手，却在摄像机外主动握手的经历。她分析道，特朗普的关税政策也体现了同样的策略——通 过展现强硬姿态来证明自己的能力，以赢得国内支持。 默克尔，这位德国历史上任期最长的总理，在卸任后一直保持低调。然而，近期她却因一段针对特朗普 的犀利言论，再次成为全球瞩目的焦点。这并非偶然，而是与美欧贸易战中日益紧张的局势密切相关。 特朗普于4月2日宣布对部分贸易伙伴征收"对等关税"，引发美国金融市场剧烈震荡。尽管4月9日他宣布 暂时缓期90天，但维持了10%的"基准关税"，并威胁若7月8日前未与欧盟达成协议，将对欧盟商品征收 高达50%的关税。 目前，美国已对欧盟钢铝产品征收50%关税，对汽车征收25%，对其他大部分商品征 收10%的基准关税。 随着7月8日最后期限的临近，欧盟焦 ...