Group 1 - The Trump administration is set to send tariff notification letters to approximately 100 countries, with a deadline for agreements by August 1, after a 90-day tariff suspension period ends on July 9 [1][3] - The tariffs will primarily target smaller countries with which the U.S. has limited trade relations, many of which already have a baseline tariff rate of 10% [3] - The administration is focusing on 18 key trading partners that account for 95% of the U.S. trade deficit, indicating a strategy of "maximum pressure" on these nations to negotiate [3][4] Group 2 - The proposed tariffs could reach as high as 60% or 70% for certain countries, with the first batch of tariff letters already signed by Trump for 12 nations [4] - Despite ongoing negotiations, only three framework agreements have been announced with the UK, China, and Vietnam, with the details remaining sparse [4] - The agreement with Vietnam sets a minimum tariff of 20% on its goods, which is double the rate during the suspension period, raising concerns about the effectiveness of such agreements in reducing tariffs [4][5] Group 3 - Economic analysts warn that the trade war, particularly with China, may lead to increased costs for American consumers, with some retailers planning to raise prices despite opposition from the Trump administration [5] - The Producer Price Index (PPI) showed a slight increase in wholesale inflation, rising by 0.1% in May, which could be attributed to rising commodity costs [5] - Former Treasury Secretary Larry Summers criticized the administration's dismissal of the economic impacts of tariffs, suggesting they could lead to higher inflation and reduced competitiveness for U.S. manufacturers [5]

7月6日，比特币一度涨逾0.7%，突破109000美元，直逼110000美元。截至22：45，比特币涨 0.46%。 时内上涨超1%。 比特币到底是"数字黄金"还是"洪水猛兽"？投资者需要警惕哪些风险？ 此前，投资者在美国7月9日暂停"对等关税 " 到期前变得谨慎。 据央视新闻，美国总统特朗普表示，美国政府将从当天起开始致函贸易伙伴，设定新的单边 关税税率。 特朗普称，新关税"十有八九"从8月1日开始生效。 特朗普表示，从4日开始，美国将向多个国家发出信件，预计当天会有"10或12封"发出，更多 信件将在未来几天寄出。特朗普称，他预计这些信件将会在9日前全部送达。此前，特朗普将 7月9日设为关税谈判的最后期限。 对于将设定的新关税，特朗普说，"关税税率可能从60%、70%到10%、20%不等"。 特朗普 称，"我们已经完成了（信函的）最终文本，它将基本说明这些国家将要支付的关税是多 少"。 此外，以太坊涨近1.5%，狗狗币涨超3.5%。据Coinglass统计，过去近24小时内，加密货币全 网爆仓人数近6万人，爆仓总金额为1.20亿美元。最大单笔爆仓单发生在Binance - ETHUSDT 价值302.55 ...

对等关税暂停期限逼近 贝森特：未来72小时将非常忙碌 金十数据7月6日讯，随着美国对等关税暂停期限逼近，美国财政部长贝森特周日表示，接下来72小时将 非常忙碌。贝森特称，多项重大协议已接近达成，未来几天将宣布重要消息。他表示，若收到关税信函 的国家若未能达成协议，其出口商品将从8月1日其再次面临4月份时的关税税率。数周来，特朗普政府 官员一直宣称多项协议即将达成，但目前仅公布了与英国的有限框架协议、与印度的小型贸易协议，以 及特朗普简要概述的与越南的协议。特朗普和贝森特的最新表态表明，在截止日期前三天，谈判仍存在 变数，协议的达成并非易事。 ...

以下文章来源于东方财富网 ，作者辣笔小强 东方财富网 . 东方财富网，中国财经门户，提供7*24小时财经资讯及全球金融市场报价，汇聚全方位的综合财经新闻 和金融市场资讯。 虽然周五美股休市，但美股三大股指期货却集体下跌，小型道指跌251点，跌幅0.56%；小型纳指跌 157.77点，跌幅0.68%；小型标普跌41.22点，跌幅0.65%。 （图片来源：东方财富App，统计截至2025.7.4，不作投资推荐） 周五欧洲股市也表现不佳，欧洲斯托克50指数收盘下跌1.02%。具体而言，德国DAX30跌0.61%，法国 CAC40跌0.75%，英国富时100跌0.29点。 （图片来源：东方财富App，统计截至2025.7.4，不作投资推荐） 特朗普又开始威胁了 01 关税谈判成效甚微 02 之所以广发通知函，主要在于特朗普贸易谈判成效甚微，目前除了英国、越南等少数国家外，大多数国 家或地区的贸易谈判都不太理想，欧盟、印度、日本、韩国等主要经济体，均没有什么太大的突破。 欧盟方面，据央视新闻报道，欧盟外交官表示，欧盟谈判代表未能在美欧贸易谈判中取得突破，相关谈 判将持续至本周末。欧盟谈判代表表示，若无法达成更广泛的贸易 ...

本周（6月30日-7月4日），尽管美国6月新增非农就业和失业率均超预期强劲，但就业市场结构正逐步恶化。全球主要股指多数上 涨，国际主要商品多数走强，黄金涨势居前，美元震荡走弱。 美股方面，美股三大股指均上涨，其中标普500指数和纳斯达克指数多次创历史新高。其中，标普500指数本周累计上涨1.72%，报 6279.35点；道琼斯工业平均指数本周累涨2.3%，收报44828.53点；纳斯达克指数本周累涨4.25，报20601.1点。 欧股方面，欧洲各国股市本周多数下挫，欧洲STOXX 600指数本周累计跌0.46%；德国DAX 30指数本周累计跌1.02%；法国CAC 40 指数本周微涨0.06%；英国富时100指数本周累涨0.27%。 亚太股市方面，韩国股市本周微跌0.05%，今年迄今涨幅达到27.29%；日经225指数本周回调，累计下跌0.85%；泰国SET指数涨幅 达到3.47%；印度SENSEX30指数本周下跌约0.74%。 大宗商品方面，在美元震荡走弱、美联储降息预期一度升温、贸易谈判不确定性以及美国"大而美法案"推升美国财政风险等因素影 响下，黄金本周涨幅居前，COMEX黄金主力期货合约全周累计上涨4 ...

柬埔寨宣布与美国就关税谈判达成一致柬埔寨政府宣布，围绕对等关税的贸易协定框架，与美国讨论了联合声明并达成一致意见。关税税率等细节尚未公布。联合声明将于近期公布。🗒️特朗普4月向柬埔寨提出了49%的对等关税率。这一税率在东南亚最高。柬埔寨在服装等方面对美国的出口比例较高。如果按计划征收关税，将对就业环境等产生严重影响。外汇交易员 (@myfxtrader):特朗普宣称已经采取了宽容态度，决定施加“打折”的对等关税。随后白宫公布对多国加征对等关税的清单：中国 34%欧盟 20%越南 46%中国台湾 32%日本 24%印度 26%韩国 25%泰国 36%瑞士 31%印尼 32%马来西亚 24%柬埔寨 49%英国 10%南非 30%巴西 10%新加坡 10%以色列 17%菲律宾 17%智利 https://t.co/VFqtk3WzEj ...

Group 1 - The U.S. has reached a trade agreement with Vietnam, imposing at least a 20% tariff on Vietnamese exports to the U.S. [1] - The U.S.-China trade talks in Geneva have made significant progress, establishing a trade negotiation mechanism [1] - The Trump administration's "reciprocal tariffs" policy has led to a rise in tariffs on various trade partners, with tariffs on Chinese goods peaking at 145% [3] Group 2 - The ongoing trade war has caused significant volatility in global stock markets and has severely impacted U.S.-China economic relations [3] - The U.S. Treasury Secretary indicated that the government's cash reserves and debt control measures may be exhausted by August [3] - The implementation of "reciprocal tariffs" has resulted in increased consumer price index (CPI) growth, affecting households across different income levels [3] Group 3 - The Trump administration's stance appears to soften, with indications of a potential agreement with China, and a reduction in tariffs from 30% to 10% on Chinese goods [5] - Despite some concessions, the U.S. government continues to take actions that complicate U.S.-China relations, such as restricting funding for collaborations with Chinese universities [5][8] - Elon Musk has criticized the Trump administration's proposed "big and beautiful" bill, warning it could lead to significant job losses and strategic damage to the U.S. [6] Group 4 - The current state of U.S.-China trade relations shows signs of easing, but uncertainties remain regarding the sincerity of the U.S. government's intentions [8] - Musk's comments reflect the broader challenges and potential risks associated with U.S. trade policies [8][9] - The future trajectory of U.S.-China trade relations remains unpredictable, with global stakeholders closely monitoring developments [9]

Group 1 - Cambodia has reached a tariff agreement with the United States, becoming the second Southeast Asian country to do so after Vietnam [1][2] - The specific details of the agreement, including tariff rates, remain unclear, but a joint statement is expected to be released soon [1] - Cambodia's total export value for 2024 is projected to be $26.2 billion, with nearly 40% of its exports going to the U.S., making it the largest export market for Cambodia [2] Group 2 - The Trump administration previously indicated plans to impose a 49% reciprocal tariff on Cambodia, the highest rate in Southeast Asia [2] - To mitigate the impact on key industries such as textiles, Cambodia may have made concessions, including expanding imports of U.S. products [2] - On July 2, Trump announced that the U.S. had reached a trade agreement with Vietnam, which includes a minimum 20% tariff on all Vietnamese exports to the U.S. [3][4]

事关关税，特朗普发出威胁。 当地时间7月4日，美国总统特朗普表示，美国政府将从当天起开始致函贸易伙伴，设定新的单边关税税率，新 关税"十有八九"从8月1日开始生效。特朗普周五早些时候表示，新关税税率可能会更高，最高可达70%。 美媒分析称，特朗普此番表态意味着，白宫正跳过此前承诺的与各国分别谈判的步骤，转而直接设定新的"对 等关税"，增加了那些急于与美国达成贸易协议的国家和地区的风险。 目前来看，美国与欧盟、日本和印度等主要贸易伙伴的贸易谈判进展艰难。欧盟外交官周五表示，欧盟谈判代 表未能在美欧贸易谈判中取得突破，现在可能寻求延长现状以避免提高关税。印度方面的态度更为强硬，其7 月4日向世界贸易组织通报，由于美国对汽车及零部件加征的关税冲击印度出口，印度计划对美国征收报复性 关税。 特朗普宣布 据央视新闻，当地时间7月4日，美国总统特朗普表示，美国政府将从当天起开始致函贸易伙伴，设定新的单边 关税税率。 特朗普称，新关税"十有八九"从8月1日开始生效。 特朗普表示，从4日开始，美国将向多个国家发出信件，预计当天会有"10或12封"发出，更多信件将在未来几 天寄出。特朗普称，他预计这些信件将会在9日前全部送达。 ...

Core Viewpoint - The article discusses the recent announcement by President Trump regarding the implementation of new unilateral tariffs on various trade partners, with potential rates ranging from 10% to 70% [1][2]. Group 1: U.S. Tariff Policy - Starting July 4, the U.S. government will send letters to trade partners to set new unilateral tariff rates, expected to take effect on August 1 [1]. - Trump indicated that the new tariffs could vary significantly, with rates potentially reaching as high as 70% [2]. - The previous "reciprocal tariffs" imposed in April reached up to 50%, which had negative impacts on the U.S. economy, including a bear market in stocks [2]. Group 2: U.S.-Japan Trade Relations - Trade negotiations between the U.S. and Japan have stalled, with Trump expressing dissatisfaction over Japan's purchases of U.S. products [4]. - Trump threatened to impose tariffs of 30% to 35% on Japan if an agreement is not reached [4]. - Japan's Prime Minister emphasized the importance of protecting national interests and highlighted Japan's role as a significant investor in the U.S. [5]. Group 3: U.S.-India Trade Negotiations - Ongoing discussions between the U.S. and India regarding tariffs have faced challenges, particularly concerning agricultural products [7]. - India has drawn "red lines" in negotiations, insisting on protecting its farmers and maintaining high tariffs on U.S. agricultural imports [7][8]. Group 4: U.S.-EU Trade Dynamics - The EU has adopted a firmer stance in trade negotiations with the U.S., with calls for a stronger position on tariff discussions [11]. - Current U.S. tariffs on EU automobiles and steel products are 25% and 50%, respectively, with potential expansions to other sectors [11]. - Former German Chancellor Merkel urged the EU to respond collectively to U.S. tariff threats without fear [13]. Group 5: Economic Impact of Tariffs - The U.S. trade data for May showed a decline in both imports and exports, indicating the adverse effects of the tariff policies [15]. - The trade deficit has widened, with a notable decrease in consumer goods imports and a 4% drop in overall export value [15][16].