Core Viewpoint - China has reiterated its stance against tariff increases, emphasizing that trade wars and tariff battles yield no winners and that protectionism is not a viable solution [1][2]. Group 1: China's Position on Tariffs - China has consistently opposed tariff wars and the use of tariffs as tools for coercion, stating that arbitrary tariff increases do not benefit any party involved [2]. - The BRICS mechanism is highlighted as an important platform for cooperation among emerging markets and developing countries, promoting openness and inclusivity without targeting any specific nation [1][2]. Group 2: U.S. Tariff Developments - The U.S. is approaching a deadline for tariff negotiations set for July 9, with President Trump indicating that a combination of letters and agreements will be sent out to various countries [3][4]. - Trump confirmed that the related tariffs are set to take effect on August 1, with potential letters involving different amounts and wording for various economies [4]. - The U.S. has proposed significant "reciprocal tariffs" on allies, with rates as high as 25% for some countries and even higher for Southeast Asian nations [5]. Group 3: Legal and Regulatory Context - The U.S. International Trade Court has ruled that the International Emergency Economic Powers Act (IEEPA) does not grant the President unlimited authority to impose tariffs, leading to questions about the legality of unilateral tariff notifications [7][8]. - Legal experts suggest that unilateral tariff imposition may violate international law and could be challenged in the World Trade Organization (WTO) [8].

Core Viewpoint - The article discusses the impending implementation of new tariffs by the U.S. government, with a focus on the potential economic impacts and the ongoing trade negotiations with various countries [1][4]. Group 1: Tariff Implementation and Negotiations - U.S. Treasury Secretary Mnuchin announced that President Trump will send letters to trade partners regarding planned tariff rates, with a deadline for negotiations extended to August 1 if no agreement is reached [1][4]. - The new tariffs are expected to range from 10% to 70%, and the U.S. government is focusing on negotiations with 18 major trade partners [5][9]. - The deadline of July 9 for reaching agreements has been emphasized as critical, with the potential for tariffs to revert to levels established on April 2 if no agreements are made [5][8]. Group 2: Market and Economic Impact - The potential for tariffs to remain unchanged could lead to a 1.5% decline in economic growth, which the stock market has not yet fully priced in [1][6]. - Current market sentiment is uncertain, with expectations that the tariff suspension will either be extended or a base rate of 10% will be implemented [7][8]. - The actual economic impact of tariffs may have a lag effect, as importers are currently absorbing costs without passing them on to consumers, which could lead to an increase in inflation from 2.4% to 3.1% over the next 12 months [8][9]. Group 3: International Trade Relations - India has taken a hard stance, indicating it will impose retaliatory tariffs on U.S. goods, while South Korea is seeking to extend negotiation timelines [9]. - The European Union is engaged in ongoing negotiations with the U.S., with significant trade implications for the EU economy, particularly given the high tariffs on key exports [9].

Group 1 - The core viewpoint of the article highlights the intensifying trade conflict initiated by the U.S., with President Trump planning to notify over 170 countries about impending tariffs, indicating a shift towards a more aggressive trade stance [1][3][10] - The U.S. has only successfully negotiated agreements with the UK and Vietnam, with both countries accepting tariffs of 10% and 20% respectively, showcasing the slow progress in negotiations with other nations [1][3] - Trump’s frustration with the slow negotiation process has led him to opt for a direct communication method, sending approximately 10 letters daily to inform countries of their respective tariff rates [1][3] Group 2 - The potential tariff rates for countries could range from 20% to 30%, with Japan facing threats of 30% to 35% tariffs due to stalled negotiations on key issues like rice and automobiles [3][7] - The European Union has taken a hardline stance, demanding the U.S. lift existing tariffs before any agreements can be made, while also preparing for potential retaliatory measures [3][10] - The passage of the "Big and Beautiful Act" has emboldened Trump’s tariff policies, as it aims to fill the fiscal gap created by tax cuts and increased government spending through tariff revenues [4][5][7] Group 3 - The U.S. has made recent moves to ease restrictions on exports to China, indicating a potential de-escalation in the trade war, contrasting with the aggressive tariff strategy towards other nations [8] - The imposition of tariffs is expected to raise export costs for countries closely trading with the U.S., potentially harming their economic growth and employment [10] - While tariffs may temporarily boost U.S. fiscal revenues, they could lead to higher consumer prices and inflation in the long run, negatively impacting American consumers [10]

Core Viewpoint - The trade negotiations between the US and the EU have encountered significant setbacks, with the EU potentially seeking to extend the suspension of "reciprocal tariffs" and abandoning hopes for a comprehensive trade agreement before the deadline [5][6]. Group 1: US-EU Trade Negotiations - The EU has given up on reaching a comprehensive trade agreement before the suspension of "reciprocal tariffs" ends on September 9, and it is uncertain if a lighter principle agreement can be achieved [5][6]. - Internal divisions within the EU regarding trade cooperation with the US are hindering progress, with countries like Germany and Italy favoring a swift agreement, while France, Spain, and Denmark express concerns over necessary concessions [5]. - The EU's trade with the US is projected to reach €1.7 trillion (approximately $2 trillion) in 2024, with daily trade averaging €4.6 billion [5]. Group 2: US-Japan Trade Relations - Japan's Prime Minister Shigeru Ishiba stated that Japan will not easily compromise in trade negotiations, indicating that discussions are challenging and time-consuming [2][8]. - Trump has threatened to impose tariffs of 30% to 35% on Japan if an agreement is not reached, and Japan is preparing for various scenarios in response [8][9]. - Japan's Economic Revitalization Minister Akira Amari previously visited the US for negotiations but returned without progress, leading to increased pressure from Trump for higher tariffs [9]. Group 3: US Tariff Plans - Trump plans to send letters to various countries notifying them of the tariffs they will be required to pay, with a potential implementation date of August 1 [3][10]. - The US has already announced a 10% basic tariff on most countries and punitive tariffs of up to 50% on specific goods, with some implementations delayed to allow for negotiations [11]. - The US Treasury Secretary indicated that notifications will be sent to 100 countries with minimal trade relations, warning of higher tariffs if negotiations do not progress [12].

Group 1 - The U.S. government is setting new deadlines for "reciprocal tariffs," with tariffs set to take effect on August 1, and the President is currently determining the tariff rates and agreements [1][3] - Treasury Secretary Mnuchin confirmed that the President will send letters to trade partners regarding the planned tariffs, with a potential extension of negotiations for three weeks if no agreement is reached [1][3] - The market has not fully absorbed the potential risks associated with the tariffs, with predictions that if tariffs remain unchanged, economic growth could decline by 1.5% [1][5] Group 2 - The Trump administration is focusing negotiations on 18 major trading partners, with several important agreements nearing completion despite delays from counterparts [4] - The market is facing uncertainty as the deadline approaches, with expectations that the suspension of retaliatory tariffs will either be extended or a base rate of 10% will be implemented [5][6] - The impact of tariffs on the U.S. economy may have a lagging effect, as importers are currently absorbing costs by compressing profit margins rather than passing them on to consumers [5][6] Group 3 - International trade negotiations are complex, with India adopting a tougher stance and threatening retaliatory tariffs against U.S. goods, while South Korea seeks to extend negotiation deadlines [6] - The European Union is negotiating a framework trade agreement with the U.S., with high tariffs on basic goods, automobiles, and steel potentially impacting economic growth in Europe [6]

Core Viewpoint - The article discusses the escalating trade tensions between the United States and various countries, particularly focusing on India's decision to impose retaliatory tariffs against the U.S. despite ongoing negotiations [2][4][11]. Group 1: U.S. Trade Policy and Global Reactions - The so-called "90-day tariff grace period" is nearing its end, with only Vietnam and the UK reaching agreements with the U.S. [2] - The U.S. has a significant trade deficit with other countries, which is seen as normal due to its status as the world's largest consumer nation [7][9]. - Trump's imposition of reciprocal tariffs has drawn widespread criticism globally, as many believe it is an ineffective solution to the trade deficit issue [5][9]. Group 2: India’s Response to U.S. Tariffs - India announced its intention to impose retaliatory tariffs on the U.S. before finalizing trade agreements, indicating a strong stance against U.S. pressure [4][15]. - The trade agreement between the U.S. and India had nearly reached consensus, but disagreements over agricultural and dairy market access led to a breakdown in negotiations [13][19]. - India's decision to retaliate is surprising to many, as it reflects a willingness to stand firm against U.S. demands, particularly in sensitive sectors like agriculture [15][17]. Group 3: Factors Behind India's Stance - India's agricultural and dairy sectors are crucial for its farmers, making concessions in these areas politically risky for Prime Minister Modi [19]. - The influence of China's strong response to U.S. tariffs has emboldened India to adopt a more assertive position [21]. - India holds significant leverage over the U.S. due to its status as a major supplier of generic drugs and its robust IT industry, which contributes to its confidence in facing U.S. retaliation [21][23][24].

Core Viewpoint - The article discusses the intensifying battle between bulls and bears in the gold market, highlighting the return of short sellers and the implications of reduced tariff deadlines on gold prices [1] Group 1: Market Dynamics - There is an increase in short selling pressure on gold, indicating a bearish sentiment among traders [1] - The deadline for equal tariffs has been reduced, which may influence market expectations and trading strategies related to gold [1] Group 2: Future Outlook - The article raises questions about the future performance of gold in light of current market conditions and trader behaviors [1]

Core Viewpoint - The market is experiencing tension ahead of the US tariff negotiations deadline on July 9, but there is no panic, with investors adopting a wait-and-see approach [3]. Group 1: Market Overview - The current trading price of spot silver is $36.57 per ounce, with a daily high of $37.21 and a low of $36.34 [1]. - The dollar index is trading around 97.37 [1]. - The market is showing some nervousness regarding the upcoming tariff announcements, but the reaction appears more relaxed compared to previous situations [3]. Group 2: Tariff Negotiations - The Trump administration has only signed agreements with the UK and Vietnam since announcing comprehensive tariffs, with limited agreements reached with major Asian countries [3]. - There are indications that the new deadline for tariffs may be flexible, especially for major trading partners [3]. - The final decision regarding tariffs will ultimately depend on President Trump [3]. Group 3: Technical Analysis of Silver - Silver is currently pausing its upward trend but still shows an upward inclination, forming a double bottom chart pattern [4]. - Key resistance levels for silver are identified at $37.00 and $38.00, with a potential drop below $36.00 leading to further declines [5]. - The Relative Strength Index (RSI) indicates bullish momentum, suggesting that the path of least resistance is upward [5].

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关税最新消息。 7月7日，外交部发言人毛宁主持例行记者会。 法新社记者提问，金砖国家峰会将于今天闭幕。昨天，美国总统特朗普批评金砖国家"推行反美政策"，并威胁对其成员国加征10%的新关税。请问中方对 此有何评论？ 毛宁表示，金砖机制是新兴市场和发展中国家合作的重要平台，倡导开放包容、合作共赢，不搞阵营对抗、不针对任何国家。 "关于加征关税，中方已经多次阐明了立场——贸易战、关税战没有赢家，保护主义没有出路。"毛宁说。 路透社记者追问，特朗普称要对金砖国家加征10%关税。请问中方是否就此与美方进行过沟通？中国是否已向美方澄清相关立场及可能产生的影响？如果 美国最终决定对中国加征这一额外关税，中方将采取何种应对措施？ 毛宁表示，刚刚已经介绍了我们对金砖机制的看法。金砖机制是国际上的积极力量，金砖合作是开放包容的，不针对任何国家。 至于关税，我们一贯反对搞关税战、贸易战，反对以关税作为胁迫施压的工具。"肆意地加征关税，不符合任何一方的利益。"毛宁说。 值得一提的是，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 ...