特朗普表示，会在今日（7月4日）起向各国发出信件，具体说明有关国家货物进入美国时将面对的关税税率。 他在前往艾奥瓦州前向记者表示，每次将有10个国家收到有关信件，信中提及的关税税率为20%至30%。 美国财长贝森特表示，将有约100个国家面对10%对等关税，并预计下周三(9日)对等关税宽限届满前有一系列 的贸易协议公布。美国4月公布对等关税政策时，获10%基准对等关税税率的国家及地区有123个。他还说，未 来几天将有大量消息。 那么，大限将至之际，市场是否会如四月初一般演绎？ 关税大消息 特朗普在离开华府前往爱荷华参加活动前向记者说："我们可能会开始寄信，很可能从明天（7月4日）开始， 或许一天十封，通知各个国家他们未来与美国商业往来时需要支付多少关税。" 特朗普多次威胁，若无法在下周期限前与美国达成贸易协议，将单方面设定关税。特朗普最早在4月2日宣布激 进的"对等"关税，但很快就宣布暂停90天，给各国协商的时间，这段期间的税率是10%。 美国目前只和英国、越南两国敲定贸易协议，另与中国达成框架协议，缓解两大经济体之间你来我往、互不相 让的关税报复举措。 在搞定了"大而美"法案之后，美国总统特朗普的重心重回关 ...

Group 1 - The core point of the news is the ongoing trade negotiations between the United States and India, with a focus on agricultural and dairy products, as well as the potential for a temporary trade agreement within 48 hours [2][4]. - The U.S. has reached an agreement with Vietnam, which has stimulated trade negotiations with other economies, including India [1]. - India is resistant to lowering tariffs on genetically modified corn, soybeans, rice, and wheat, citing the need to protect its farmers, who are a significant political group [1][4]. Group 2 - The Indian government is willing to reduce tariffs on walnuts, cranberries, and other fruits, as well as medical devices, automobiles, and energy products [1]. - The Indian rupee strengthened against the dollar, reaching a one-month high, following news of the potential agreement with the U.S. [2]. - Indonesia plans to sign a memorandum of understanding worth $34 billion with the U.S. to invest and purchase American products, indicating a broader regional effort to engage in trade agreements with the U.S. [5][6].

美国财长贝森特：预计7月9日前将有大量贸易协议达成。 ...

美国财长贝森特：将宣布多项贸易协议。 ...

美国财长贝森特：据悉与越南的贸易协议原则上已敲定。 ...

美国财长贝森特：我们将会看到更多的贸易协议达成。 ...

金十数据7月3日讯，欧盟委员会主席冯德莱恩表示，欧盟的目标是在7月9日之前与特朗普政府达成一 项"原则性协议"，而不是一项更全面的协议。冯德莱恩表示，不可能在特朗普政府的90天窗口期内与美 国达成详细协议。她说，由于贸易关系的数量和复杂性，与美国谈判是"一项艰巨的任务"。欧盟委员会 副主席谢夫乔维奇定于周四在华盛顿会见美国官员。目的是在下周三之前完成贸易谈判，特朗普威胁 称，如果届时没有达成协议，将把欧盟进口商品的关税提高到50%。 欧盟寻求与美国就贸易达成"原则性协议" ...

| Millio | ■控期货 | 贵金属日报 | | --- | --- | --- | | | 操作评级 | 2025年07月03日 | | 黄金 | ☆☆☆ | 刘冬博 高级分析师 | | 白银 | ☆☆☆ | F3062795 Z0015311 | | | | 吴江 高级分析师 | | | | F3085524 Z0016394 | | | | 010-58747784 gtaxinstitute@essence.com.cn | 今日贵金属偏强震荡。本周鲍威尔讲话重申在经济依然稳健的情况下美联储选择保持耐心,下一步行动将完 全取决于数据表现。昨晚美国ADP就业人数减少3.3万人录得2023年3月以来最大降幅，降息预期升温，市场 基本完全定价美联储将于9月完成降息，聚焦非农数据对就业的验证，因美国独立纪念日该数据将于今晚公 布。 ★特朗普宣布与越南达成贸易协议，越南市场将对美国全面开放，越南将向美国支付20%的关税，适用于任 何进入美国领土的商品，且对转运货物征收40%的关税;越南国家媒体称美国将大幅削减多种越南产品的关 税。 ★当地时间7月3日，西门子公司称，美国商务部已通知全球三大芯片设计软件供应 ...

Core Viewpoint - The recent US-Vietnam trade agreement has raised concerns among analysts, indicating that the deal may not be as beneficial as initially expected, with potential negative implications for other Asian economies [1][2]. Summary by Sections Trade Agreement Details - The agreement imposes a 20% tariff on Vietnamese goods exported to the US, which is double the anticipated 10% rate, setting a stringent precedent for future negotiations with other countries [5] - A surprising 40% tariff will be levied on goods transshipped through Vietnam, aimed at preventing tariff evasion, which could significantly impact countries like Thailand and Malaysia that are closely linked to Vietnam's supply chain [5] Market Reactions and Implications - The announcement of the trade agreement is seen as a positive development as it reduces uncertainty, allowing businesses to plan more effectively [2] - However, the report highlights that the negative aspects of the agreement outweigh the positives, particularly due to the increased bargaining power of the US in trade negotiations, which may pressure other countries to concede in future talks [3] Impact on Asian Economies - The trade agreement is expected to exert downward pressure on interest rates across Asia, with many central banks, including those in South Korea and Malaysia, having room for further easing [4] - The agreement may complicate the "de-dollarization" narrative in the region, as it could harm trade surpluses in emerging Asian markets, creating new challenges for local currencies [4] Currency Effects - The impact of the agreement on Asian currencies will vary, with currencies like the New Taiwan Dollar, Indonesian Rupiah, Indian Rupee, and Philippine Peso likely facing less impact, while the Malaysian Ringgit, Thai Baht, South Korean Won, and Singapore Dollar may experience more direct consequences [6]

欧盟委员会主席冯德莱恩：我们为与美国的贸易协议做好准备，但如果没有达成协议我们也做好准备。 ...