Core Viewpoint - Target's stock experienced volatility, initially declining due to a disappointing jobs report but later rebounding following positive trade news with Vietnam [1][2][5]. Group 1: Stock Performance - Target's stock was up 1.4% by 2:30 p.m. ET after an earlier drop of 5.3% [1]. - The stock opened with a significant sell-off due to the ADP jobs report indicating a decline in the U.S. private sector labor force [2]. Group 2: Labor Market Impact - The ADP report showed a decline of 33,000 jobs in the private sector for June, contrasting with economists' expectations of a 110,000 increase [4]. - The weaker jobs data raises concerns about potential consumer spending declines, which could negatively impact Target's sales [5]. Group 3: Trade Agreement Influence - The announcement of a trade deal between the U.S. and Vietnam helped lift Target's stock despite the negative labor market indicators [6]. - The trade agreement may allow Target and its suppliers to mitigate challenges related to tariffs, particularly as many companies are shifting production to Vietnam [7].

Group 1 - The U.S. has reached a trade agreement with Vietnam, which includes a 20% tariff on all goods exported to the U.S. from Vietnam, higher than the current 10% baseline tariff but lower than the previously planned 46% "reciprocal tariff" [1][2] - Vietnam will also face a 40% tariff on goods that are transshipped through Vietnam to the U.S. from other countries [1] - The agreement allows Vietnam to open its market to U.S. products with zero tariffs, particularly benefiting U.S. SUVs and large engine vehicles [1] Group 2 - Following the announcement of the trade agreement, stocks of major apparel and footwear brands that source products from Vietnam saw significant gains, indicating reduced uncertainty in the apparel industry [2][4] - The S&P 500 index reached a new intraday high, reflecting positive market sentiment following the trade news [6] - Vietnam is set to purchase $8 billion worth of Boeing aircraft as part of the trade agreement, contributing to a rise in Boeing's stock price [9]

Core Viewpoint - The article reports that the United States and Vietnam have reached a trade agreement, with President Trump announcing that all Vietnamese exports to the U.S. will face at least a 20% tariff, while the U.S. will fully open its market to Vietnam [1]. Group 1 - President Trump confirmed the trade agreement with Vietnam on social media, stating that details will be announced later [1]. - The agreement includes a significant tariff of at least 20% on all Vietnamese exports to the U.S. [1]. - Vietnam's General Secretary, Nguyen Phu Trong, discussed bilateral trade issues and urged the U.S. to recognize Vietnam's market economy status and lift restrictions on high-tech exports to Vietnam [1].

Group 1 - The article discusses a new trade agreement between the United States and Vietnam, announced by President Trump, which includes a 20% tariff on all goods exported from Vietnam to the U.S. and a 40% tariff on transshipped goods [2][5][10] - Vietnam has agreed to eliminate tariffs on U.S. products, allowing for zero tariffs on American exports to Vietnam, which is seen as a significant market opening [3][6] - The announcement led to volatility in the U.S. stock market, particularly affecting furniture and apparel stocks, with companies like ON Holding and Lululemon experiencing notable price fluctuations [7][8] Group 2 - Vietnam is a key supplier of textiles and athletic apparel, with major brands like Nike, Gap, and Lululemon manufacturing in the country, and it was the sixth-largest source of U.S. imports last year, with exports to the U.S. nearing $137 billion [6] - The article highlights uncertainty regarding the implementation of the transshipment plan and whether the agreement has been finalized, as the U.S. government has not provided clarity on the specific goods subject to the 40% tariff [9][10] - The potential for increased tariffs on Vietnamese goods could rise to at least 46% if previous tariff announcements remain unchanged, which could significantly impact trade dynamics [11]

美国农业部长：美国农业将从与越南的贸易协议中受益。 ...

Group 1 - The United States and Vietnam have reached a trade agreement, announced by President Trump, which was a result of weeks of diplomatic negotiations [1] - Under the agreement, Vietnamese goods exported to the U.S. will incur a 20% tariff, while goods involved in "transshipment" will face a 40% tariff [1][7] - Vietnam has agreed to eliminate all tariffs on U.S. imports, allowing for zero tariffs on U.S. products sold in Vietnam [1][7] Group 2 - The trade agreement comes amid increasing pressure from the U.S. on Vietnam to combat trade fraud and eliminate non-tariff barriers [7] - Vietnam has committed to purchasing $3 billion worth of U.S. agricultural products as part of the negotiations [7] - Vietnam has seen a significant increase in exports to the U.S., becoming a major supplier of textiles and athletic apparel, with exports totaling nearly $137 billion last year [2][7]

特朗普：与越南达成贸易协议 越南市场将对美国全面开放 金十数据7月2日讯，美国总统特朗普表示：我刚刚与越南达成了一项贸易协议。这将是我们两国之间的 大量合作。条款规定，越南将向美国支付20%的关税，适用于任何进入我们领土的商品，且对任何转运 货物征收40%的关税。作为回报，越南将做一件前所未有的事情，那就是向美国完全开放市场进行贸 易。换句话说，他们将"向美国开放市场"，这意味着我们将能够以零关税向越南销售我们的产品。在我 看来，SUV汽车在美国市场表现得非常好，它将在越南市场的各类产品线中成为一个很好的补充。 跟踪全球贸易动向 +订阅 订阅特朗普动态 +订阅 跟踪越南市场动态 +订阅 ...

特朗普宣布，越南将对美国出口支付20%的关税，将对任何转口贸易支付40%的关税。越南市场对美国全面开放，越南将对美国商品实施零关税。#行情 耐克瞬间抹除超过3%的涨幅并短暂转跌。外汇交易员 (@myfxtrader):特朗普：与越南达成贸易协议，详细信息将在稍后公布。 ...

特朗普：与越南达成了贸易协议 美国总统特朗普：与越南达成贸易协议，详细信息将在稍后公布。 ...

铝金属板块拉升，世纪铝业涨超4%，美国铝业涨超3.7%，凯撒铝业涨超1.5%。消息面上，据称欧盟愿 意接受与美国达成的一项贸易协议，该协议包括对其许多出口产品征收10%的普遍关税。同时，欧盟正 在敦促美国给予配额和豁免，以有效降低华盛顿对汽车、汽车零部件、钢铁和铝征收的关税。 ...