Market Dynamics - EDA 行业的主要参与者现在可以在中国开展业务 [1] - 美国和中国正在进行贸易谈判 [3][4] - 中国此前限制稀土出口，现在已达成初步协议恢复出口 [3][4] - 出口管制通常是国家安全问题，但现在被纳入贸易谈判 [4] Industry Impact - EDA 软件对于设计半导体至关重要 [2] - 美国在半导体设备领域领先，荷兰 ASML 是主要参与者 [6] - 如果华为能够自由使用 EDA，可能会缩小与美国的技术差距，设计自己的先进芯片 [5] - 中微公司 (Wang Wei) 已成为中国国家冠军，致力于解决关键瓶颈 [7] - 中微公司在 7 纳米芯片方面取得进展，但进展速度有所放缓，EDA 工具将帮助他们取得进展 [8] - 美国放松对华 EDA 出口限制令人惊讶 [9] Company Specifics - 西门子 (Siemens), Cadence Design Systems 和 Synopsis 受到出口限制回滚的影响 [2]

Japan’s efforts to maintain a steady, friendly approach to trade negotiations are being tested as Trump ramps up pressure for a deal ahead of a looming tariff deadline. https://t.co/jiyHmBWQAo ...

Economic Outlook & Uncertainty - Trade negotiations are a relevant factor influencing the European economy, with predictions varying based on different outcomes [1] - High levels of uncertainty persist due to geopolitical risks and the unknown final outcome of trade negotiations [4][5] - The Euro area's growth rate is expected to be below 1% in 2025 and slightly above that in 2026, with risks tilted to the downside [9] - Investment is flat, and consumption is not recovering, indicating a weak economic situation [9][10] Monetary Policy - The ECB has reduced interest rates eight times, from 4% to 2%, and is in a good place to deal with the future [3] - Further interest rate cuts are unlikely to significantly improve the economy, and the focus should be on certainty in trade and fiscal policies [10][11] - The evolution of inflation is expected to be positive, with the possibility of undershooting the target being limited [6][7] - The ECB does not target any concrete level for the exchange rate but monitors its level and evolution, considering its impact on inflation [16] Inflation & Exchange Rate - The ECB is confident that inflation will reach 2%, with favorable factors including the exchange rate and the evolution of energy prices [17][18][19] - An exchange rate of 1.17 or even 1.20 is considered acceptable, but overshooting beyond that would be more complicated [14] Fiscal Policy & Market Risks - Increased defensive spending is supported, but fiscal sustainability is needed, as markets may not continue to overlook fiscal policy [21][22] - Concerns exist about a market event linked to perceived unsustainable fiscal policy, which could lead to higher yields and impact valuations [23][24]

US stocks rose as investors cheered progress in trade negotiations between the Trump administration and key partners as a tariff deadline nears https://t.co/OLsxEGtWth ...

Trade Policy - Indonesia to ease import rules on various goods, including fertilizers and footwear [1] - The policy change aims to improve competitiveness [1] - The move is intended to support ongoing trade negotiations with the US and other countries [1]

加拿大取消数字服务税以推进与美国更广泛的贸易谈判。加拿大总理卡尼和美国总统特朗普同意双方将恢复谈判，以期在7月21日之前达成协议。#行情 加元走强，美元兑加元短线跌25点至1.3670。外汇交易员 (@myfxtrader):特朗普在Truth Social宣布立即终止与加拿大的所有贸易谈判 https://t.co/4NHKavn5eZ ...

President Trump said he is stopping trade negotiations with Canada because of its digital-services tax on U.S. tech companies. Photo: Joe Raedle/Getty Images ...

China pledged to approve export applications for rare earths to the U.S., potentially easing a major irritant in the countries’ trade negotiations https://t.co/XTJ70uIjCi ...

We are ready for a deal. At the same time, we are preparing for the possibility that no satisfactory agreement is reached. This is why we consulted on a rebalancing list and we will defend the European interest as needed.In short, all options remain on the table. Okay. All options remain on the table.Joining us from Brussels is Bloomberg's Oliver Crook, who, of course, was covering that EU leaders meeting for us yesterday, only some EU leaders and pushing for a quick solution. As the deadline looms, how muc ...

Stocks rebounded from early losses Thursday as investors awaited more signs of progress on trade negotiations and responded to fresh economic data. https://t.co/Nvbq1LPZpu ...