Core Viewpoint - The article discusses the recent developments in US trade policies, particularly regarding tariffs imposed by President Trump on various countries and the ongoing negotiations with the EU and Japan. Group 1: US Tariff Policies - President Trump announced plans to impose simple tariffs ranging from 15% to 50% on most countries [2] - The US is negotiating with the EU, offering lower tariffs if the EU opens its markets to American businesses [3] Group 2: EU Response to US Tariffs - The EU is preparing for a potential breakdown in trade negotiations, planning to impose tariffs on nearly €100 billion worth of US goods if talks fail [5] - The EU's initial countermeasures will combine previous tariffs on €210 billion worth of US goods with an additional list covering €720 billion worth of goods, pending approval from EU member states [6] Group 3: US-Japan Trade Agreement - The US and Japan are focusing on semiconductor design and manufacturing, with Japan agreeing to increase its import of US rice by 75% and purchase $8 billion worth of US goods [10] - Japan has committed to buying 100 Boeing aircraft as part of the trade agreement [11] - Trump stated that Japan will open its market to various sectors, including automobiles and agricultural products, with a reduction in tariffs from 25% to 15% [14]

欧盟委员会发言人奥洛夫·吉尔23日表示，如果欧盟与美国的贸易谈判破裂，并且美国对欧盟商品征收 高关税，欧盟计划迅速对价值近1000亿欧元的美国商品加征关税。 新华财经纽约7月23日电（记者刘亚南）国际油价23日在隔夜市场下跌。当日早盘窄幅盘整，午后跌幅 显著收窄，收盘时国际油价均小幅下跌。 截至当天收盘，纽约商品交易所9月交货的轻质原油期货价格下跌6美分，收于每桶65.25美元，跌幅为 0.09%；9月交货的伦敦布伦特原油期货价格下跌8美分，收于每桶68.51美元，跌幅为0.12%。 新加坡原油分析机构Vanda Insights分析师Vandana Hari表示，虽然过去三个交易日油价下跌看起来已经 消退，但美国与日本达成贸易协议的消息预计不会给油价带来多大上涨动力。 值得注意的是，上周美国库欣地区商业原油库存量为2190万桶，环比增加50万桶；上周美国战略原油储 备规模为4.025亿桶，环比减少20万桶；上周美国日均原油产量为1327.3万桶，环比下降10.2万桶。 美国石油学会在22日晚些时候发布的数据显示，上周美国商业原油库存环比下降57.7万桶，汽油库存下 降120万桶，而蒸馏油库存则显著增加348 ...

新华财经纽约7月23日电（记者刘亚南）受投资者对贸易谈判前景乐观预期和权重科技股上涨推动，纽 约股市三大股指23日高开，早盘窄幅盘整，午后涨幅扩大，收盘时纽约股市三大股指均明显上涨，标普 500指数和纳指收盘时均创下历史新高。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨507.85点，收于45010.29点，涨幅为1.14%；标 准普尔500种股票指数上涨49.29点，收于6358.91点，涨幅为0.78%；纳斯达克综合指数上涨127.33点， 收于21020.02点，涨幅为0.61%。 板块方面，标普500指数十一大板块九涨二跌。医疗板块和工业板块分别以2.03%和1.75%的涨幅领涨， 公用事业板块和必需消费品板块分别下跌0.79%和0.07%。 摩根大通量化策略师Khuram Chaudhry带领的团队在23日表示，全球股市处于历史高点，但过去一个 月，全球上市公司盈利下调了14.3%，过去三个月的下调幅度为18.7%。 摩根大通分析师表示，今年下半年可能出现市场波动。 全美房地产经纪人协会当日上午发布的数据显示，美国6月份成屋销售年率为393万套，低于市场预期的 400万套和5月份向上修订后的4 ...

Group 1 - The U.S. Treasury Secretary Scott Bessent stated that it is uncertain whether the EU can achieve a trade agreement similar to Japan's, emphasizing that Japan's success was due to its "innovative financing arrangement" [1] - Japan managed to reduce its tariffs from 25% to 15% through negotiations, which included a $550 billion fund for investment in the U.S. [1] - Bessent downplayed reports of the EU planning to impose a 30% retaliatory tariff on approximately €100 billion (about $117 billion) of U.S. goods, suggesting it is a negotiation strategy [1] Group 2 - Bessent mentioned that the EU's trade surplus with the U.S. means that any escalation in trade issues would have a more severe impact on the EU [2] - He indicated that there is no rush to determine the successor to Federal Reserve Chairman Jerome Powell, with potential candidates including current board members and regional Fed presidents [2] - Bessent confirmed that the process for selecting Powell's successor is underway, but emphasized that it will ultimately be President Trump's decision [2] Group 3 - Bessent expressed surprise at Mohamed El-Erian's call for Powell to resign, stating that an internal review of the Fed's activities could benefit both Powell and the institution [3] - He noted that the expansion of the Fed's functions is jeopardizing its monetary policy independence and suggested that an internal review could be a good starting point [3] - Regular meetings and ongoing communication between Bessent and the Federal Reserve Chairman are still taking place [3]

Group 1: Report Industry Investment Ratings - No specific industry investment ratings are provided in the report. Group 2: Core Views - The price of finished products is expected to move in a volatile and weak manner, with the focus shifting downward [1][2] - The price of aluminum ingots is expected to be relatively strong in the short - term, and attention should be paid to macro - sentiment and downstream starts [3] Group 3: Summary by Related Content Finished Products - During the Spring Festival, short - process construction steel enterprises in Yunnan and Guizhou regions are expected to affect the total output of construction steel by 74.1 tons, and 6 short - process steel mills in Anhui will also have production cuts, with a daily output reduction of about 1.62 tons for some [1][2] - From December 30, 2024, to January 5, 2025, the total transaction area of newly built commercial housing in 10 key cities decreased by 40.3% month - on - month and increased by 43.2% year - on - year [2] - The price of finished products continued to decline yesterday, reaching a new low. In the context of weak supply and demand, the market sentiment is pessimistic, and winter storage is sluggish, so the price support is weak [2] Aluminum - From January to June, China's cumulative import of bauxite increased by 34% year - on - year. With some enterprises starting maintenance in late July, the operating capacity of alumina may decline, while the demand in the southwest region will increase due to the commissioning of some electrolytic aluminum capacity replacement projects. However, the supply of alumina is still relatively loose overall [2] - As of July 21, the inventory of electrolytic aluminum ingots in domestic mainstream consumption areas was 49.80 tons, with fluctuations. The reduction of aluminum rod production at the end of the month led to an increase in ingot production, and the increase in supply was the core driver of inventory accumulation in the off - season [2] - Macro risks are increasing, and short - term policy boosts the metal price. The short - term aluminum price is expected to be relatively strong in the range, and attention should be paid to the inventory - consumption trend [3]

欧盟委员会发言人奥洛夫.吉尔23日证实，如果欧盟与美国的贸易谈判破裂，并且美国对欧盟商品征收 高关税，欧盟计划迅速对价值近1000亿欧元的美国商品加征关税。"虽然我们的首要任务是谈判，但我 们同时也在继续为所有可能的结果做准备，包括采取额外反制措施。"吉尔说。吉尔表示，作为首轮反 制措施的一部分，欧盟将把此前针对210亿欧元美国商品的反制关税清单与近日提出的涵盖720亿欧元美 国商品的额外反制关税清单合并为一个统一方案。这一方案将交由欧盟成员国批准，如果谈判破裂，反 制措施将于8月7日开始生效。据知情人士透露，上述清单涵盖的美国商品包括波音飞机、汽车和波本威 士忌等，届时这些商品面临的关税税率将与美方所威胁的对欧盟商品征收的关税相同。吉尔还表示，欧 盟委员会负责贸易和经济安全等事务的委员谢夫乔维奇将于23日下午继续与美国商务部长卢特尼克通 话。目前，面对美国日益强硬的谈判立场，包括德国在内的欧盟成员国对美立场也趋于强硬。德国方面 表示，如果欧美未能达成协议，德国支持欧盟动用反胁迫工具进行反制。(新华社) ...

周三早间，美日达成贸易协议。 据央视新闻，当地时间23日（周三）上午，日本首相石破茂在直播记者会上称，日本与美国就关税问题 达成一致，美方将向日本征收15%的关税，并增加进口美国大米。 协议达成后不久，有媒体报道称，石破茂近日将宣布辞职。 据央视新闻，石破茂称，将在8月结束前正式表明辞职意向。石破茂向周围人士透露，自民党将于8月汇 总参议院选举情况相关报告，他本人计划在8月结束前宣布辞职，已基本确定该意向。 然而，周三下午，石破茂亲自出面"辟谣"，称相关报道并不属实，尚未就此事进行讨论。 美日贸易协议达成后，有报道称石破茂计划在8月底前宣布辞职，石破茂随后出面否认传闻，并重申了 留任意向。 报道援引政府消息人士观点称，现任首相与前任首相会面实属罕见，预计"石破茂首相正采取向三位党 首低头的姿态"。 贸易谈判背景下的政治压力 此前，日本自民党和公明党组成的执政联盟在日本第27届参议院选举中惨败，但石破茂选择坚持留任， 此举正在自民党内面临越来越大的反对声。 据报道，石破茂在解释继续留任的决定时，强调了要避免在日本面临挑战时制造政治真空的必要性，特 别是与美国的艰难贸易谈判将对这个依赖出口的经济体产生巨大影响。 ...

实际上特朗普在宣布对日本关税降低到15%的同时，根据外媒报道，特朗普也公布了日本的让步，日本已经对美国开放汽车（包括卡车）的进口，同时允许 美国向日本出口大米。 特朗普在其社交平台上发布的内容，不仅仅是关于关税税率的降低。他还宣称，美国与日本达成了一项 "巨大" 的协议，甚至可能是有史以来最大的一项。 按照他的说法，日本将向美国投资 5500 亿美元，并且美国将获得其中 90% 的利润，这项投资还将创造数十万个就业岗位。 此外，日本将开放其市场进行贸易，涉及汽车、卡车、大米以及其他部分农产品和商品领域，而作为交换，日本将向美国支付 15% 的对等关税。 特朗普的这一系列表述，无疑显示出他对这份协议的高度满意，认为这对美国来说是一场 "大获全胜" 的交易。 美国总统特朗普在7月22日通过社交媒体宣布，美国对于日本的关税从原来的25%降低到15%，如果仅仅从税率来看，日本首相石破茂顶住压力，已经颇有 赢了的节奏。 日本和美国已经举行了多轮谈判，但是美国总统特朗普在7月7日宣布，要对日本产品加征25%的关税，从美国的计划来看，是要从8月1日开始新的关税税 率，当时美国是通过美国总统致函日本首相石破茂的方式，从而通知 ...

中国商务部：国务院副总理何立峰将于7月27日至30日赴瑞典与美方举行经贸会谈。中美双方将按照两国元首6月5日通话重要共识，发挥好中美经贸磋商机制作用，本着相互尊重、和平共处、合作共赢的原则，继续就彼此关心的经贸问题开展磋商。 https://t.co/TYjTmwfiP4外汇交易员 (@myfxtrader):美国财长贝森特：与中国的贸易谈判已经进入新阶段。与中国的会谈将于下周一周二在瑞典首都斯德哥尔摩举行。 ...

Group 1 - The core issue is the escalating trade tensions between the US and EU, with President Trump threatening to impose a 30% tariff on EU products starting August 1, 2025, which could severely disrupt transatlantic trade [2][3] - The EU had hoped to negotiate a compromise to maintain a 10% tariff on most products, but the recent US proposals have been significantly higher, leading to a loss of confidence in negotiations [2] - The US has rejected the EU's proposal for a "freeze" on new tariffs, citing national security concerns, which further exacerbates the divide between the two parties [3] Group 2 - Silver prices experienced volatility, with a significant increase of over 2% on July 21, closing at $38.90 per ounce, and reaching a high of $39.03, approaching a multi-year high of $39.11 [4] - Analysts suggest that the decline in US Treasury yields and a general risk-off sentiment have weakened the dollar, contributing to the surge in silver prices [4] - If silver prices break through the annual high of $39.12, the next targets could be $39.50 and $40.00, while a drop below $38.50 may lead to a test of the $37.20 level [4]