智通财经5月12日电，美国财长贝森特表示，英国和瑞士在贸易协议方面走在前列，欧盟速度要慢得 多。 ...

Group 1 - The USD/JPY exchange rate reached a one-month high of 145.9020, up 0.40%, driven by a trade agreement between the US and China, alleviating recession concerns in the US [1] - The USD/JPY has broken through the 140-145 range, with potential to test higher resistance levels around 146-147 if the trend continues [1] - Japan's trade balance for March was reported at 516.5 billion yen, below the expected 547.7 billion yen and significantly lower than the previous value of 712.9 billion yen [2] Group 2 - Japanese Prime Minister Shigeru Ishiba emphasized a goal of 0% tariffs in negotiations with the US, indicating positive discussions with President Trump [2] - Technical analysis suggests that the USD/JPY has found support above the 50% Fibonacci retracement level from March-April declines, with potential upward movement towards the 146.80-146.85 area, representing the 61.8% Fibonacci level [2] - The 145.55 area is currently acting as a protective level for the USD/JPY, with a break below this level potentially accelerating a decline towards the psychological level of 145.00 [3]

美国方面表示"这是非常富有建设性的两天"、"我们能够如此迅速地达成协议，这反映出分歧可能并没有想象的那 么大"。 点评： 1、中美发布联合声明，这在外交上是一个很正面且很强的信号。 此前，市场预期普遍为会有新闻发布，但是不会有联合声明，市场上也存在不少"谈崩"的悲观预期。 鉴于有联合声明（在外交中属于级别较高文件）再加上双方的积极表态，我们认为结果是【大超预期】的。 2、这个结果表明美国在关税方面一定已对我方做出了初步让步。 中美经贸高层会谈取得了实质性进展，达成了重要共识；即将发布【联合声明】，超出市场预期！ 事件：新华社报道，5月10日至11日，中美双方在瑞士日内瓦举行经贸高层会谈。 会谈氛围是坦诚的、深入的、具有建设性的，取得了实质性进展，达成了重要共识。 双方一致同意建立中美经贸磋商机制，就各自关切的经贸问题开展进一步的磋商。 中美双方将尽快敲定有关的细节，并且将于5月12日发布会谈 中美经贸高层会谈取得了实质性进展，达成了重要共识；即将发布【联合声明】，超出市场预期！ 事件：新华社报道，5月10日至11日，中美双方在瑞士日内瓦举行经贸高层会谈。 会谈氛围是坦诚的、深入的、具有建设性的，取得了实质性进 ...

Core Points - The U.S. government has reached its first trade agreement with the UK since initiating a tariff war, which includes partial tariff reductions and expanded market access for products [1][2] - The agreement is described as lacking substantial details and is more of a framework than a complete trade deal, with further negotiations required to finalize specific terms [4][6] Group 1: Agreement Details - The U.S. will reduce tariffs on the first 100,000 cars exported from the UK to 10%, while cars exceeding this number will still incur a 25% tariff [2] - The UK government announced $5 billion in new export opportunities for U.S. farmers and producers, including over $700 million in ethanol exports and $250 million in beef exports, with tariffs on U.S. ethanol exports to the UK reduced to zero [2] - A new trade alliance for steel and aluminum products has been established, with the UK stating that steel exports to the U.S. will no longer face tariffs [2] Group 2: Economic Implications - Despite the agreement, the previously announced 10% baseline tariff will remain in effect, indicating limited immediate economic relief [3][6] - Analysts suggest that the agreement does not significantly impact economic growth or address the initial goals of increasing U.S. fiscal revenue or promoting manufacturing return [7] - The overall trade relationship between the U.S. and UK is primarily focused on the services sector, which is not affected by tariffs, leaving the UK economy vulnerable to global economic uncertainties [7] Group 3: Political Context - The urgency to announce the agreement reflects internal pressures within the Trump administration to demonstrate progress before potential economic downturns [4][5] - The UK government, post-Brexit, is also in need of trade agreements to solidify its political standing and achieve tangible results [5] - Following this agreement, the Trump administration has indicated that more trade agreements are forthcoming, although specifics remain to be seen [6][7]

（转自：真灼财经） 尽管协议条文仍有待进一步确定，然而，美国急于宣布这项初步成果，引发市场的关注。这反映出美国 越来越迫切地希望在关税措施影响经济增长和通胀前，寻求妥协空间。 总统特朗普则否认夸大协议的重要性，表示目前这项协议是最佳成果。 市场人士认为，美英之间的协议更多是形式上的，而非实质性的，不过，这证明了美国希望快速敲定一 系列贸易协议，并部分减少关税和其他贸易壁垒。 上周，特朗普表示，他与印度、韩国和日本也有「潜在」的贸易协议。特朗普否认美英协议是其他谈 判，包括在瑞士举行的中美会谈的模板。 美国贸易代表办公室和财政部说，格里尔和贝森特将于上星期四启程，并将在日内瓦会见瑞士联邦主席 凯勒-苏特(Karin Keller-Sutter)，讨论两国的对等贸易谈判。 瑞士行程传出后，美国财政部长贝森特表示，这次会谈将聚焦于「降温」而不是达成协议，但他指出目 前的关税水平不可持续。 上星期美英达成首份正式贸易协定，令市场憧憬美国与其他国家的贸易谈判可望取得进展。 《纽约邮报》引述消息人士称，特朗普考虑把中国关税，由145%大幅降至50%。根据报道，华盛顿也 考虑把南亚国家的关税一律降至25%。 美国与英国于5 ...

纽森说，当前仅有的粗略统计数据以及他自己与码头工人、货车司机交流后得到的信息表明，加州北部 主要港口奥克兰港进口量减少20%。南加州由洛杉矶港和长滩港组成的港区，占美国货物进口运输量的 40%，目前港区进口量减少35%，加州整体上预定入港货轮数量已锐减60%。 "这是亮红灯了，而不仅仅是黄色警告。"纽森说，现在是美国政府必须清醒的时候了，他们已经给经济 造成了切实破坏，而且这种破坏难以在短时间内被修复。 美国最受欢迎的播客平台之一"迈达斯之手"网络公司10日播出对加利福尼亚州州长加文·纽森的专访， 纽森抨击美国政府的关税政策，称美经济正为此"亮红灯"。 （文章来源：新华社） 纽森还在播客节目中抨击了美英达成的所谓"贸易协议"，称其实际上损害了美国汽车制造业，因而遭到 美各大汽车公司反对。 本届美国联邦政府就任后，纽森多次就关税政策批评联邦政府，坦言加州深受关税之害。加州也是美国 首个针对联邦政府关税问题提起诉讼的州。 纽森警告说，若当前的关税政策持续，几个月后美国消费者可能面对空空如也的货架，而且即便美国政 府明天就取消当前政策，由于供应链传导需要时间，修复关税造成的问题也不容易。 纽森表示，当前美国最基本、 ...

Group 1 - Trump announced plans to significantly increase trade with India and Pakistan, although no discussions have taken place yet [2] - Following a trade agreement with the UK, the US Commerce Secretary indicated that India is making efforts to reach a trade deal and could be one of the next countries to do so [3] - On May 10, Trump claimed that India and Pakistan agreed to a comprehensive ceasefire, although Indian officials stated that the ceasefire was reached through direct negotiations between the two countries [3][4] Group 2 - A US federal judge ruled that the Trump administration cannot proceed with a large-scale layoff plan for federal agencies, which was initiated by an executive order in February [5][6] - The temporary restraining order, effective for two weeks, prohibits the government from approving or executing plans aimed at large-scale layoffs or significant restructuring of agencies [6] Group 3 - The US GDP contracted by 0.3% in the first quarter of 2025, marking the worst quarterly performance since 2022, attributed to the impact of increased tariffs [7] - Economists believe that ongoing uncertainty in trade policy may pose challenges to economic growth in the coming quarters, with potential for recession [8]

Group 1 - The core viewpoint of the article highlights Japanese Prime Minister Shigeru Ishiba's intention to reach a trade agreement with the United States before or after the July Senate elections, indicating ongoing negotiations regarding tariff positions with the Trump administration [1] - Ishiba plans to visit the United States around July 9, coinciding with the end of a 90-day suspension period for reciprocal tariffs [1]

据智通财经官方媒体报道，《交易的艺术》作者、美国总统特朗普语出惊人地表示，美国"不需要"与贸易伙伴签署协议。这与白宫高级官员近几周来的说法 形成鲜明对比，他们声称签署贸易协议是政府首要任务。特朗普周二在白宫会晤了加拿大总理马克·卡尼，他抱怨称："大家都在问，'你们什么时候签协 议？'""我们不需要签协议，是他们得跟我们签。他们想要进入我们的市场，我们可不想进入他们的市场，"特朗普表示。 贝森特表示，美国政府正在与17个主要贸易伙伴进行谈判。他表示，许多贸易伙伴已经提出了非常不错的提议，特朗普官员正在就这些提议进行"重新谈 判"。"我预计，我们在被征收的关税、非关税壁垒、汇率操纵以及劳动力和资本投资补贴等方面面临的不利情况将大幅减少。" 贝森特对众议院拨款委员会 表示。贝森特表示，美国97%或98%的贸易逆差发生在与约15个国家的贸易中，其中大多数是美国的主要贸易伙伴，目前美国与许多国家的谈判进展顺利。 特朗普（资料图） 美国总统特朗普告诉记者："美国将与中国签署贸易协议，在未来3周或4周内。"他还表示，"美国对华关税可能不会进一步提高，相反甚至可能会降低。"不 过，尽管特朗普强调关税过渡期会有困难，但他随即又 ...

Group 1 - Trump criticized the Federal Reserve, claiming there is "no inflation" and that costs are decreasing, which contrasts with the views of the Fed and mainstream media [1] - Trump announced that many trade agreements are in the works, focusing on countries like Japan, South Korea, and Vietnam, which are key import sources for the U.S. [1] - The Trump administration is considering accelerating the construction of nuclear power plants to meet growing electricity demands, aiming to quadruple the capacity from nearly 100 gigawatts to 400 gigawatts by 2050 [2] Group 2 - The U.S. government is discussing a "Free Association Agreement" with Greenland, similar to agreements with Pacific island nations, which would provide public services in exchange for military and trade privileges [3] - Trump's administration issued a warning to the UN and other aid organizations regarding a new aid plan for Gaza, threatening funding cuts if they do not support the U.S. initiative [3] - The U.S. Army has postponed a decision on the full production of Lockheed Martin's $2 billion air defense radar system, which is a candidate for the proposed "Iron Dome" defense system, now set for a decision between July and September 2026 [4] Group 3 - India proposed to reduce the tariff gap with the U.S. from nearly 13% to below 4% to reach a trade agreement with Trump, representing a significant reduction of 9 percentage points in average tariffs [4]