Group 1 - The new trade agreement between the US and the UK involves a partial rollback of tariffs and expanded market access for certain products, although many details remain to be finalized [1][2] - The agreement includes a 10% additional tariff on the first 100,000 cars exported from the UK to the US, with a 25% tariff on any excess, while the UK will reduce or eliminate non-tariff barriers for US products [1][3] - The UK will eliminate tariffs on steel and aluminum products exported to the US, and the tariff on UK cars imported to the US will decrease from 27.5% to 10% [1][3] Group 2 - Analysts view the agreement as a framework rather than a comprehensive trade deal, with limited immediate impact on the market, as reflected in the modest response of the US stock market [2][3] - The agreement does not address key concerns of US businesses, such as the UK's digital services tax and the handling of drug tariffs, indicating potential challenges ahead [3] - The agreement sets a precedent for future negotiations with other countries, suggesting that Trump's industrial tariffs may also be negotiable [3]

智通财经APP获悉，据《纽约邮报》周四援引匿名消息人士报道，在中美高层官员即将前往瑞士展开高 级别贸易谈判之际，特朗普政府正考虑将对中国进口商品征收的145%关税削减一半以上，最早将于下 周生效。消息人士透露，美国官员正讨论一项提案，将特朗普总统对中国商品征收的惩罚性关税降至 50%至54%之间。 消息人士评价这项关税调整计划称，"他们打算在谈判期间将对华关税降至50%"，同时补充称，美国还 计划将对南亚邻国的贸易关税削减至25%。 对此，白宫驳斥该报道纯属猜测。一位白宫发言人表示："关税相关决策将由总统亲自敲定，其他说法 都毫无根据。" 值得一提的是，就在周四，特朗普于白宫宣布与英国达成贸易协议时表示，对华关税"肯定会下调"。他 对记者说："现在关税是145%，所以下调势在必行。我认为我们未来关系会非常好。" 内部人士指出，将关税降至50% - 54%的区间，与上个月特朗普会见美国三大零售商高管时讨论的税率 一致。美国财政部长斯科特·贝森特本周曾直言，当前三位数的关税水平"难以为继"。 据报道，沃尔玛首席执行官道格·麦克米伦、塔吉特首席执行官布莱恩·康奈尔以及家得宝首席执行官泰 德·德克尔均表示，4月21日 ...

Group 1 - The US dollar index is trading around 100.64, while spot silver opened at $32.44/oz and is currently around $32.47/oz, indicating a stable market focus on upcoming speeches from Federal Reserve officials and Canadian employment data [1] - Last Thursday, the US dollar index rose by 0.72% to close at 99.90, while spot silver saw a slight increase of 0.03% to $32.45/oz, amidst mixed performance in other precious metals [1] - Silver prices have shown a year-to-date increase of 12.17%, reflecting the strong performance of the precious metals market [5] Group 2 - The UK and the US have reached a trade agreement that includes maintaining a 10% baseline tariff on the UK, expanding market access, and eliminating tariffs on UK steel and aluminum [2] - The US Trade Representative indicated potential enforcement actions on imported services [2] - President Trump announced a $10 billion procurement agreement for Boeing aircraft with the UK [3] Group 3 - The Bank of England has lowered interest rates by 25 basis points, with voting showing some disagreement among members [4] - Trump criticized Fed Chairman Powell, calling him "Mr. Too Late" and suggested tax increases for high-income earners [4]

日本内阁官房长官林芳正：对美英贸易协议不作评论；日本和美国寻求尽快达成协议。 ...

Core Viewpoint - The Japanese chief trade negotiator, Akizawa Ryo, emphasizes ongoing efforts to reach a trade agreement with the United States, highlighting the need for the U.S. to reconsider its stance on tariffs, particularly in the automotive and steel/aluminum sectors [1] Group 1 - The USD/JPY exchange rate remains stable throughout the day [1] - Akizawa Ryo expresses disappointment regarding the current tariffs on automobiles and steel/aluminum [1] - The Japanese government is actively pursuing a trade agreement with the U.S. [1]

根据白宫8日公布的事实文件，这项贸易协议将扩大美国农产品在英国的市场准入，为美方创造约50亿 美元的新出口机会。美国将对英国进口汽车作出"替代安排"，即英国汽车制造商每年向美国出口的前10 万辆汽车适用10%的"最低基准关税"，超出部分适用25%的税率。 英国政府当天发表声明说，英美将互相削减关税。英国汽车出口至美国的关税将从27.5%降至10%，钢 铁和铝产品的关税从25%降至零。这一关税优惠将适用于10万辆英国汽车，几乎覆盖去年英国对美出口 的全部数量。 美英宣布达成贸易协议 但具体细节尚待敲定 中新社华盛顿/伦敦5月8日电 (记者 陈孟统 欧阳开宇)美国和英国8日宣布达成一项新的贸易协议。根据 协议，英国将扩大对美国农产品的市场准入，美国则将对英国汽车提供一定程度的关税减免。 美国总统特朗普8日在白宫椭圆形办公室宣布了这一消息。英国首相斯塔默通过电话远程发言。 尽管宣称"达成"协议，但特朗普表示，该协议的具体细节仍待敲定，"最终的细节正在整理中。接下来 的几周内，我们会把一切敲定得非常明确。" 斯塔默称，该协议成功保护了英国汽车制造、钢铁等关键行业的数千个工作岗位，兑现了政府保障就业 的承诺。 4月初， ...

新华财经纽约5月8日电（记者刘亚南）由于投资者对美国与贸易伙伴达成贸易协议的乐观预期提振市场 人气，纽约股市三大股指8日高开，早盘快速走高，随后窄幅盘整，尾盘涨幅快速收窄，收盘时纽约股 市三大股指均上涨。 根据白宫发布的文件，每年从英国出口到美国的前10万辆汽车将按照10%的额外关税税率征税，超过部 分则按25%的额外关税税率征税。英国将削减或者取消非关税壁垒，对美国牛肉、乙醇、谷物等产品及 一些工业产品扩大市场准入。 英国政府当天在官网发表声明说，英美将互相削减关税。英国出口至美国的钢铝产品的关税将被取消。 英国进口到美国的汽车关税将由现在的27.5%下调至10%。此外，在一定配额内，英国的农产品出口美 国也将实行零关税。英国将把自美国进口的乙醇的关税降至零。 美国劳工部当日早间发布的初步数据还显示，今年一季度美国非农部门劳动生产率环比下降0.8%，弱 于市场预期的-0.5%和前一季度向上修订后的1.7%，为该指标2022年第二季度以来首次下跌。数据还显 示，一季度单位劳动力成本同比上涨5.7%，高于市场预期的5.2%和前一季度修订后的2%。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨254.48点， ...

Core Viewpoint - The new trade agreement between the United States and the United Kingdom aims to enhance market access for industrial and agricultural products while simplifying customs procedures for U.S. exports [1] Group 1: Trade Agreement Details - The agreement includes a replacement arrangement for the U.S. tariffs on UK automobiles under Section 232, allowing the first 100,000 cars exported annually to the U.S. from the UK to be subject to a 10% reciprocal tariff, while other exports will face a 25% tariff [1] - A new steel and aluminum trade alliance will be established, with the U.S. negotiating alternative arrangements for the Section 232 tariffs on steel and aluminum [1]

当地时间5月8日，英国和美国就关税贸易协议条款达成一致。英国政府同意在进口美国食品和农业产品 方面作出让步，以换取美方降低对英国汽车出口的关税。美国方面依旧保留10%的基准关税： 当天晚些时候，英国政府发布官方声明，称英国汽车出口至美国的关税将从27.5%降至10%，钢铁和铝 关税从25%降至零。这一关税优惠将适用于10万辆英国汽车，几乎覆盖去年英国对美出口的全部数量。 双方还就牛肉市场达成新的互惠准入协议，英国农民获得1.3万吨免税配额，同时英国强调对进口食品 标准不会放松。此外，英国将把来自美国、用于啤酒生产的乙醇关税降为零。 美国总统特朗普宣称，将与英国建立铝和钢铁贸易区。 受上述消息提振，周四欧美交易时段盘中，汽车股上涨，美国铝业、美国钢铁上涨： 阿斯顿马丁伦敦股价涨幅扩大至超过10%，领跑欧洲一众汽车制造概念股。通用汽车股价涨幅迅速扩大 至约3%，刷新日高至46.80美元上方。 凯撒铝业涨2.08%，美国铝业涨1.48%，美国钢铁公司涨1.15%，Steel Dynamics与纽柯钢铁涨0.3%，世 纪铝业则跌3.22%，CLF跌16.79%。 央视新闻据悉，谈判仍将继续，涵盖制药业和其他剩余的互惠 ...

Group 1 - The announcement of a significant trade agreement between the US and the UK was made by President Trump, which is expected to strengthen future relations between the two countries [1][3] - The UK government confirmed the news, but some UK officials were surprised by the announcement, indicating that negotiations had been productive but not necessarily conclusive [3][4] - The trade agreement is seen as limited and short-term, primarily addressing tariffs on specific goods rather than a comprehensive trade deal [5][6] Group 2 - The UK plans to reduce or eliminate its digital services tax in exchange for concessions from the US, which currently generates approximately £800 million annually for the UK government [4] - The agreement allows the UK to export 100,000 cars to the US at a 10% baseline tariff, which is crucial for the UK automotive industry, particularly given the 25% tariff on cars [4][5] - The overall impact of the agreement on the UK economy is expected to be minimal, with the automotive sector representing less than 1% of the UK's GDP and the agreement not significantly improving economic growth prospects [5][6]