Core Viewpoint - Canada, a close ally of the U.S., is facing significant economic challenges due to a trade war initiated by the U.S., particularly affecting Ontario, which plays a crucial role in Canada's economy [1][3]. Group 1: U.S.-Canada Trade Relations - Ontario has been severely impacted by the U.S. tariff war, prompting Canada to air an anti-tariff advertisement during a recent sports event, quoting former President Ronald Reagan on the negative effects of tariffs on the U.S. economy [1]. - Following the airing of the advertisement, the U.S. President expressed anger and threatened Canada, leading to Ontario's decision to withdraw the ad [1][3]. - The U.S. has imposed an additional 10% tariff on Canada, indicating a retaliatory stance and a desire for Canada to concede [3][5]. Group 2: U.S. Response and International Implications - The U.S. President's strong reaction to Canada's anti-tariff stance reflects a broader trend of the U.S. exerting pressure on its allies, including other Western nations, by imposing "reciprocal tariffs" [5]. - Canada's actions have not only angered the U.S. but have also raised concerns among other Western allies about the U.S.'s diminishing regard for its allies [5]. - The U.S. President's behavior suggests a tendency for retribution, reinforcing the notion that the U.S. maintains a dominant position in global affairs despite its rising national debt [9].

Core Viewpoint - The Venezuelan government, led by President Maduro, condemns the United States for attempting to maintain its global hegemony through military threats and harassment, which poses risks not only to the region but also to the U.S. itself [1] Group 1: Political Context - Maduro asserts that all government officials in Venezuela have been renewed through a nationwide vote over the past year, indicating a democratic process [1] - The Venezuelan government claims to have successfully dismantled over 90% of criminal groups operating in urban and rural areas, which were allegedly used by the U.S. as political pressure tools [1] Group 2: Economic Implications - The Venezuelan economy has reportedly achieved recovery through self-driven efforts, suggesting a degree of resilience despite external pressures [1] - Maduro accuses the U.S. of deploying military forces in the Caribbean under the pretext of combating drug trafficking, with the actual aim being to seize Venezuela's oil, natural gas, gold reserves, arable land, water resources, and strategic geographical position [1]

Group 1 - The U.S. announced a punitive tariff of up to 50% on Brazilian imports, targeting Brazil's growing influence in the BRICS nations and challenging the U.S. dollar system [1][3] - Brazil's government responded strongly, claiming the U.S. actions were an infringement on its sovereignty and vowed to retaliate based on the Economic Equivalence Act [3] - A surprising twist occurred when a long list of exemptions was included in the executive order, allowing nearly 700 products, which accounted for 44.6% of Brazil's exports to the U.S., to avoid the additional tariffs [3][6] Group 2 - The U.S. has maintained a trade surplus with Brazil, with total trade nearing $81 billion in 2024 and a cumulative surplus of approximately $410 billion over the past 15 years [6] - Brazil is not just a resource exporter but also a significant market for U.S. industrial goods and services, making the trade relationship highly interdependent [6][10] - The exempted products include critical items such as aircraft, orange juice, and iron ore, which are essential to U.S. industries and supply chains [6][8] Group 3 - The U.S. coffee market, heavily reliant on Brazilian imports, reacted sharply to the tariff threats, with coffee futures prices rising significantly [8] - Brazilian diplomats and business leaders focused their efforts on U.S. interest groups that would be adversely affected by a trade war, leading to a strong internal lobbying effort [10] - The final outcome was a compromise where the high tariffs served as a political statement while the exemptions addressed the economic realities faced by U.S. businesses [10]

Group 1 - The core issue is the impending end of the US's equal tariff suspension period, leading to a backlash from 29 countries against the US, highlighting a shift in international alliances [1][5][9] - The US's equal tariff policy, which imposes a 10% tariff on most countries, is seen as an attempt to adjust the global economic order in favor of US interests, disregarding the economic differences among nations [3][5] - The response from traditional allies, such as South Korea and Japan, indicates a growing discontent with US policies, with both countries expressing their unwillingness to accept the proposed tariff increases [7][9] Group 2 - The EU's 27 member states have collectively decided not to reach an agreement with the US before the deadline, further complicating the situation for the Trump administration [9] - Former Japanese Prime Minister Yukio Hatoyama emphasized the need for Japan to adjust its relationship with the US and strengthen cooperation with China and South Korea to gain more influence [11][12] - The combined GDP of China, Japan, and South Korea accounts for 23.4% of the global total, and their trade volume represents 18.7% of global trade, indicating the significant impact of their cooperation on the global economic landscape [11][12]

Core Viewpoint - The sale of 80% of the assets of Hong Kong's Cheung Kong Holdings, including 43 ports globally, for $22.8 billion to a consortium led by BlackRock has raised significant concerns, particularly regarding the strategic implications for China's shipping interests in the Panama Canal [1][3]. Group 1: Company Actions - Cheung Kong Holdings plans to sell its port assets, which include key ports at both ends of the Panama Canal, a critical maritime trade route that handles about 6% of global shipping trade [1]. - The company has remained silent despite being criticized three times by Chinese authorities regarding the sale, indicating a lack of response to national concerns [3][6]. Group 2: Strategic Implications - The transaction is viewed as a potential move by the U.S. to exert control over the Panama Canal, which could threaten China's shipping trade, as Chinese vessels account for 21.4% of the canal's traffic, making China the second-largest user after the U.S. [1][6]. - The Chinese government has taken diplomatic steps by sending a delegation to Panama to strengthen bilateral relations and counteract U.S. influence, signaling the importance of the Panama Canal for China's trade and energy transport [4][6]. Group 3: Economic and Political Context - The sale of the port assets is seen as exacerbating regional tensions, with the U.S. increasing its focus on the Panama Canal since the Trump administration, which has previously expressed intentions to reclaim control over it [6][8]. - The Chinese delegation's visit aims to enhance cooperation in trade, investment, and infrastructure, which is crucial for mitigating risks associated with the potential U.S. control over the canal [4][8].

来源：每日经济新闻 01 交易非"普通商业行为" 这绝非危言耸听，根据美国政府一项行政命令草案，其已计划向中国有关船只收取特别停靠费用，并将敦促盟友也采取类似措施，否则将遭到报复。如果 美国的种种算计得逞，必然会对中国的造船、航运、外贸乃至共建"一带一路"造成冲击，也势将直接影响香港巩固提升国际航运、贸易中心地位，并威 胁、破坏全球正常的航运、贸易秩序和安全。 最近有一个动向引起各方强烈反响：香港长江和记实业有限公司日前公告称与美国贝莱德牵头的财团达成原则性协议，拟向该财团出售旗下和记港口集团 80%的资产，转让其持有和运营的分布于23个国家的43个港口及配套物流网络，包括巴拿马运河两端的巴尔博亚和克里斯托瓦尔港口。 有人说，这个交易是普通的商业行为。果真如此吗？ 大家都能看到的是，特朗普今年1月刚就职便指中国在控制巴拿马运河，高调宣称美国要"收回"来，必要时不惜动用军队。紧接着，美国务卿鲁比奥首次外 访即直奔巴拿马进行施压。之后，赶在特朗普第一次作国会演讲前夕，上述消息被释放出来。这一切难道只是时间上的巧合？这到底是什么性质的交易？ 事实上，一些美英媒体已披露其中不少内幕。有媒体报道指，贝莱德CEO芬克与特 ...