来源：金十数据 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：小讯 1月9日，世界黄金协会北美高级市场策略师Joseph Cavatoni表示，若特朗普关税被取消可能会引发对所 有资产、大宗商品乃至黄金的质疑。对黄金而言，这可能导致波动加剧、区域价格受到影响，以及大量 黄金库存流出或流入美国。随着不确定性消退且风险偏好回归其他资产类别，黄金可能会出现短期回 调。 然而，居高不下的地缘政治风险以及持续的政策波动更有可能为黄金价格提供支撑。长期来看，现货黄 金市场保持韧性且运行平稳，通常受益于避险资金流动。即使关税被取消，黄金预计仍将受到央行需 求、多元化投资需求以及作为抵御更广泛经济和政策风险对冲工具的作用的支撑。 ...

Core Viewpoint - New Zealand welcomes the U.S. decision to eliminate additional tariffs on a range of its agricultural products, including beef, offal, and kiwifruit, while expressing a desire for the complete removal of all extra tariffs on New Zealand goods [1] Group 1: Tariff Changes - The U.S. President Trump recently canceled tariffs on over 200 food items, including beef, due to consumer concerns over rising food prices in the U.S. [1] - The products affected by the tariff removal account for approximately 25% of New Zealand's exports to the U.S., valued at around $1.25 billion annually [1] Group 2: Government Response - New Zealand's Trade Minister stated that the decision to remove these tariffs is a step in the right direction, but emphasized that it is only a partial adjustment [1] - The ongoing framework of reciprocal tariffs continues to impose costs and uncertainty on New Zealand exporters [1]

Core Points - The Premier of Manitoba, Kelvin Goertzen, has requested the Canadian federal government to eliminate the 100% tariff on electric vehicles imported from China, citing significant negative impacts on bilateral trade and the western regions of Canada [1][3]. - The trade tensions have led to a substantial decline in Canadian canola prices and have severely affected the pork production industry, with Saskatchewan's canola exports to China dropping by 76% year-on-year in August [3][5]. - The Chinese Ambassador to Canada, Wang Di, indicated that China would reciprocate by removing tariffs on Canadian products if Canada cancels the tariffs on Chinese electric vehicles, suggesting a potential path to ease trade relations [5][7]. Industry Impact - The imposition of a 100% additional tax on all electric vehicles imported from China since October 1 of the previous year has strained bilateral trade relations, affecting multiple provinces and severely damaging agricultural exports [5]. - There is a growing internal demand within Canada to lift the tariffs in order to alleviate the challenges faced by various industries, particularly in agriculture [7].

Group 1 - The Bank of Canada's Governor, Macklem, expresses optimism regarding the prospects of a new Canada-U.S. trade agreement, which may lead to the removal of tariffs [1]

Core Viewpoint - Japan's Economic Revitalization Minister Akira Amari stated that it would be difficult to reach an agreement if the United States does not agree to eliminate all tariffs, including reciprocal tariffs and auto tariffs [1] Group 1 - The statement emphasizes the importance of tariff elimination for successful negotiations between Japan and the United States [1] - The focus on auto tariffs indicates a significant area of concern for Japan's automotive industry [1]

Core Viewpoint - Japan's Chief Trade Negotiator and Minister of Economic Revitalization, Akizawa Ryozo, emphasized that the country will not sacrifice national interests for a hasty trade agreement and will continue to seek the removal of all tariffs by the United States [1] Group 1 - Japan is focused on ensuring that any trade agreement does not compromise its national interests [1] - The country is actively pursuing the complete elimination of tariffs imposed by the United States [1] - There is a concern regarding whether the recent downgrade of the U.S. credit rating will have an impact on the economy [1]

Core Viewpoint - The article highlights that India has proposed to eliminate all tariffs on U.S. goods, as stated by U.S. President Trump during his visit to Qatar [1] Group 1 - India is seeking to remove all tariffs on products imported from the United States [1]