Core Viewpoint - The U.S. has increased tariffs on Canada from 25% to 35% as a response to Canada's retaliation against U.S. tariffs, marking a significant shift in U.S.-Canada relations [3][5][9] Group 1: U.S.-Canada Relations - Canada, traditionally a close ally of the U.S., is facing unprecedented tariff increases, which has caused shock domestically and among other Western nations [3] - The U.S. perceives Canada's retaliation as a direct challenge, contrasting with other allies who have accepted U.S. tariffs without response [9] Group 2: U.S. Trade Policy - The U.S. Trade Representative, Jamison Greer, indicated that the U.S. must maintain the integrity of its tariff actions, hence the increase in tariffs on Canada serves as a warning to other nations [7] - The U.S. has been unable to effectively counter China's retaliatory measures, leading to a unique situation where China is treated differently compared to Canada [7][10] Group 3: Strategic Implications - The U.S. aims to deter other countries from following Canada's example of retaliation, emphasizing the need for strict enforcement of its global tariff policy [7][9] - The situation reflects broader concerns within the U.S. regarding maintaining control over its trade relationships, especially as other countries like Brazil and India begin to challenge U.S. policies [10]

高盛(GS.N)：巴西的关税报复措施将对经济活动和通货膨胀产生更大的负面影响。 ...

Core Viewpoint - The Brazilian industrial sector is urging the government not to retaliate against U.S. tariffs [1] Group 1 - The Brazilian industry is concerned that retaliatory measures could harm local businesses and the economy [1] - Industry representatives emphasize the importance of maintaining a stable trade relationship with the U.S. [1] - The call for restraint reflects a desire to avoid escalating trade tensions that could negatively impact Brazil's economic growth [1]

Core Viewpoint - Brazilian Finance Ministry official Melo indicated that there is room for negotiation with the United States following Trump's announcement of tariffs, suggesting potential diplomatic engagement despite the tensions [1] Group 1 - Brazil may consider imposing tariffs on imports as a retaliatory measure, although this action has not yet been confirmed [1]

Group 1 - The U.S. has informed Indonesia that it does not wish for Indonesia to retaliate with tariffs [1]

Core Viewpoint - The European Union (EU) is preparing to implement retaliatory tariffs against the United States, targeting $95 billion worth of American goods, in response to ongoing trade tensions and to secure a better trade agreement [1][3]. Group 1: EU's Trade Strategy - The EU is coordinating its stance internally to prepare for potential retaliatory measures against the U.S. before the July 9 deadline for trade negotiations [1]. - The proposed tariff list includes items such as Boeing aircraft, automobiles, and bourbon whiskey, aimed at countering Trump's "reciprocal tariffs" [3]. - EU officials express that a passive approach is politically unfeasible, indicating a shift towards a more aggressive trade strategy [3]. Group 2: Global Trade Implications - The ongoing trade war between the U.S. and EU could lead to significant global economic repercussions, including a potential loss of $6.75 trillion in global GDP if the tariff conflict escalates [5]. - The trade dispute is seen as a precursor to a broader restructuring of global economic order, with the U.S. high tariff policies negatively impacting both its own growth and European economies [7]. - China's position as a stable and cooperative market is highlighted as a counterbalance to the uncertainties created by U.S.-EU trade tensions [7].

Core Viewpoint - Canadian Prime Minister Carney emphasizes the importance of maintaining flexibility in retaliating against U.S. tariffs [1] Group 1 - The Canadian government is considering various options to respond to U.S. tariffs [1] - There is a focus on protecting Canadian industries from the impact of these tariffs [1] - The Prime Minister's statement indicates a strategic approach to trade relations with the U.S. [1]

Core Viewpoint - The Monetary Authority of Singapore emphasizes that Asian economies must remain flexible and should not succumb to tit-for-tat tariff retaliation, advocating for enhanced regional trade integration [1] Group 1 - Asian economies are encouraged to strengthen regional trade integration to foster economic resilience [1] - The need for flexibility in economic policies is highlighted to navigate global trade tensions [1]

Group 1 - The core issue between the US and EU extends beyond tariffs, involving deeper conflicts over EU technology regulations and digital services taxes [1][5] - The EU has initiated formal trade negotiations with the US, exchanging documents covering tariffs, digital trade, and investment opportunities [1][4] - EU officials express skepticism about the US's ability to pressure the EU into changing its digital tax and VAT policies through tariffs, citing the strength of the EU as a trading partner [1][3] Group 2 - The recent US-UK trade agreement is not seen as a template for EU negotiations, with EU officials rejecting the retention of a 10% tariff [3][4] - EU trade officials indicate that the US's proposed tariffs are unlikely to decrease below 10%, and some member states are more resistant to such agreements [3][4] - The EU's strategy may involve balancing between reducing losses and implementing counter-tariffs if the US maintains its current tariff levels [4][5] Group 3 - The EU has not taken significant retaliatory measures against US tariffs, relying instead on threats of increased tariffs, which have had limited effectiveness [5][6] - The ongoing trade issues are complicated by differing regulatory standards between the US and EU, which have led to numerous disputes in the past [5][6] - The EU is considering a comprehensive €95 billion retaliation package against US exports, including products like aircraft and bourbon whiskey [6][7] Group 4 - Discussions are ongoing among EU member states regarding which US products should be included in the retaliation list, with some countries seeking exemptions for specific goods [8][9] - The unity among EU member states in trade negotiations may be tested as the final agreement takes shape, with differing opinions on how to respond to US tariffs [8][9] - The EU's position will largely depend on whether the negotiations yield substantial tariff reductions [9]

清明节休假，全家老老小小的住酒店度假，这会晚上都去游泳池玩水了，就我一个人在房间里上钟。 今天虽然不开盘，但非常热闹，发生的事不少，你们听我一件一件说。 首先是中国决定对美发起关税报复，对原产于美国的所有商品加征34%关税，同时把一批美国企业列入 了出口管控管制名单。不仅态度十分强硬，而且反应迅速，美国那边刚宣布第二天中国的反制措施就出 来了，说明很早就已经有相关预案，就等美国出招立刻予以还击。 两边互加34%关税，这外贸基本上就没法做了，几千亿美元的生意，一个不打算再进口了，一个不打算 再出口了，一拍两散，就这么着吧。 美国之所以如此蛮横，底气在于他们是全球最大的贸易逆差国，而且比第2到第10的贸易逆差额加起来 还多，大部分国家在对美贸易中是赚钱的，所以不到万不得已不愿和美国翻脸。另外美国还是全球最大 的消费市场，将近20万亿的规模，占全球的1/3，如果放弃美国市场，多出来的商品卖到哪是一个很棘 手的问题。 具体到中美贸易，去年美国从中国进口5246亿，中国从美国进口1636亿，那显而易见的一笔账，都收 34%关税的话美国能收到更多的钱。但即便如此中国依然在第一时间做出了反击，在全球大多数国家和 地区对美关 ...