印尼总统发言人：关税税率从32%降至19%是一个进步，不是一个小的进步。 ...

摩根大通：市场仍然认为特朗普将在8月1日之前转向降低关税税率。 ...

J P M O R G A N North America Economic Research 08 July 2025 US: An update on tariff rates With only a couple of tentative trade frameworks agreed to ahead of the administration's July 9 deadline for a tariff rate reset, President Trump this week delayed the reset until August 1. Along with the announcement, he published new tariff rates for 14 countries that will be in effect starting on that date, with Commerce Secretary Lutnick saying another 15-20 letters will be released in the coming two days. There w ...

迅销：无论关税税率如何，预计2025财年的影响都将有限，因为公司在美国已经拥有大量产品。 ...

Core Viewpoint - Trump announced plans to disclose Brazil's tariff rates, indicating potential changes in trade policy that could impact economic relations and market dynamics in the region [1] Group 1 - The announcement suggests a forthcoming transparency regarding Brazil's tariff structure, which may influence trade negotiations and economic strategies [1]

Core Viewpoint - The Malaysian Trade Minister expressed uncertainty regarding the increase in tariff rates from an initial 24%, suggesting that this issue should be directed to the U.S. Trade Representative [1] Group 1 - The initial tariff rate was set at 24% [1] - The Malaysian Trade Minister does not have clarity on the reasons for the tariff increase [1] - The Minister indicated that inquiries about the tariff adjustments should be made to the U.S. Trade Representative [1]

Core Viewpoint - Deutsche Bank indicates that Trump's latest threats could lead to tariff rates approaching 20% [1] Group 1 - The potential increase in tariffs could significantly impact trade dynamics and economic relations [1] - The announcement reflects ongoing tensions in U.S. trade policy under the Trump administration [1] - Market reactions may be influenced by the uncertainty surrounding these tariff changes [1]

美国商务部长卢特尼克：特朗普在贸易信函中对关税税率留下了灵活性。 ...

Group 1 - The euro has appreciated by 0.15% against the US dollar, currently trading at 1.1725 [1] - The US Secretary of Commerce, Wilbur Ross, stated that the EU has presented a series of concrete trade agreement proposals [1] - President Trump is considering how to respond to the EU's proposals, which suggest an opening of the market to the US [1] Group 2 - Trump has left flexibility in tariff rates in his trade letters concerning Japan and South Korea [1]

特朗普：大多数关税税率都低于美国征收的税率。 ...