报复性关税

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印度再次在WTO硬刚美国,特朗普称美印贸易“完全是一边倒灾难”
Di Yi Cai Jing· 2025-09-04 09:46
Core Viewpoint - India is challenging the U.S. tariffs on copper, asserting that these measures are essentially safeguards rather than security measures, and is seeking consultations with the WTO [1][2]. Group 1: U.S. Tariffs and India's Response - The U.S. imposed a 50% tariff on certain copper products starting August 1, which India claims affects its significant export interests [4]. - India exported copper products worth $360 million to the U.S. in the fiscal year 2025, while its copper imports for the fiscal year 2024-2025 amounted to $14.45 billion, indicating a net import status [4]. - India has previously reserved the right to impose retaliatory tariffs on U.S. products in response to U.S. tariffs on steel, aluminum, and automotive parts [2][5]. Group 2: Ongoing Trade Negotiations - Despite the imposition of tariffs, India and the U.S. are engaged in negotiations for a bilateral trade agreement, having completed five rounds since March [6]. - The next round of negotiations was postponed due to the U.S. tariffs, with India emphasizing the need to resolve the tariff issue as a key to reaching an agreement [7]. - The U.S. has pressured India to open its markets in politically sensitive areas like agriculture and dairy, which India is reluctant to accept due to domestic concerns [8]. Group 3: Trade Statistics and Future Goals - In the period from April to July, India's exports to the U.S. grew by 21.64% to $33.53 billion, while imports increased by 12.33% to $17.41 billion [9]. - The U.S. accounted for approximately 20% of India's total exports in 2024-2025, while India's exports represented about 2.5% of U.S. imports [9]. - The goal of both countries is to increase bilateral trade from the current $191 billion to $500 billion by 2030 [8].
G7中唯一!加拿大为何还未与特朗普政府谈妥关税协议?
第一财经· 2025-08-25 09:58
Core Viewpoint - Canada will eliminate the 25% retaliatory tariffs on U.S. goods that comply with the USMCA starting September 1, as a response to the U.S. reducing tariffs on Canadian products [3][7]. Group 1: Tariff Changes - The Canadian government has imposed retaliatory tariffs on U.S. goods worth CAD 60 billion since the trade war began, including additional tariffs on U.S. automobiles [3][7]. - Canadian Prime Minister Carney indicated that the focus will be on assisting industries facing high tariffs, such as steel, aluminum, automotive, and lumber [3][7]. - The U.S. has increased tariffs on certain Canadian goods to 35%, but products covered by the USMCA are exempt from this increase [3][7]. Group 2: Impact on Small Businesses - A survey by the Canadian Federation of Independent Business (CFIB) revealed that 38% of small businesses may not survive another year if current tariff rules persist, with 58% affected by retaliatory tariffs [7][8]. - Many small businesses are bearing the full cost of U.S. import tariffs, with 67% indicating they have paid these tariffs themselves [7][8]. - The cost of shifting to domestic manufacturing for some companies, like Starfield Optics, can be as high as CAD 12,000, while their profits were CAD 150,000 last year [7]. Group 3: Trade Statistics - As of January, approximately 34% of Canadian goods exported to the U.S. complied with the USMCA, which increased to nearly 57% by June [7]. - Over 85% of goods in Canada-U.S. trade currently enjoy tariff exemptions [7]. Group 4: Ongoing Tariffs and Future Concerns - Tariffs on U.S. automobiles, steel, and aluminum will remain in effect, with Canada being significantly impacted as a major supplier of these materials to the U.S. [10][11]. - In 2024, Canada is projected to export CAD 12.1 billion worth of steel, with 91% going to the U.S., and import CAD 15.5 billion worth of steel, with nearly 45% from the U.S. [11]. - The Canadian legal expert warned that maintaining retaliatory tariffs could jeopardize Canada's exemptions under the USMCA, especially as other countries have reached agreements with the U.S. [11].
欧盟向美国让步:将两项对美反制措施推迟6个月,以便进行谈判
Feng Huang Wang· 2025-08-05 01:06
Group 1 - The European Union (EU) will suspend two retaliatory measures against US tariffs for six months, originally set to take effect this week, following an agreement reached between EU Commission President Ursula von der Leyen and US President Donald Trump on July 27, 2025 [1] - The suspended measures include responses to US tariffs on steel and aluminum products, as well as proposed tariffs on automobiles [1][2] - The EU had previously approved retaliatory tariffs on US products worth €93 billion, which will now be consolidated into a single list [1][2] Group 2 - In April, the EU received approval for the first round of tariffs on US goods totaling approximately €21 billion, targeting products like soybeans, motorcycles, and jeans [2] - A second list of tariffs worth €72 billion was approved in July, primarily affecting high-value industrial products such as aircraft and automobiles [2] - The EU has indicated that if a satisfactory trade agreement is not reached by August 1, retaliatory measures will be implemented on August 7 [2] Group 3 - The agreement between the EU and the US is described as a political agreement that is not legally binding, with further negotiations planned to fully implement the commitments made [3]
特朗普:很可能对无贸易协议国家征收15%至20%统一关税
智通财经网· 2025-07-28 15:10
Group 1 - President Trump indicated a likely implementation of a unified tariff of 15% to 20% on countries without bilateral trade agreements by August 1 [1] - This statement suggests a significant increase from the previously proposed 10% baseline tariff, signaling a tougher stance from the Trump administration on non-trade agreement countries [1] - Trump emphasized the need for a unified tariff to simplify trade negotiations and protect domestic manufacturing and labor [1] Group 2 - Recent actions include a 15% import tax on Japan and a similar tariff on most European goods, indicating a shift in the U.S. global trade stance [2] - The proposed unified tax rate aligns closely with recent agreements, potentially simplifying trade management but risking retaliatory tariffs and escalating global trade tensions [2] - Critics warn that high tariffs could lead to increased prices, disrupted supply chains, and negatively impact U.S. competitiveness in the global supply system [2]
5国刚划红线,美国来了个下马威,正式宣布与中国达成贸易协议
Sou Hu Cai Jing· 2025-07-28 07:51
Core Viewpoint - The global trade situation is becoming increasingly complex as countries like South Korea, India, and Malaysia draw red lines in trade negotiations with the United States, while the U.S. responds quickly and mentions reaching a trade agreement with China [1][7]. Group 1: South Korea's Trade Negotiations - South Korea has firmly rejected further opening its beef and rice markets as negotiation leverage, emphasizing food safety and agricultural protection [3]. - In 2022, South Korea imported beef worth $2.22 billion from the U.S., and U.S. rice accounts for 32% of its total rice import quota [3]. - The U.S. has maintained a strong stance on agricultural market access, putting pressure on South Korea, especially as Japan has made concessions [3][4]. Group 2: India's Trade Stance - India has also taken a strong position in trade talks with the U.S., with key red lines being agriculture and dairy products [6]. - Indian Finance Minister Nirmala Sitharaman has called for the removal of reciprocal tariffs and additional tariffs on steel, aluminum, and auto parts, while seeking similar low tariff treatment as other U.S. trade partners [6]. - India retains the right to impose retaliatory tariffs on U.S. imports, particularly concerning genetically modified products and strict feed regulations for dairy animals [6]. Group 3: Malaysia's Position - Malaysia has rejected U.S. demands regarding tax exemptions for electric vehicles and restrictions on foreign ownership in the power and financial sectors [6]. - Malaysian Prime Minister Anwar has stated that these policies are crucial for the rights of the Malay and indigenous populations, showing a commitment to national policy independence [6]. Group 4: U.S.-China Trade Relations - President Trump has claimed that the U.S. is reaching a trade agreement with China, although the credibility of this statement is questioned [7]. - This assertion may serve multiple purposes, including pressuring countries yet to sign agreements with the U.S. and establishing a narrative that places the U.S. in a moral high ground during negotiations [7]. Group 5: Global Trade Dynamics - The U.S. faces setbacks in its trade negotiations with these five countries as they collectively establish red lines, diminishing U.S. negotiating power [9]. - Countries are adopting various strategies to counter U.S. trade pressures, with South Korea, India, and Malaysia maintaining firm stances on their agricultural policies and national interests [9]. - The future of global trade order will be shaped by the negotiations and collaborations among these nations, aiming for equitable solutions to foster a stable and open global trade environment [9].
国际金融市场早知道:7月24日
Xin Hua Cai Jing· 2025-07-24 00:56
Group 1 - The US and Japan have reached an agreement on tariff negotiations, reducing the US's "reciprocal tariff" rate on Japan from 25% to 15%, while Japan will increase imports of US rice under the current "minimum access system" [1] - Japan has committed to invest $550 billion in the US, focusing on semiconductor design and manufacturing, natural gas, and new shipbuilding facilities [1] - The EU and the US are moving towards a trade agreement that will set a 15% tariff rate on most products, with EU officials pushing to include sectors like automobiles [1] Group 2 - The Bank of Japan's Deputy Governor indicated that the US-Japan trade agreement enhances the likelihood of Japan's economic performance aligning with the central bank's forecasts, although there is still "extremely high" uncertainty in the economy [1] - The US National Association of Realtors reported a 2.7% decline in June's existing home sales, reaching an annualized rate of 3.93 million units, the lowest in nine months [2] - The median price of existing homes increased by 2% year-over-year to $435,300 [2]
与美贸易谈判,韩国、印度、马来西亚分别设“红线”
Huan Qiu Shi Bao· 2025-07-23 22:49
Group 1 - The U.S. government is nearing the end of a grace period for "reciprocal tariffs," prompting several countries to accelerate trade negotiations with the U.S. before the August 1 deadline [1] - South Korea has set a "red line" in its trade negotiations with the U.S., refusing to further open its beef and rice markets as bargaining chips [1] - South Korea remains the largest importer of U.S. beef, purchasing $2.22 billion worth in 2024, while the U.S. accounts for 32% of South Korea's rice import quota [1] Group 2 - India is facing challenges in reaching a temporary trade agreement with the U.S. by August 1, particularly regarding the reduction of tariffs on key agricultural products and dairy [2] - India has firmly rejected U.S. demands to lower dairy tariffs, maintaining its right to impose retaliatory tariffs on U.S. imports under WTO rules [2] - Malaysia is seeking to negotiate a reduction in the upcoming 25% tariffs imposed by the U.S., aiming to align closer to the 20% tariffs applicable to Indonesia and Vietnam [2][3] Group 3 - Malaysia's Minister of Investment, Trade and Industry expressed optimism about reaching a tax reduction agreement but warned against the risks of hasty agreements [3]
巴西矿商警告:对美报复性关税可能带来10亿美元损失
news flash· 2025-07-22 06:00
Group 1 - The Brazilian mining industry warns that retaliatory tariffs against the U.S. could lead to an additional cost of up to $1 billion annually if the Brazilian government responds to U.S. President Trump's proposed 50% tariffs starting August 1 [1] - Raul Jungmann, head of the Brazilian Mining Association (Ibram), emphasizes the severe economic consequences that could arise from such retaliatory measures [1] - Brazilian mining executives are considering engaging in dialogue with U.S. companies to encourage the Trump administration to return to the negotiation table [1]
美元兑加元跌0.09%,暂报1.3709。加拿大央行行长卡尼称,对于加强针对美国的报复性关税,“让我们拭目以待”。
news flash· 2025-07-16 16:08
Group 1 - The Canadian dollar has depreciated against the US dollar by 0.09%, currently trading at 1.3709 [1] - Bank of Canada Governor Carney commented on the potential for retaliatory tariffs against the US, stating "let's wait and see" [1]
高盛:巴西对美国实施报复性关税可能导致更大损失
news flash· 2025-07-10 13:29
Core Viewpoint - Goldman Sachs analysts predict that Brazil's potential retaliatory tariffs against the U.S. could lead to greater economic losses for Brazil, particularly affecting GDP growth rates [1] Economic Impact - The proposed 50% tariffs by Trump, set to take effect next month, could reduce Brazil's GDP growth rate by approximately 0.3 to 0.4 percentage points [1] - The implementation of retaliatory measures may further worsen the impact on economic activity and inflation in Brazil [1] Uncertainty of Response - There is currently uncertainty regarding whether Brazil will retaliate, and if so, how and when such measures will be enacted [1]