" 有史以来最大的贸易协议 " 【环球时报驻法国特约记者 董铭 环球时报驻德国特约记者 青木】法国BFM电视台15日报道称，欧盟原 计划在20日与包括巴西、阿根廷等成员国在内的南方共同市场（简称南共市）签署自由贸易协议，然而 法国方面明确表示"不可接受"，要求推迟该协议的签署。据法新社16日报道，目前法国总统马克龙已经 获得意大利总理梅洛尼的支持，联手抵制该协议在本周通过。法新社称，在距离签字仪式倒计时仅数天 之际，一场"欧洲对峙"可能即将上演。 BFM电视台报道称，欧盟委员会主席冯德莱恩计划于12月20日前往巴西的伊瓜苏市与南方共同市场签 署自由贸易协议，此举须在本周内获得欧盟成员国的事先批准。德国《商报》称，欧盟-南方共同市场 自贸协议若正式签署，将创建一个覆盖约7.7亿人口的全球性自由贸易区。英国《金融时报》15日称， 这有望成为欧盟有史以来达成的最大贸易协议。 德国《时代周报》称，德国政府希望布鲁塞尔尽快批准该协议，由于其核心内容是取消双方针对彼此的 大部分关税，欧盟委员会预计协议生效后，将使欧盟对南方共同市场的出口增长高达39%，其中欧洲主 要出口汽车和化工产品等产品，而南方共同市场主要向欧洲国家供 ...

Group 1 - Former ECB President Mario Draghi criticized the EU for its inaction, stating that Europe's economic competitiveness is regressing due to a lack of urgency from EU headquarters and member states [1][2] - Draghi's report, which included 383 recommendations to enhance competitiveness, saw only 11.2% of its suggestions implemented over the past year, highlighting significant political and bureaucratic obstacles [1][2][4] - EU Commission President Ursula von der Leyen acknowledged the lack of urgency in advancing the competitiveness agenda and emphasized the need for urgent action to address the incomplete single market and stalled merger rule reforms [1][4] Group 2 - The slow implementation of Draghi's recommendations contrasts sharply with the urgent economic challenges facing Europe, as officials have been preoccupied with external threats such as trade wars and geopolitical issues [3][4] - Draghi warned that citizens and businesses in Europe are increasingly frustrated with the slow pace of EU actions, expressing concerns that governments are not seizing critical moments for necessary reforms [5]

Core Viewpoint - Jamie Dimon, CEO of JPMorgan Chase, criticized Europe's declining competitiveness compared to the US and Asia, highlighting a significant drop in Europe's GDP share from 90% to 65% of the US over the past 10 to 15 years [2] Group 1: European Competitiveness - Dimon emphasized the need for Europe to reduce trade barriers and improve capital markets and banking union to attract investment and boost growth [2] - He pointed out the "sovereignty deficit" in Europe regarding energy, critical minerals, data centers, satellite communications, and digital services due to rising geopolitical tensions and deteriorating trade relations with the US [2] Group 2: Market Sentiment and Economic Outlook - Investor sentiment towards Europe has turned positive due to expectations of significant fiscal stimulus in Germany, increased defense spending, interest rate cuts, and relative political stability compared to the US [2] - Despite the positive sentiment, the EU faces challenges in implementing growth reforms and solidifying trade relations with the US, with ongoing tariff agreements remaining unresolved [3] Group 3: US Market Dynamics - Dimon noted a complacency in the current market, with investors seemingly indifferent to the potential impacts of new tariffs announced by President Trump, which include a 50% tariff on Brazilian imports and copper, and a 200% tariff threat on the pharmaceutical industry [3] - He expressed concerns about rising inflation in the US, suggesting that the probability of interest rate hikes is higher than most expect, estimating it at 40%-50% [4]

Group 1 - Jamie Dimon, CEO of JPMorgan Chase, warns European leaders about competitiveness issues, stating that Europe's GDP share compared to the US has dropped from 90% to 65% over the past 10 to 15 years [1] - Dimon criticizes the market's complacency regarding Trump's tariff threats, noting that current tariffs on EU steel and aluminum have increased from 25% to 50% [2] - He emphasizes the declining competitiveness of the European market, indicating that successful large companies are becoming increasingly rare [3] Group 2 - Dimon suggests that Europe and investors should not underestimate the US government's tariff policies, especially if the US economy shows signs of weakness [2] - He calls for significant economic reforms in Europe to address serious issues and promote growth [3] - Dimon expresses a willingness to consider political involvement if certain political changes occur, despite having no political ambitions [3]

Core Points - The Eurozone finance ministers met in Brussels to discuss the macroeconomic impact of U.S. tariffs on the EU, the U.S., and the global economy [1] - The EU aims to negotiate solutions with the U.S. while enhancing cooperation among member states to prepare potential countermeasures [1] - The EU sees an opportunity to strengthen security and defense, rebuild Europe's security framework, and invest in its single market of 450 million consumers [1] - The EU plans to expand its global partnership network to enhance competitiveness and attract international investors in both the short and long term [1]

Group 1 - The core viewpoint is that Germany's growth is beneficial for Europe [1] - Europe needs to restore its growth [1] - Germany aims to collaborate with Europe [1] Group 2 - There is a need to make Europe competitive again [1] - The EU intends to discuss tariff issues with the United States [1]