目前尚不清楚最终协议将采取何种形式，但如果他们的目标是一份完整的自由贸易协议，那么可能需要 数年时间来谈判。 法国政府高级官员已对该协议表示不满。"当一个自由民族的联盟，本应团结起来申明其价值观并捍卫 其利益，最终却选择了屈服时，这是一个黑暗的日子，"法国总理弗朗索瓦·贝鲁（Francois Bayrou）在 社交平台X上的一篇帖子中说。 与此同时，欧洲的民族主义政党也对该贸易协议提出了批评。 法国总统马克龙表示，欧盟在与美国的贸易谈判中还不够令人敬畏，这导致了一项被许多人批评为不平 衡的协议。 "欧洲尚未将自己充分地视为一个强权，"这位法国领导人说。"想要自由，你就必须令人敬畏。我们还 不够令人敬畏。" 欧盟于上周日同意接受对其大部分输美出口商品征收15%的关税，而一旦协议生效，该集团对美国商品 的平均关税税率将降至1%以下。该集团的贸易主管马罗什·谢夫乔维奇（Maros Sefcovic）承认，这 是"我们在非常困难的情况下所能得到的最好协议"。 这位法国总统表示，该协议并非"故事的结局"，关于协议的谈判将继续进行。 "法国一直采取坚定而严苛的立场，"他说，并将继续这样做。 预计欧盟和美国将在8月1日之前 ...

Report Summary 1. Hot News - On July 25, 2025, the People's Bank of China will conduct 400 billion yuan of MLF operations with a one - year term [2] - As of now, the central budget investment in 2025 has been basically allocated, supporting various fields such as modern industrial system and infrastructure [2] - The Guangzhou Futures Exchange will accelerate the research and listing of power futures [2] - The EU has a 93 - billion - euro anti - tariff plan against the US, India aims to reach trade agreements with the US and has signed one with the UK [2] - Trump asked Powell to cut interest rates, and Trump's ally sued Powell to require FOMC to hold public meetings [3] 2. Key Focus - Key commodities to focus on are coking coal, glass, coke, ethylene glycol, and pulp [4] 3. Night - session Performance - Non - metallic building materials rose 2.54%, precious metals 28.82%, oilseeds 12.19%, non - ferrous metals 2.90%, soft commodities 19.60%, coal - coking - steel - ore 14.93%, energy 3.22%, chemicals 11.79%, grains 1.15%, and agricultural and sideline products 2.88% [4] 4. Major Asset Performance - In the equity category, the Shanghai Composite Index rose 0.65%, the S&P 500 0.07%, and the Hang Seng Index 0.51% [6] - In the fixed - income category, 10 - year, 5 - year, and 2 - year treasury bond futures declined [6] - In the commodity category, the CRB commodity index rose 0.17%, WTI crude oil 1.46%, and London spot gold fell 0.55% [6] - Other assets: the US dollar index rose 0.29%, and the CBOE volatility remained unchanged [6]

金十数据7月24日讯，当地时间24日，正值印度总理莫迪访问英国之际，印度与英国签署自由贸易协 议。今年5月，印度与英国完成谈判，达成了自由贸易协议。根据协议，印度出口英国的商品99%将实 现零关税。英国出口印度的商品中，90%的关税税率将下调，85%的商品将在10年内实现零关税。该协 议是印度十多年来与发达经济体签署的首个重要双边贸易协议。 印度与英国签署自由贸易协议 ...

Group 1 - The S&P 500 index increased by 0.4%, the Dow Jones rose by 0.3%, and the Nasdaq gained 0.78% [1] Group 2 - Peru and the United States are negotiating new terms for a free trade agreement [1]

Group 1 - The European ministers are optimistic about reaching a trade agreement with the Trump administration before the August 1 deadline, aiming to maintain the $1.7 trillion bilateral trade relationship [2] - Trump's fluctuating sentiments towards the EU, sometimes friendly and other times accusatory, contribute to the ongoing threat of a 30% tariff [2] - The EU trade chief indicated that continuing trade in the traditional transatlantic manner would be nearly impossible under such tariffs, effectively prohibiting trade [2] Group 2 - Barclays economists estimate that an average tariff rate of 35% on EU goods, combined with a 10% retaliatory tariff from Brussels, could reduce Eurozone output by 0.7 percentage points [3] - The potential economic loss for Germany due to tariffs ranging from 20% to 50% could exceed €200 billion by 2028, impacting Chancellor Merz's plans for tax cuts and infrastructure spending [3] - The long-term implications of high tariffs raise concerns about how Europe will compensate for lost economic activity to fund essential services and military restructuring [3] Group 3 - The EU has made progress in establishing preliminary agreements with new trade partners, but faces challenges in finalizing these agreements [4] - Analysts suggest that the confrontation with Trump may provide the EU with an opportunity to push through long-delayed single market reforms and rebalance its economy away from heavy reliance on exports [4] Group 4 - The IMF estimates that internal barriers to the free movement of goods within the EU equate to tariffs of 44% on goods and 110% on services [5] - Proposed reforms to create a more open cross-border capital market have seen little progress over the past decade [5] - The EU remains open to negotiations while preparing retaliatory measures in case talks break down, with uncertainty potentially influencing Trump's decision-making [5]

欧盟委员会贸易专员Maros Sefcovic：预计将在2025年与印尼、阿联酋、印度达成自由贸易协议。 ...

Group 1 - Israel is facing increasing pressure from allies, particularly the UK and the EU, regarding its military actions in Gaza, with the UK suspending a free trade negotiation and the EU reviewing its trade agreement based on human rights concerns [1][4][8] - The EU is considering a review of the EU-Israel Association Agreement, which was established in 2000 to facilitate political dialogue and economic cooperation, with 17 member states supporting this review [4][8] - The UK has expressed strong discontent with Israel's actions, with officials stating that the humanitarian situation in Gaza is intolerable and that Israel's military actions are damaging its international image [5][6][8] Group 2 - The recent shooting incident involving the Israeli military targeting a diplomatic delegation has drawn widespread condemnation from multiple countries, including Belgium, Spain, Italy, and France, with calls for accountability [3][6] - The UK government has officially communicated its stance on Israel's actions, labeling them as cruel and indefensible, and has imposed sanctions on individuals and organizations supporting violence against Palestinians [6][7] - There is uncertainty regarding the actual impact of the EU and UK's recent measures on Israel's behavior, as there are divisions among EU member states on how to apply pressure, and some view the UK's actions as largely symbolic [8]

Core Points - The European Union is accelerating negotiations for a free trade agreement with Mercosur countries (Argentina, Brazil, Paraguay, Uruguay) in response to increased tariffs imposed by the United States [1] - EU Commission President Ursula von der Leyen emphasized the need for Europe to strengthen trade ties with other countries and regions due to rising trade barriers from the Trump administration [1] - Significant progress has been made in negotiations, with major terms agreed upon, potentially creating a large market covering over 700 million people across the Atlantic [1] - Some EU member states, previously opposed to the agreement due to agricultural protection and environmental concerns, are showing signs of flexibility amid rising U.S. trade protectionism [1] - The French Trade Minister indicated that the U.S. trade war has prompted a reevaluation of the urgency to advance free trade agreements, although he noted that the current text of the agreement requires further refinement [1] Timeline and Future Steps - Following the Polish presidential elections on May 18, the internal coordination process within the EU is expected to accelerate [2] - If member states reach a broader consensus, Denmark, as the next rotating presidency, may host a vote on the Mercosur agreement in the EU Council between September and October, aiming for formal signing by the end of the year [2]