自从特朗普政府决定对印度实行二级关税以来，美印关系急转直下，美国希望印度为其购买俄罗斯原油 付出代价，印度则是抗拒美国霸权。 近期印度更是选择硬刚美国，其外长苏杰生表示，针对美国额外加的25%关税，印度并不惧怕，不仅如 此，进口俄罗斯原油的计划也不会搁置。 那么具体事态究竟是如何发展的呢？ 美国的惩罚措施 今年8月份开始，特朗普政府针对印度购买俄罗斯原油一事，计划对印度加征25%的二级关税，此举引 发了印度的强烈反对。 只是美国忘了一个重要的因素，无论是印度没必要为了讨好美国而放弃价格低廉的货物，而去选择价格 普遍高昂的，这样既不符合自身发展需求，也缺乏公平与公正。 印度的回怼 此前针对美国的二级关税政策印度外长苏杰生就曾表示过，尽管美印之间依旧还处于谈判阶段，但印度 有自己的红线，会根据自身利益做出抉择。 苏杰生的态度十分强硬，农民与小生产者的利益能否得到保障，一直是印度的底线问题，只要美国不触 碰这个红线，那么美印之间就有的谈。 印度表示美国这种行为，是缺乏公平、公正的不合理行为，印度有保护自身合法权益不受侵犯的权利， 并且会为之努力。 之于美国而言，他们认为印度购买俄罗斯原油就是在帮助俄罗斯，为俄罗斯提 ...

Group 1 - Poland's President is invited to visit the U.S. on September 3, reducing the likelihood of Trump attending the military parade in China [1] - The U.S. demands high tariffs of 10% to 30% on Chinese goods while offering zero tariffs on American products, indicating an attempt to exploit China's market [3] - The U.S. requests China to remove all trade barriers while maintaining its own, posing a significant threat to China's industrial development [4] Group 2 - The U.S. demands China to purchase a large volume of American goods despite the lack of necessity due to the availability of alternatives, highlighting the unreasonable nature of this request [5] - The U.S. seeks substantial investments from China, which appears to be an attempt to fill its economic gaps rather than a mutually beneficial arrangement [6] - The U.S. pressures China to halt trade with Russia, infringing on China's sovereignty and energy security [7] Group 3 - China refuses to accept unequal tariffs and double standards in trade to uphold international trade fairness [9] - China emphasizes the importance of safeguarding its industrial security against potential shocks from removing trade barriers [10] - China asserts its autonomy in purchasing and investment decisions, ensuring that expenditures are justified and valuable [11] Group 4 - The scheduling conflict with Poland's visit is a direct reason for Trump's absence from the parade [13] - Trump's absence may be a strategic move to pressure China into concessions during trade negotiations [14] - Domestic political considerations may influence Trump's decision to skip the parade, aligning with certain factions within the U.S. [16] Group 5 - China maintains an open attitude towards equal cooperation with the U.S., emphasizing mutual respect and fairness [17] - China's military parade serves to showcase its development and commitment to global peace, independent of other nations' participation [18] - The U.S. is urged to recognize the current situation and abandon its hegemonic mindset to foster normal development in U.S.-China relations [19]

Group 1 - The total silver futures in Shanghai Futures Exchange reached 1,299,756 kilograms, with an increase of 4,093 kilograms compared to the previous day [1] - The main silver futures opened at 8,716 yuan per kilogram, peaked at 8,765 yuan, and dropped to a low of 8,662 yuan, closing at 8,762 yuan, reflecting a daily decline of 0.54% [1] Group 2 - President Donald Trump expressed concerns regarding his "massive and beautiful" spending bill and the unfair auto trade with Japan [2] - Trump indicated uncertainty about passing the spending bill by the target date of July 4, stating that a delay could lead to perceptions of failure [2] - Trump emphasized the need for a person who can lower interest rates to enter the Federal Reserve, especially in light of the upcoming $9 trillion U.S. debt [2] - Trump criticized Japan for not purchasing American cars while the U.S. imports millions of Japanese vehicles, suggesting Japan should import more U.S. oil and other products [2]

Core Viewpoint - The article highlights the escalation of U.S. protectionism through the increase of tariffs on imported steel and aluminum products from 25% to 50%, which poses significant risks to global trade stability [1] Impact on Bosnia and Herzegovina - The U.S. tariffs have a direct and severe impact on Bosnia and Herzegovina's defense industry, which constitutes over 60% of its exports to the U.S. The tariffs on this sector have risen from 12% to 35% [1] - Other sectors, including metals, are also affected by the increased tariffs, indicating a broader economic impact beyond just defense [1] Regional Trade Dynamics - Bosnia and Herzegovina, while not an EU member, has strong economic ties with the EU, particularly in the automotive manufacturing sector. The long-term effects of U.S. tariffs on Bosnian enterprises are significant and cannot be overlooked [1] Response to Tariff Challenges - The economist suggests that Western Balkan countries should collaborate and enhance communication to effectively respond to external shocks caused by U.S. tariffs [1] - The EU's response to U.S. tariffs is viewed as insufficient, lacking internal consensus, which hampers its ability to counteract U.S. economic pressure effectively [1] Long-term Economic Consequences - The article argues that unless the U.S. halts its aggressive tariff policies, true trade fairness will remain elusive. The U.S. approach is seen as treating trade partners as subordinates rather than equal collaborators, undermining international trust and cooperation [1] - The long-term outlook suggests that the U.S. economy may bear the greatest losses from its own protectionist measures [1] Call for a Fair Trade System - There is a call for major economies to work towards establishing a fairer and clearer global trade system, which would allow smaller economies like Bosnia and Herzegovina to thrive in a more balanced international trade environment [1]

Core Viewpoint - The recent high-level economic talks between China and the U.S. in Geneva have led to significant progress, including substantial reductions in tariffs on both sides, which is expected to positively impact market sentiment and investor confidence in Chinese assets [1][2][6]. Summary by Sections Economic Talks and Tariff Reductions - The U.S. has committed to canceling 91% of additional tariffs on Chinese goods and modifying 34% of retaliatory tariffs, with 24% of these tariffs suspended for 90 days [1]. - China will reciprocate by canceling 91% of its retaliatory tariffs on U.S. goods and suspending 24% of the 34% retaliatory tariffs for 90 days [1]. Market Reactions - Following the announcement, the offshore RMB rebounded significantly against the USD, and the Hang Seng Index surged by 2.98% [2][3]. - The Shanghai Composite Index rose by 0.82% on the same day, reflecting positive market sentiment [3]. Expert Insights - Experts believe the talks exceeded expectations and indicate a willingness for continued communication, which is crucial for managing bilateral differences [2][5]. - The principle of reciprocity in the joint statement is seen as beneficial for controlling disputes between the two nations [5]. Economic Outlook - The progress in U.S.-China relations is viewed as a key factor in improving macroeconomic conditions, with strong export performance reported [7]. - Goldman Sachs maintains an overweight view on Chinese assets, citing a recovery in the MSCI China Index and a 12% year-to-date increase [7]. Future Considerations - The ongoing developments in tariffs and the overall profitability of Chinese companies will be critical for future market performance [9]. - Analysts anticipate further discussions to ease tensions within a month, with a focus on establishing a trade framework before the U.S. midterm elections in 2026 [9]. Corporate Performance - Key trends in corporate earnings are emerging, with H-shares outperforming A-shares and expectations of a 14% profit growth for the MSCI China Index in the 2024 fiscal year [11]. - Major Chinese tech companies like JD, Tencent, and Alibaba are set to report earnings, with market expectations varying based on their performance in the AI sector and other business areas [11].

Group 1 - The U.S. State Department congratulated Canadian Prime Minister Carney and his party on their recent federal election victory [1] - The U.S. emphasized that U.S.-Canada relations remain one of the most extensive bilateral relationships in the world [1] - The U.S. looks forward to collaborating with Carney's government on key issues such as trade fairness, combating illegal immigration, and preventing the influx of fentanyl and other dangerous drugs [1]

美国总统特朗普：日本方面今天会来美国就关税问题进行谈判，我将参加与日本的会谈，美国财政部长 和商务部长也将出席此次会议，希望能够找到解决方案。军事支援成本与贸易公平是会谈内容之一。 订阅特朗普动态 +订阅 ...

财政部长和商务部长也将出席会议。 希望能找到对日本和美国有利的办法！ 特朗普：日本今天来进行谈判关税。 我将参加与日本的会晤。 军事支持成本、贸易公平是谈判的一部分。 ...