贸易关税调整

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今夜,沸腾了
Zhong Guo Ji Jin Bao· 2025-08-22 16:16
Group 1: Federal Reserve and Market Reactions - The Federal Reserve's Chairman Jerome Powell signaled a potential shift towards a dovish stance, indicating that the market's expectations for a rate cut in September are likely to be realized, with a 25 basis point cut being anticipated [6][7][9] - Following Powell's remarks, the stock market experienced significant gains, with the Dow Jones rising nearly 1000 points, and the Nasdaq increasing by approximately 2% [1][2] - The expectation of a rate cut has led to a sharp decline in the US dollar index, which fell by 0.9006% to 97.7623 [5][6] Group 2: Canadian Tariff Changes - Canada announced the cancellation of several retaliatory tariffs on US goods that comply with the US-Mexico-Canada Agreement (USMCA), aiming to ease tensions with the US [11][12] - This policy shift indicates a significant change in Canada's approach to US trade relations, moving away from a previously aggressive stance against US protectionism [12] - However, Canada may retain tariffs on US steel, aluminum, and automobiles, which were previously imposed by the Trump administration [12]
据福克斯新闻:美国商务部长卢特尼克就与加拿大的贸易表示,他所寄出的那封信中的内容有35%的概率可能会发生,如果加拿大总理卡尼配合我们,特朗普或许会降低关税。
news flash· 2025-07-31 20:19
据福克斯新闻:美国商务部长卢特尼克就与加拿大的贸易表示,他所寄出的那封信中的内容有35%的概 率可能会发生,如果加拿大总理卡尼配合我们,特朗普或许会降低关税。 ...
宁证期货今日早评-20250715
Ning Zheng Qi Huo· 2025-07-15 02:35
Report Industry Investment Ratings - Crude oil: Short-term short [2] - Asphalt: High-level short [8] - PX: Oscillating weakly [8] - Gold: Medium-term wide-range oscillation slightly bullish [9] - Silver: Oscillating slightly bullish [9] Core Views - The supply of coke is slightly decreasing, the demand has rigid support, the first round of price increase has been initiated, and the futures price is expected to oscillate in the short term [1] - International oil prices are falling, with short-term low inventory and medium-term supply increase expectations, so short in the short term [2] - Steel prices are pushed up by limit production and raw material prices, but the demand is expected to weaken this week. Considering cost support, steel prices will be adjusted in a narrow range [4] - Ore prices are expected to oscillate at a high level under the game of long and short factors, and attention should be paid to the performance of finished products [5] - The short-term price of live pigs rebounds weakly, and interval trading is recommended [6] - The short-term price of palm oil is expected to oscillate at a high level [6] - The short-term price of soybean meal is expected to oscillate strongly, with strong technical support at 2900 - 2920 and attention to the pressure at 3030 [7] - The supply and demand of asphalt improve limitedly, and it is bearish at a high level [8] - The spot pressure of PX appears, and it is viewed as oscillating weakly [8] - Gold is pushed up by geopolitical risks and tariff disturbances, and it is slightly bullish in the medium-term wide-range oscillation [9] - Silver is slightly bullish in oscillation, and attention should be paid to the synchronous movement with gold [9] - The long-term bond market is affected by the stock-bond seesaw, and whether it enters a bearish trend needs to be observed. Attention should be paid to the Politburo meeting in July [10] - The short-term bond market is affected by tight capital, and attention should be paid to the direction choice at the 60-day moving average after the rebound [10] - The methanol 09 contract is expected to oscillate in the short term, and it is recommended to wait and see or short on rebounds [11] - The soda ash 09 contract is expected to oscillate in the short term, and it is recommended to wait and see or short on rebounds [12] - The L 09 contract is expected to oscillate in the short term, and shorting is recommended [13] Summaries by Variety Coke - Supply: Affected by profit compression and Tangshan limit production, the overall supply continues the downward trend [1] - Demand: Steel mills have low inventory and good profits, and the rigid demand for coke still exists [1] - Price: The first round of price increase has been initiated, and the futures price is expected to oscillate in the short term [1] Crude Oil - Supply: Short-term low inventory, medium-term OPEC+ maintains the stance of increasing production, with supply increase expectations [2] - Price: International oil prices fall, and short in the short term [2] Rebar - Supply: Affected by limit production and raw material prices, the price is pushed up [4] - Demand: The new round of high temperature affects construction progress, and the demand is expected to weaken this week [4] - Price: Considering cost support, steel prices will be adjusted in a narrow range [4] Iron Ore - Supply: Port inventory decreases, and the number of ships in port increases [5] - Price: The main futures price oscillates at a high level, and it is expected to continue the high-level oscillation under the game of long and short factors [5] Live Pigs - Supply: The group farms' slaughter rhythm is slow, and the second fattening support is insufficient [6] - Demand: The demand is weak, and the slaughterhouse orders are limited [6] - Price: The short-term price rebounds weakly, and interval trading is recommended [6] Palm Oil - Supply: Malaysian production increases, and Indian imports increase [6] - Demand: The domestic spot price difference between soybean oil and palm oil is inverted, and the downstream is on the sidelines [6] - Price: The short-term price is expected to oscillate at a high level [6] Soybean Meal - Supply: The trade tariff adjustment causes concerns about soybean supply in the fourth quarter [7] - Demand: The oil mill sales progress is slow, and the basis price is lowered [7] - Price: The short-term price is expected to oscillate strongly, with strong technical support at 2900 - 2920 and attention to the pressure at 3030 [7] Asphalt - Supply: The weekly output increases, and the supply next week may be restricted [7][8] - Demand: Affected by weather, the infrastructure demand recovers slowly [8] - Price: The supply and demand improve limitedly, and it is bearish at a high level [8] PX - Supply: The domestic and overseas operating rates show different trends, and the overall supply is relatively stable [8] - Demand: The PTA processing fee is at a new low, and the PX spot pressure appears [8] - Price: Oscillating weakly [8] Gold - Driving Factors: Geopolitical risks and tariff disturbances strengthen, and the safe-haven sentiment pushes up the price [9] - Price: Medium-term wide-range oscillation slightly bullish [9] Silver - Driving Factors: The Fed faces threats from the government, and the inflation expectation rises [9] - Price: Oscillating slightly bullish [9] Long-term Treasury Bonds - Economic Situation: The economy has strong resilience and the recovery momentum is strengthened [10] - Market Situation: The long-term funds enter the market, and the stock-bond seesaw affects the bond market [10] - Price: Whether it enters a bearish trend needs to be observed, and attention should be paid to the Politburo meeting in July [10] Short-term Treasury Bonds - Capital Situation: The capital is tight, which is bearish for short-term bonds [10] - Price: Attention should be paid to the direction choice at the 60-day moving average after the rebound [10] Methanol - Supply: The cost is stable, the domestic start-up is expected to increase, and the port import is expected to increase [11] - Demand: The downstream demand is expected to be weak [11] - Price: The 09 contract is expected to oscillate in the short term, and it is recommended to wait and see or short on rebounds [11] Soda Ash - Supply: The production increases, and the inventory rises [12] - Demand: The downstream demand is mediocre [12] - Price: The 09 contract is expected to oscillate in the short term, and it is recommended to wait and see or short on rebounds [12] Plastic - Supply: The production enterprise devices are slightly adjusted, and the supply is expected to change little [13] - Demand: In the traditional off-season, the overall transaction is difficult to expand [13] - Price: The L 09 contract is expected to oscillate in the short term, and shorting is recommended [13]
美国希望越南根据外国成分支付更高的关税
news flash· 2025-07-02 12:39
金十数据7月2日讯,据知情人士透露,越南和美国据称即将达成一个贸易框架,根据外国成分的比例, 对商品征收一定规模的关税。他们表示,出口到美国的含有外国零部件比例最高的产品将被征收20%左 右或更高的关税。知情人士说,外国零部件比例较低的产品的税率将略有降低,而完全来自越南的产品 将面临最低的税率,可能是目前普遍征收的10%的关税。 美国希望越南根据外国成分支付更高的关税 ...
欧盟关税,新动向!乌克兰农产品,取消免税!俄白化肥及农产品,加税!
证券时报· 2025-05-23 04:22
Group 1 - The EU will not extend the tariff exemption policy for Ukrainian agricultural products, which will expire on June 5, 2023, and trade will revert to the 2017 agreement from June 6, 2023 [2] - The temporary removal of tariffs was implemented after the outbreak of the Russia-Ukraine conflict in 2022, but farmers in countries like Poland and France have complained about the influx of Ukrainian products harming their interests [2] - The EU had previously promised to negotiate a new trade agreement with Ukraine, but no formal negotiations have started as of May 2023 [2] Group 2 - The European Parliament has approved a new tariff law on fertilizers and certain agricultural products from Russia and Belarus, imposing a basic tariff of 6.5% on fertilizers and an additional fee of €40 to €45 per ton from 2025 to 2026 [4] - A 50% tariff will be applied to Russian and Belarusian agricultural products that have not yet been subject to additional tariffs [4] - The aim of this legislation is to diversify the EU's fertilizer production and reduce dependence on low-priced imports from Russia, although there are concerns about significant price increases for fertilizers affecting farmers [4]
突然!预订量飙升近300%
第一财经· 2025-05-15 01:29
Core Viewpoint - The article highlights a significant increase in container shipping bookings from China to the United States following the mutual tariff reductions between the two countries, indicating a potential recovery in trade activity and logistics demand [1]. Group 1 - The average booking volume of container shipments from China to the U.S. surged by nearly 300% after the tariff reductions [1]. - As of May 5, the seven-day average booking volume was 5,709 standard containers, which increased to 21,530 standard containers by May 14, reflecting a 277% rise [1].