消息人士：美印没谈拢 遭印度否认，吕特"翻车" 声明还说："双方决定继续接触，以期早日达成一项互利的贸易协定。"但未提供具体时间表。 据政府消息人士透露，双方希望在9月底前达成协议，为特朗普秋季访问印度出席计划中的四方安全对 话领导人会议铺平道路。然而，如果贸易争端持续，此次访问可能推迟至明年。 此次印度贸易代表团对美国进行的访问，是自特朗普8月对印度征收惩罚性关税以来，印度首次派遣高 级别贸易代表团访美。 在本周的会谈中，印度购买俄罗斯石油的问题仍是最大争议点。印度方面要求取消相关关税，而美国方 面则表示，若印度不减少从俄罗斯的石油采购量，达成协议便无从谈起。 外交消息人士表示，需要进一步举行多轮会谈，以解决包括俄罗斯石油问题僵局在内的未决事项。 据香港《南华早报》网站9月27日报道，多名了解谈判情况的消息人士透露称，本周在联合国大会间隙 举行的会谈中，印度和美国的高级贸易谈判代表未能解决双方的关税争端，印度方面敦促美国取消与俄 罗斯能源进口相关的关税。 美国贸易代表贾米森·格里尔同印度商业和工业部长皮尤什·戈亚尔22日在纽约举行了会谈。美国国务卿 马尔科·鲁比奥、印度外交部长苏杰生和美国总统唐纳德·特朗普 ...

肯尼亚广播公司9月25日报道，肯总统威廉·鲁托在纽约联合国大会期间与美国 国务卿兼国家安全顾问马可·鲁比奥举行了会谈。会谈期间，双方同意在年底前 达成贸易协定，并承诺增加美国对肯尼亚的投资，加强安全合作，特别是在反 恐领域。会谈还讨论了《非洲增长与机会法案》（AGOA），鲁托表示该法案 仍然是肯尼亚经济增长的关键。随后，鲁托总统与加州州长加文·纽森共同见证 了加州-非洲气候与经济伙伴关系协定的签署。该合作的重点是清洁运输、电 动汽车、绿色港口、气候智能型农业、可再生能源和数字创新。 （原标题：鲁托与美国国务卿鲁比奥就贸易、安全问题举行会谈） ...

9月24日，德国副总理兼财政部长在柏林发表演讲时表示，在欧洲大陆未来的安全政策问题上，欧洲人 甚至都坐不上"小孩桌"。克林拜尔还表示欧盟面临诸多挑战，仍有许多工作要做。他坚信特朗普政府的 关税政策只会导致失败，还呼吁与世界各国达成新的贸易协定以应对特朗普政府的关税政策。 ...

Group 1 - The European Union and Indonesia have concluded negotiations on a trade agreement, set to be signed next week, aimed at reducing reliance on the United States [2] - The agreement comes in response to U.S. President Trump's import tariffs, which have accelerated negotiations between the two parties [2] - The EU officials indicated that the Vice President of the European Commission, Šefčovič, plans to visit Indonesia on September 23 to sign the agreement [2] Group 2 - Current gold futures are trading around 836.74 yuan per gram, with a slight decline of 0.16%, and have fluctuated between a high of 843.42 yuan and a low of 835.70 yuan [1] - Key resistance levels for gold futures are identified between 840 yuan and 860 yuan per gram, while important support levels are noted between 799 yuan and 850 yuan per gram [2]

Core Viewpoint - The US-Japan Trade Agreement officially took effect on September 15, 2025, with the US imposing a 15% baseline tariff on nearly all Japanese imports, impacting various sectors including automobiles and electronics [3][4]. Summary by Sections Tariff Adjustments - The current US tariff rule states that if the existing tariff is below 15%, it will be adjusted to 15%. If it is equal to or above 15%, it will remain at 15% [3]. - The tariff on Japanese automobiles has been reduced to 15% as of September 16, 2025 [3]. Specific Product Tariffs - For electronic products, the original tariff rate of 0-5% has been increased to 15%. Aerospace products will no longer be subject to "reciprocal tariffs," and tariffs on steel, aluminum, and copper have been standardized to 15% [4]. - However, steel and aluminum products will continue to be subject to a 50% tariff under Section 232 [5]. Impact on Trade - Japan's exports to the US have seen a continuous decline for three months, with the rate of decline increasing, attributed to the US government's tariff policies [5]. - The delay in implementing the new tax rate is estimated to increase the burden on Japanese automakers by 100 billion yen, approximately 3 billion yen per day [8]. Refund Mechanism - The US Customs and Border Protection (CBP) has confirmed that importers can receive refunds for tariffs paid that exceed 15% for goods imported after August 7, 2025 [6][10]. - Importers can submit a post-summary correction application for estimated duties not yet liquidated, and for cleared imports, they can protest under US Code Title 19, Section 1514 for refunds [9][10].

Group 1 - The U.S. will impose a 15% baseline tariff on nearly all Japanese imports starting from August 7, 2025, as part of the U.S.-Japan Trade Agreement [1] - The current tariff rules state that if existing tariffs are below 15%, they will be raised to 15%, while tariffs at or above 15% will remain unchanged [2] - The tariff on Japanese automobiles will be reduced to 15%, while electronics will see an increase from 0-5% to 15% [2] Group 2 - Japan's exports to the U.S. have seen a continuous decline for three months, with the rate of decline increasing, attributed to U.S. tariff policies [3] - The Trump administration previously imposed a 25% tariff on Japanese automobiles and a 10% tariff on most other goods, with steel tariffs rising to 50% [4] - The U.S. has expanded the 50% tariff on steel and aluminum imports to include 407 additional products [5] Group 3 - Importers can apply for refunds on overpaid tariffs through a post-summary correction application for estimated duties not yet liquidated [5] - For cleared imports, importers can protest under U.S. Code Title 19, Section 1514 to request refunds [5] - These refund measures apply to Japanese products entering the U.S. on or after August 7, 2025 [5]

Group 1: Global Economic Outlook - Global economic activity remains robust despite ongoing policy uncertainties, with a projected growth rate of 2.5% for this year and 2.6% for 2026, both above market consensus levels [1][4] - The peak of policy uncertainty has passed, yet market expectations for economic growth remain pessimistic, particularly regarding the timing of potential interest rate cuts by the Federal Reserve [1][5] - The resilient U.S. economy, characterized by strong growth and high inflation, contradicts market expectations for immediate rate cuts, which may be delayed until 2026 [1][5] Group 2: Regional Economic Insights - The U.S. labor market remains strong, supporting consumer spending, while inflation risks persist due to delayed impacts from tariff disputes [2][5] - The Eurozone is experiencing solid growth, bolstered by trade agreements and supportive monetary and fiscal policies, although this may signal the end of the European Central Bank's easing cycle [2][5] - The UK faces constraints on growth, with GDP expected to remain below 1%, and inflation potentially exceeding 4% in the coming months [2][5] Group 3: Emerging Markets and Currency Trends - China's manufacturing exports have benefited from delayed tariff increases, leading to steady economic growth, although recent data indicates a mild slowdown [3][4] - Emerging markets may see improved prospects if the U.S. dollar continues to depreciate, providing central banks with room to lower interest rates and stimulate domestic demand [3][6] - A depreciating dollar could create deflationary effects in other regions, facilitating monetary easing and boosting internal demand [6]

Core Points - The Comprehensive Economic Partnership Agreement (CEPA) between the UAE and New Zealand has officially come into effect, marking the first trade agreement between New Zealand and a Middle Eastern country [2] - The agreement aims to eliminate or reduce tariffs on most goods, with New Zealand offering 100% tariff-free imports to the UAE, while the UAE provides tariff exemptions on 98.5% of New Zealand's goods [2] - The target is to increase bilateral trade to $5 billion by 2032, significantly exceeding the current average levels [2] - The agreement covers key sectors such as food, energy, education, and advanced technology, promoting private sector collaboration [2] - This achievement is part of the UAE's CEPA strategy, which aims to reach a total trade volume of $1 trillion and an economic size of $800 billion by 2031 [2]

Core Insights - Kenya's exports to the United States reached 52.59 billion shillings in the first half of the year, marking a significant increase of 27.4% compared to the same period last year [1] Export Performance - Notable growth was observed in specific product categories, including: - Men's knitted underwear, with an export value of over 4.4 billion shillings, experiencing a remarkable growth of 682% [1] - Knitted T-shirts, with an export value of 3.5 billion shillings, showing a growth of 229% [1] - Coffee, with an export value of 3.4 billion shillings, increasing by 65.2% [1] Trade Agreement Context - The growth in exports coincides with the impending expiration of the African Growth and Opportunity Act, as Kenya seeks to establish a new trade agreement with the U.S. [1] - If the act is not extended, products that previously enjoyed zero tariffs may face a 10% tariff, posing a significant risk to Kenya's textile industry [1]

Core Points - The European Union is seeking to sign new trade agreements with countries like India, Indonesia, and Thailand amid escalating tariff tensions with the United States [1] - The EU is accelerating the push for a trade agreement with the Southern Common Market (Mercosur), which will gradually eliminate a 35% tariff on European cars and tariffs on automotive parts, machinery, chemicals, textiles, and other industrial goods [1] - The European Commission estimates that this agreement could save EU exporters over 40 billion euros annually [1] - The agreement aims to strengthen the EU's presence in a region where China has become a significant industrial supplier and raw material buyer for Mercosur [1]