周五上午，欧洲领导人带着为乌克兰提供资金的协议离开了欧盟峰会。但他们的判断力和可信度受到了 打击，几周以来，他们一直坚称，用被冻结的俄罗斯资产来帮助乌克兰是唯一的手段，但几小时后，他 们就改变了主意。 尽管德国、荷兰等国努力促使欧盟各方达成一致，但在马拉松式的谈判期间，意大利总理乔治亚·梅洛 尼仍是反对者之一。最终，欧盟领导人同意了一项总额为 900 亿欧元的贷款计划，该贷款以欧盟预算的 可用额度作为担保。然而，匈牙利、斯洛伐克和捷克实际上获得了该计划的"豁免权"。 值得一提的是，俄罗斯央行周四向欧盟发出警告，称如果欧盟执意推进利用欧洲境内被冻结的俄罗斯资 产来支持乌克兰的计划，俄方可能会在当地法院对相关的欧洲贷款机构提起诉讼，寻求赔偿。 峰会结束后，欧盟委员会主席冯德莱恩和德国总理默茨试图对局势表现出乐观态度。他们辩称，永久冻 结俄罗斯资产是"最大的胜利"，他们一直以来的首要任务仅仅是确保资金能到达乌克兰。然而，默茨承 认，这次峰会对他个人来说"是一次真正的考验"，且事态的发展与他最初的预期截然不同。 尽管被冻结的资产赋予了欧洲对莫斯科的筹码，但在与乌克兰和平谈判的关键时刻，欧盟未能争取到足 够的支持来利用 ...

Group 1 - The core point of the article is that India is renegotiating its trade agreement with ASEAN, indicating a shift in trade strategy and potential impacts on regional trade dynamics [1] Group 2 - The Indian Trade Minister's announcement highlights the importance of strengthening economic ties with ASEAN countries [1] - The renegotiation may lead to changes in tariffs and trade regulations, which could affect various sectors within both India and ASEAN [1] - This move is part of India's broader strategy to enhance its trade relationships in the Asia-Pacific region [1]

Group 1 - India's trade deficit narrowed significantly in June, with the goods trade deficit falling to $18.78 billion, lower than the expected $22.24 billion and the previous month's $21.88 billion, primarily due to a substantial decrease in imports [1] - Total imports in June decreased to $53.92 billion from $60.61 billion in May, with crude oil imports reducing by $1 billion to $13.7 billion and gold imports dropping by 28% to $1.8 billion [1] - Overall goods exports fell by 9% month-on-month to $35.14 billion, marking a seven-month low, although exports to the US increased by 23.53% year-on-year to $8.27 billion despite a 10% tariff hike [1] Group 2 - The decline in international oil prices and a sharp reduction in non-oil imports contributed to the improvement in the trade deficit, with expectations that the current account deficit will narrow to 0.7% of GDP in Q1 FY2026, a decrease of 20 basis points year-on-year [3] - For the first quarter of the current fiscal year (April-June), total goods trade showed a year-on-year increase of 4.2% for exports and 1.9% for imports, indicating a continuous optimization of trade structure [3] - The Indian government is negotiating a temporary trade agreement with the US to avoid potential high tariffs, in response to recent tariff adjustments by the US targeting countries with perceived trade imbalances [3] Group 3 - In the first five months of 2025, India's total exports to the US reached $47.15 billion, a significant year-on-year increase of 25.6%, while imports from the US rose by 8.2% to $18.25 billion, resulting in a trade surplus of $28.91 billion [3] - Notably, US exports to India showed a marked increase in Q2 2025, rising from ₹20.89 billion in the same period last year to ₹25.52 billion [3] Group 4 - Barclays research indicates that the average effective import tariff on Indian goods by the US increased significantly from 2.7% to 11.6% after April 2025, impacting bilateral trade relations and becoming a key topic in ongoing negotiations [4]

Core Points - The U.S. Vice President Vance stated that India and the U.S. government are fully committed to advancing trade agreement negotiations [1] Group 1 - The ongoing trade negotiations between India and the U.S. are a priority for both governments [1]

Group 1 - The core viewpoint is that the U.S. and India are actively advancing trade agreement negotiations [1] Group 2 - U.S. Vice President Vance emphasized the commitment of both governments to the trade talks [1]

以下文章来源于财经杂志 ，作者黄思韵 刘以秦 财经杂志 . 《财经》杂志官方微信。《财经》杂志由中国证券市场研究中心主办，1998年创刊，秉承"独立、独 家、独到"的新闻理念，以权威性、公正性、专业性报道见长，是政经学界决策者、研究者、管理者的 必读刊物。 关税潮袭来。 文｜《财经》实习生 黄思韵 记者 刘以秦 编辑｜刘以秦 来源 | 财经杂志 （ID：i-caijing） 从 4 月 3 日 ， 美 国 政 府 宣 布 对 越 南 加 征 46% 关 税 ， 到 4 月 10 日 ， 特 朗 普 宣 布 暂 缓 关 税 政 策 ， 同 时 越 南 政 府 声 明 称 ， 美 国 和 越 南 同 意 启 动 贸 易 协 定 谈 判 ， 同 意 相 互 取 消 关 税 壁 垒，越南的中国工厂们经历了过山车式的一周。 4月3日早上八点半，张俊驰看到了美国总统特朗普加关税的消息。他的对美贸易客户发 来 消 息 ， " 要 关 注 一 下 美 国 的 商 品 关 税 ， （ 特 朗 普 ） 对 越 南 下 手 了 ， 不 出 意 外 是 加 征 4 6%，查看一下我们的商品是否在内"。 张俊驰是个"厂二代"，他和父亲 ...