随着选民对物价水平的不满情绪不断发酵，美国总统唐纳德·特朗普推迟上调软体家具、橱柜和梳妆台 的关税税率，放慢了征税步伐。 在特朗普于佛罗里达州海湖庄园举办新年前夜派对的时候，白宫周三晚间就总统公告发布了情况说明 书。 责任编辑：刘明亮 随着选民对物价水平的不满情绪不断发酵，美国总统唐纳德·特朗普推迟上调软体家具、橱柜和梳妆台 的关税税率，放慢了征税步伐。 在特朗普于佛罗里达州海湖庄园举办新年前夜派对的时候，白宫周三晚间就总统公告发布了情况说明 书。 情况说明书显示，原定于周四生效的更高关税税率，现在定于2027年1月1日生效。 在9月公告中，特朗普原本指示，从1月1日起，某些"软体木制品"的关税将从25%提高到30%，厨房橱 柜和梳妆台的关税将从25%提高到50%。白宫表示，他周三的公告推迟了这一措施的实施，现行的25% 关税仍将维持。 情况说明书显示，原定于周四生效的更高关税税率，现在定于2027年1月1日生效。 在9月公告中，特朗普原本指示，从1月1日起，某些"软体木制品"的关税将从25%提高到30%，厨房橱 柜和梳妆台的关税将从25%提高到50%。白宫表示，他周三的公告推迟了这一措施的实施，现行的25% ...

Group 1 - The current spot silver price is trading above $69.49, with an opening at $68.99 and a current price of $69.76, reflecting a 1.08% increase [1] - The highest price reached was $69.98, while the lowest was $68.87, indicating a bullish short-term trend in the silver market [1] Group 2 - Canadian Prime Minister Carney appointed former BlackRock executive Mark Wiseman as the new U.S. ambassador, aiming to leverage his investment management experience amid significant trade negotiations [1] - Wiseman will replace Kirsten Hillman, who has served since 2019 and announced her departure at the new year [1] - The Carney government is facing tense reviews of the USMCA, a key trade agreement for North America, with the Trump administration expressing intentions to modify or potentially withdraw from the agreement [1] - Although negotiations have commenced this fall, the future process remains uncertain, and Wiseman, despite lacking diplomatic experience, has substantial credentials in the financial investment sector [1] Group 3 - The silver market opened at $67.062, experienced a pullback to $66.654, and then surged, reaching a daily high of $69.446 before closing at $69.038, forming a bullish candlestick pattern [1] - The trading strategy includes holding positions at lower levels and adjusting stop-loss orders, with targets set at $69, $69.5, $70, and $70.5-$71 [1]

Group 1 - The core point of the article revolves around the recent meeting between Canadian Prime Minister Trudeau and Chinese officials, marking the first high-level dialogue in eight years, which aims to restore cooperation and address economic concerns between Canada and China [1][3]. - The meeting is seen as a significant gesture from China, indicating a thaw in relations, despite Canada’s previous actions that led to strained diplomatic ties, including tariffs on Chinese products and accusations of election interference [3][5]. - Canada’s desire to improve relations with China is driven by the negative impact of Chinese countermeasures on Canadian exports, particularly in agriculture and energy, as well as pressure from the U.S. regarding tariffs [5][7]. Group 2 - U.S. President Trump expressed that he received an apology from Trudeau but remains firm on not resuming trade negotiations with Canada, particularly in light of a controversial anti-tariff advertisement published by Canada [1][5]. - The anti-tariff advertisement, which included edited remarks from former President Reagan opposing tariffs, has angered Trump, as it undermines his tariff policies and political stance [5][7]. - Trump’s insistence on a retraction from Canada regarding the advertisement highlights the political implications of trade policies and the importance of maintaining support among his voter base [7].

Core Viewpoint - The U.S. Trade Representative, Jamison Greer, criticized the actions of key partners, the EU and India, indicating that contentious trade negotiations are likely to continue into next year [2][6]. Group 1: EU Trade Relations - Greer expressed strong concerns regarding the EU's regulatory measures against U.S. tech companies, suggesting these measures are discriminatory [2][6]. - He highlighted non-tariff barriers excluding U.S. agricultural products and various regulatory measures limiting industrial exports as significant challenges in EU negotiations [2][6]. - Greer's office threatened retaliation against the EU for taxing U.S. tech companies, naming potential targets such as Accenture, Siemens, and Spotify Technology SA [2][6]. Group 2: India Trade Relations - The trade negotiations with India, initiated earlier this year, have yet to yield an agreement, despite ongoing discussions [2][6]. - Recent communications between U.S. President Trump and Indian Prime Minister Modi indicate efforts to bridge differences and reshape bilateral relations [3][7]. - This marks the fourth conversation between the leaders since Trump imposed a 50% tariff on Indian goods in August, reflecting limited progress in achieving a trade agreement [3][7]. Group 3: Digital Regulation Concerns - The focus of contention lies in the EU's push for regulations on U.S. tech giants, including Google, Meta Platforms, and Amazon, with critics arguing that these regulations hinder technological innovation and have unfair funding intentions [3][7]. - Greer pointed out that despite the EU's claims of income thresholds in their new regulatory framework, it appears that only U.S. companies are affected [3][7]. - The EU defended its actions, asserting its commitment to "defend its tech sovereignty" [3][7].

Trade Relations - US Treasury Secretary stated that China has so far fulfilled its commitments in trade negotiations [1] - The Trump administration aims to promote the rebalancing of US-China trade [1]

Group 1 - The US-UK "Technology Prosperity Agreement" has been paused less than three months after its signing, indicating a reassessment by the US government regarding the benefits and feasibility of the agreement [1] - The agreement was initially signed during President Trump's visit to the UK in September and aimed to enhance cooperation in advanced technology sectors such as AI, quantum computing, and civil nuclear energy, with US tech companies pledging over $40 billion in investments in the UK [1] - The pause is attributed to US officials' concerns over insufficient progress by the UK in reducing trade barriers, suggesting that the agreement may be used as leverage in broader trade negotiations [1][4] Group 2 - The technology cooperation agreement is based on the US-UK "Economic Prosperity Agreement" signed in May, and it is not legally binding, allowing either party to terminate it with written notice [2] - The language in the memorandum indicates that the US government left itself room for maneuver during negotiations, reflecting a sense of urgency to reach an agreement at that time [3] - Critics have raised concerns about the potential for the US to dominate the partnership due to its funding and technological advantages, while the UK faces risks of technological dependency and sovereignty issues [3] Group 3 - The US has been pressuring the UK to further open its markets, particularly in the agricultural sector, as part of the broader trade discussions [4] - Recent agreements include maintaining zero tariffs on all pharmaceuticals exported from the UK to the US for three years, in exchange for higher payments by the UK's National Health Service [4] - The UK has agreed to a significant increase in tariff-free quotas for US beef and ethanol, but insists that all imports must meet its food safety standards [4]

Core Points - Swiss officials are set to negotiate with the United States regarding pharmaceuticals, robotics, and other goods to avoid the imposition of additional tariffs [1] Group 1 - The discussions aim to prevent the increase of tariffs on Swiss exports to the U.S. [1] - The focus areas for negotiation include key sectors such as pharmaceuticals and robotics, which are significant for the Swiss economy [1]

Core Viewpoint - The Indian Rupee is facing significant depreciation against the US Dollar, breaking the psychological barrier of 90, amid uncertainties surrounding US-India trade negotiations, leading to increased capital outflow pressures [1][3]. Group 1: Currency Performance - On December 3, the Indian Rupee depreciated by 0.3%, reaching a historical low of 90.1575 against the US Dollar, driven by market concerns over stalled trade talks [1]. - The Rupee's decline is closely linked to the fluctuating sentiment surrounding US-India trade negotiations, which have been inconsistent throughout the year [4]. - The Indian central bank's interventions have been largely ineffective in stabilizing the Rupee, as market participants continue to expect further depreciation [6]. Group 2: Trade Negotiations - The ongoing trade negotiations between India and the US have faced multiple setbacks, with the US imposing higher-than-expected tariffs on Indian goods and threatening punitive measures due to India's energy purchases from Russia [4][5]. - Despite India engaging in trade talks with multiple economies, the uncertainty surrounding the US agreement remains a focal point for the market, exerting pressure on exports and the currency [5]. Group 3: Market Sentiment and Central Bank Response - Market participants are exhibiting a strong bearish sentiment towards the Rupee, with importers accelerating their demand for US Dollars, complicating the central bank's efforts to stabilize the currency [6]. - Analysts suggest that if the Rupee closes above 90, speculative pressures may increase, potentially pushing the currency towards 91 [6]. - The persistent weakness of the Rupee is likely to influence the Reserve Bank of India's monetary policy decisions, with expectations that the central bank may opt to maintain interest rates in light of currency volatility [7].

Trade Negotiations - US-China trade negotiations will be gradual [1] - The US believes it holds strong advantages in the negotiations [1] Trade Policy - Decisions regarding trade with China, specifically concerning items like Nvidia chips, will be made by the US President [1]

Core Viewpoint - The recent decision by the Trump administration to lift high tariffs on Brazilian agricultural products, including beef and coffee, is a response to domestic inflation pressures rather than a strategic trade negotiation move [3][5][15]. Group 1: Economic Context - The U.S. is experiencing significant inflation, leading to rising prices for essential goods such as beef and coffee, which has prompted public discontent [3][5]. - The average price of ground beef in the U.S. reached $6.323 per pound in September, marking a 14% increase from January and a 26% increase from the previous year [9]. - The U.S. beef herd has declined to its lowest level in 70 years, while demand for beef is at a historical high, creating a supply-demand imbalance [7][19]. Group 2: Trade Dynamics - Trump signed an executive order to stop imposing tariffs as high as 40% on certain Brazilian products, primarily to alleviate domestic price pressures [5][11]. - The U.S. imports a significant amount of beef from Brazil and Argentina, but the volume from Argentina is insufficient to meet demand, with only 2% of imports coming from there [9][15]. - Brazil's exports to the U.S. in 2024 are projected at $42.3 billion, with food products accounting for about $8 billion, indicating a strong trade relationship [13]. Group 3: Political Implications - The trade negotiations between the U.S. and Brazil have been complicated by political issues, with Brazil's President Lula refusing to concede to U.S. political pressures [13][19]. - Lula's government is actively seeking to diversify its trade partnerships, particularly with China, reducing reliance on the U.S. market [15][21]. - The situation highlights the vulnerability of the U.S. in trade negotiations, as domestic issues have forced a reconsideration of tariff policies [15][21].