【环球时报报道 记者 肖震冬】"国际货币基金组织（IMF）将矛头对准美国政府的经济政策"，英国 《金融时报》26日报道称，该组织在周三发布的美国2026年第四条款磋商声明中表示，本届美国政府应 采取"一套不同的政策"，以避免关税带来的负面经济后果。IMF总裁克里斯塔利娜·格奥尔基耶娃直言， 关税具有"负面供给效应"，是"阻碍增长的逆风"。 新加坡"亚洲新闻台"网站26日报道称，美国政府试图通过加征关税缩小美国贸易逆差并提振国内制造 业，但其反复无常的关税政策扰乱了全球供应链和金融市场。IMF警告，贸易政策的不确定性可能对美 国经济活动造成超预期的拖累（尤其若供应链重组在短期内难以实现）。值得注意的是，IMF此次的评 估发生在美国最高法院近期裁定大规模关税违法之前，这份裁决无疑又一次增加了变数，格奥尔基耶娃 表示："希望（美国）政府方面提供更清晰的说明。" 除了关税之外，IMF的声明还对美国经济的其他几个领域表示担忧。IMF官员批评了美国政府在联邦工 作人员中进行的大范围裁员，并警告称，该国统计人员、监管机构和税务人员的职能需要得到尊重。 《金融时报》援引IMF西半球部门主任奈杰尔·查克的话表示，他们已经看到联 ...

（央视财经《正点财经》）国际货币基金组织（IMF）25日发布美国2026年第四条款磋商声明说，美国 应与其贸易伙伴进行建设性合作，消除对不公平贸易行为的担忧，并致力于推动就减少具有负面跨境影 响的贸易限制等达成一致。 声明说，包括关税和出口控制在内，当基于国家安全原因，实施贸易和投资措施时，这些政策的适用范 围应控制在相对狭窄的层面，以最大限度降低其对国内外的负面影响。声明表示，加征关税会扭曲生产 性资源的配置、扰乱全球供应链并削弱全球贸易的效益，从而增加成本。 第四条款磋商是国际货币基金组织每年对成员国经济表现和宏观政策的例行判断与评估。国际货币基金 组织此次对美国2026年第四条款磋商围绕2025年美国经济政策转向的评估展开，并包含其政策对美国、 美国的贸易伙伴及全球经济的影响。 美国政府2025年初开始出台大范围加征关税政策，扰乱全球贸易秩序，也造成美国出口市场受阻。 转载请注明央视财经 编辑：令文芳 ...

国际货币基金组织（IMF）25日发布美国2026年第四条款磋商声明说，美国应与其贸易伙伴进行建设性 合作，消除对不公平贸易行为的担忧，并致力于推动就减少具有负面跨境影响的贸易限制等达成一致。 声明说，包括关税和出口控制在内，当基于国家安全原因实施贸易和投资措施时，这些政策应控制在相 对狭窄的层面，从而使这些措施对国内外的负面影响最小化。声明表示，上调关税是扭曲生产性资源的 举措，这会扰乱全球供应链和损害全球贸易的益处，而且会增加成本。第四条款磋商是IMF每年对成员 国经济表现和宏观政策的例行判断与评估。国际货币基金组织此次对美国2026年第四条款磋商围绕2025 年美国经济政策转向的评估展开，并包含其政策对美国、美国的贸易伙伴及全球经济的影响。美国政府 2025年初开始出台大范围加征关税政策，扰乱全球贸易秩序，也造成美国出口市场受阻。（新华社） ...

Group 1: U.S.-China-Venezuela Relations - The U.S. is strategically positioned in the trade dynamics between Venezuela and China, with China being a significant supporter of Venezuela alongside Russia and Iran [1] - The U.S. is restricting China's access to Venezuelan oil, which is likened to a "giant anaconda" around China's economy, impacting its energy asset control [2] - China's debt exposure related to Venezuela is estimated between $10 billion to $20 billion, primarily structured as oil-for-loans, indicating a significant financial concern for Beijing [3][4] Group 2: U.S. Oil Companies and Venezuela - There is skepticism regarding U.S. oil companies' enthusiasm to invest in Venezuela due to past negative experiences, despite the Trump administration's push for investment [5] - The current governance situation in Venezuela is unstable, with unresolved legitimacy issues, which poses challenges for potential investors [6] - Long-term capital and stable governance are essential for repairing Venezuela's infrastructure, which is currently insecure [6] Group 3: Tariff Dynamics - Tariff percentages are expected to decrease, but the situation remains complex due to ongoing negotiations and outstanding rulings [8][9] - Exemptions are being granted for essential imports to the U.S., which could lead to inflationary pressures if tariffs remain in place [9]

摩洛哥H24网站1月26日报道，美国近期决定启动对自摩洛哥和俄罗斯进口磷肥所征收关税复审程序， 此举引发国际农业和化肥市场的广泛关注。 根据美国商务部公布的信息，该复审将于2026年3月正式启动，属于美国贸易法规规定的五年期复审机 制，整个审查周期最长为360天。 此次复审涉及美国自2021年2月起对摩洛哥磷肥产品实施的反补贴措施。相关措施源于美国化肥生产商 马赛克公司(Mosaic Company)于2020年向美方提交的申诉。美国国际贸易委员会和商务部随后裁定，摩 洛哥磷肥生产企业获得不公平政府补贴，并对美国国内产业造成实质性损害。根据当时的裁定结果，美 国对摩洛哥磷肥产品征收的反补贴税税率为19.97%，直接适用于摩洛哥磷酸盐集团(OCP)出口至美国的 相关产品，对其在美国市场的价格竞争力产生明显影响。在后续的行政复审中，美国商务部于2023年公 布新的裁定结果，将OCP集团适用的反补贴税税率下调至2.12%。尽管税率出现大幅调整，但反补贴措 施并未被取消，摩洛哥磷肥对美出口仍处于关税约束之下。 美国商务部表示，本轮五年期复审将重点评估三方面内容：一是如取消现有关税措施，是否可能再次对 美国本土化肥产业 ...

Core Viewpoint - Japan is seeking to establish a rare earth supply chain in collaboration with the US and Europe, aiming to reduce its dependence on China and counteract China's influence in the rare earth market [1][5]. Group 1: Japan's Actions and Statements - Japanese Finance Minister Shunichi Suzuki announced plans to visit the US to discuss critical mineral issues with counterparts from "democratic countries" [1]. - Suzuki expressed concerns about Japan's reliance on Chinese rare earths, stating that without action, China would continue to pose a threat to Japan's economy [1][5]. - The Japanese government aims to create a rare earth market composed of "normal democratic countries and market economies" [1]. Group 2: China's Response and Economic Impact - China has implemented export controls on dual-use products to Japan and initiated anti-dumping investigations on certain Japanese imports [5]. - Analysts estimate that if China restricts rare earth exports to Japan for three months, it could result in a loss of approximately 660 billion yen, impacting Japan's nominal and real GDP by 0.11% [7]. - If the restrictions last for a year, the losses could escalate to 2.6 trillion yen, leading to a 0.43% decrease in GDP [7]. Group 3: Broader Implications and Market Reactions - The G7 countries, including Japan, have not abandoned plans to intervene in rare earth pricing, with discussions about setting a price floor and imposing tariffs on Chinese exports [2]. - UBS analysts noted that if rare earths are included in trade restrictions, the impact would be widespread, particularly affecting the automotive, electronics, and precision instruments sectors [7]. - Japan's reliance on Chinese heavy rare earths for electric vehicle motors is nearly 100%, indicating significant vulnerability to supply disruptions [7].

Core Viewpoint - DJI expresses regret over the FCC's decision to include all non-U.S. manufactured drones in the "Covered List," which limits consumer choice and undermines market competition principles [3][4]. Group 1: Company Response - DJI emphasizes its role as a pioneer in civil drone and aerial photography technology, committed to providing innovative tools for creators worldwide [3]. - The company highlights the deep applications of its products in critical areas such as agriculture, inspection, surveying, firefighting, and natural resource protection, contributing to productivity and public safety [3]. - DJI asserts that the safety and reliability of its products have been validated by global markets and independent third-party organizations over the years [3]. Group 2: Regulatory Impact - The FCC's designation means that foreign drone companies, including DJI, will not be able to obtain FCC approval for new drone models to be sold in the U.S. [4]. - This ruling does not prohibit the import, sale, or use of existing devices that have already received FCC authorization, nor does it affect drones that have already been purchased [4].

Core Viewpoint - DJI expresses regret over the FCC's decision to include all non-U.S. manufactured drones in the "Covered List," which limits consumer choice and undermines market principles of openness and fair competition [1][2] Group 1: Company Response - DJI emphasizes its role as a pioneer in civil drone and aerial photography technology, committed to providing innovative tools and inspiration for creators worldwide [1] - The company highlights the deep applications of its products in critical areas such as agriculture, inspection, surveying, firefighting, and natural resource protection, contributing to productivity and public safety [1] - DJI asserts that the safety and reliability of its products have been validated by global markets and independent third-party organizations over the years [1] Group 2: Regulatory Impact - The FCC's designation means that foreign drone companies will not be able to obtain approval for new drone models to be sold in the U.S. [2] - The ruling does not prohibit the import, sale, or use of any existing models that have already received FCC authorization, nor does it affect drones that have already been purchased [2]

Core Points - The Federal Communications Commission (FCC) has added key components of foreign-manufactured drones or drone systems to its "covered list," effectively blocking most future imports [1][2] - FCC Chairman Brendan Carr announced this update on the X platform, emphasizing that devices on the "covered list" will not be eligible for FCC certification, which is necessary for the import and sale of most electronic products [2] - The update does not affect foreign-manufactured drones and key components that are already in the domestic market [1][2]

Core Insights - The World Bank report highlights a decline in Kenya's formal sector job creation capacity over the past decade, indicating a challenging business environment for foreign investment and trade [1] - The report warns that policies limiting competition could hinder foreign investment, stifle economic growth, and reduce job creation in Kenya [1] - Recommendations include reassessing measures such as foreign equity restrictions and non-tariff barriers to attract critical inputs, technology, and global best practices [1] - Leveraging the momentum of the African Continental Free Trade Area (AfCFTA) is deemed essential for Kenya's economic development [1]