韩国称原定本月举行的中日韩三国文化部长会议推迟，中国外交部回应称，日方的错误言论导致召开此类会议的条件变得无法维持。就日本水产品进口问题，中国外交部称中方有关部门将进行科学审查，确保产品符合法规要求。https://t.co/fhWISIBSnb外汇交易员 (@myfxtrader):中国商务部：日本首相公然发表“错误言论”，对双方经贸交流合作带来负面影响。如果日方一意孤行，中方将坚决采取必要措施，一切后果由日方承担。 ...

Sino-EU Relations - China and the EU have made little progress in mending relations since the summer summit [1] - China's relaxation of rare earth controls presents an opportunity to reset relations [1] Trade & Policy - The EU's top envoy to Beijing commented on the limited progress in repairing ties [1]

日本共同社：应中方要求，有关恢复日本牛肉对华出口的政府间谈判已经暂停。 https://t.co/bk9BCG3vTO外汇交易员 (@myfxtrader):日本共同社：19日获悉，中国政府已向日本政府通报暂停进口日本水产品。 ...

Bangladesh and Pakistan have pledged to elevate economic, trade and investment relations to a “new strategic level” in a further sign of warming ties between the former foes https://t.co/jWIlZFu5t7 ...

Global Economy & Trade - 中国经济增速虽超预期，但仍为一年来最低水平，出口被消费和企业抵消 [1] - 美国总统特朗普试图缓解与中国的贸易紧张关系，此前曾威胁要对北京加征关税 [2] - 特朗普承认其最新威胁不可持续，但仍相信其立场 [3] - 美国与中国可能在韩国举行会谈，但预计不会有重大突破，主要在于定义贸易谈判范围和控制下行风险 [18][19][20][21] China's Economic Performance - 中国GDP连续第二个季度放缓，零售额增长3%，为11月以来最慢增速 [4] - 工业产出意外强劲，增长6.5%，超出所有预期 [4] - 专家预测中国全年GDP增长约为5%，但零售额持续放缓，9月份仅增长3% [6][7] - 前九个月投资下降0.5%，为非疫情时期首次负增长，需求与供应差距扩大 [8] - 出口依然强劲，但中美贸易关系进一步紧张可能导致未来几个月中国经济持续减速 [9][10] - 中国将更加重视技术创新，以升级和改造产业，实现技术自给自足 [11][12] - 房地产投资持续下滑，对消费者信心构成压力，中国或将继续推出宽松政策 [14][15][17] Geopolitical Tensions - 以色列袭击加沙并暂停援助运输，但以巴双方均表示将维持停火协议 [2][22][23][24][25] - 美国警告哈马斯可能袭击巴勒斯坦人，并强调加沙重建资金与建立非哈马斯的可信政府形式相关 [26][27][28] - 乌克兰总统泽连斯基表示，在和平谈判前，应沿当前战线冻结与俄罗斯的战争，但普京仍要求乌克兰割让东部地区 [30] - 加拿大总理表示，俄罗斯在乌克兰的领土获取进展缓慢，不可能赢得战争，美国或将对俄罗斯实施进一步经济制裁 [37] Japan's Political Landscape - 日本执政的自民党达成组建联盟协议，为自民党领导人成为日本首位女首相铺平道路 [1][39][40] - 市场对该消息反应积极，日经指数上涨近3%，主要因预期财政刺激政策 [44][46] - 新的执政联盟在众议院拥有231个席位，略低于多数席位，但预计足以确保其当选首相 [43][49] - 专家认为，新首相面临经济政策、金融丑闻和企业捐赠监管等方面的挑战 [51][55][59] Indian Markets & Financial Sector - 印度股市普遍上涨，银行股表现良好 [65][66][67] - 印度银行的利润超出预期，但利润率面临压力，部分银行股价上涨约12% [65][68] - 印度金融服务领域的并购活动增多，包括阿联酋投资30亿美元，NVIDIA投资30亿美元 [69][72] - 监管机构正逐步开放银行业和影子银行业市场，以确保金融体系稳定 [71][72]

Trade Relations & Tariffs - The EU raised tariffs on steel imports, aiming to protect its market from global overcapacity, primarily stemming from China [1][2] - The EU emphasizes that the steel import restrictions are a horizontal measure, not specifically targeting any single country, but impacting all importers [2] - The US shares similar concerns with the EU regarding global steel overcapacity and protecting local markets, leading to engagement between the two [3] - EU-US trade relations are the largest in the world, with both being each other's largest trading partner, indicating significant economic stakes [4] Economic Growth & Uncertainty - Global trade uncertainty and tensions negatively affect growth, as the EU's economic model relies on open international trade [6] - The EU is committed to defending a functioning multilateral rules-based trading system and diversifying trade engagement through new trade agreements [6][7] - The EU has concluded trade agreements with Merkasur, Mexico, Switzerland, and Indonesia, and is negotiating with India, Thailand, and the United Arab Emirates [7] Investment Opportunities in Europe - The EU offers investors a single market of 450 million consumers and 26 million companies, characterized by predictability, rule of law, and strong institutions [9] - There is elevated investor interest in Euro-dominated assets due to the stability and predictability they offer in turbulent times [9] - Strengthening the competitiveness of the European economy and enhancing productivity growth is a priority for the current political cycle [9]

♦️ Republicans get nervous about the shutdown.♦️ Federal prosecutors reportedly prepare to file criminal charges against John Bolton.♦️ Stock futures rise after Donald Trump says trade relations between America and China “will all be fine”.Keep up with US politics https://t.co/YVMRrdQm9w ...

Trade and Geopolitical Landscape - The Australian government views U S tariffs as self-defeating and economically harmful [2][3] - Australia aims to maintain strong relationships with all key partners, avoiding a zero-sum approach [9][10] - Australia needs to pragmatically separate politics from economics in its trade relationships, which is increasingly difficult due to the weaponization of trade and investment [14] Defense Spending - There is discussion around increasing Australia's defense budget, with a previous goal of 2% of GDP [5] - The broader geopolitical environment necessitates a national conversation in Australia about the need for increased defense spending, considering public preferences for spending on health, education, and social services [6][7] - President Trump has been talking about a desire to see Australia increases defense budget to 35% [4] Australia-China Relations - Prime Minister Albanese's six-day visit to China was viewed positively, signaling resilience in the relationship with Australia's most important trading partner [1][8][9] - Australia must avoid complacency and recognize that the relationship with China is more complex than in previous decades [13] Domestic Policy - The Pharmaceutical Benefits Scheme is not up for reform and will be defended by both sides of Australian politics [3][4]

Sino-European Relations - A European business group in China has criticized Beijing's retaliatory measures [1] - The group states the measures worsen ties between China and the EU [1] Industry Impact - The retaliatory measures target medical device makers from the European Union [1]

Defense Spending & NATO - NATO aims to reach 5% defense spending target, requiring difficult decisions from member states [5] - The challenge lies in justifying defense spending during peacetime [5] - NATO Secretary General is working to keep European countries united on defense spending [6] - Discussions include opening financial possibilities for member states to spend more and promoting joint procurement [7] - The 2% of GDP spending pledge by 2024 was not met by all countries [9] - The summit's primary goal is to secure agreement on moving to 5% of defense spending [10] - Article 5 of NATO is clear: an attack on one is an attack on all [13] Geopolitical Issues & Ukraine - Every new war diverts attention from ongoing conflicts, such as the one in Ukraine [17] - The EU has supported Ukraine's military with €24 billion in 2024, exceeding last year's support [18] - The EU is pursuing an 18th package of sanctions against Russia [18] - Discussions are planned regarding the use of Russian frozen assets to aid Ukraine [19][20] International Relations & Trade - The EU is working towards a trade deal with the United States by July 9th [20] - Canada's potential relationship with the EU is being considered, despite geographical challenges [21][22]