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ING Belgium SA首席投资策略师Vincent Juvyns:第一季度对欧洲股市的热情已经消退。现在看来只是异常现象。美国市场显然重新占据上风。欧洲公司四分之一的收益来自美国,关税上调势必在未来几个季度造成损害。
news flash· 2025-08-01 17:10
Group 1 - The enthusiasm for European stock markets in the first quarter has faded, indicating it was merely an anomaly [1] - The US market has evidently regained dominance over European markets [1] - A quarter of European companies' earnings come from the US, and tariff increases are expected to cause damage in the coming quarters [1]
X @Bloomberg
Bloomberg· 2025-07-31 22:03
Market Overview - US housing market is currently experiencing a "frozen" state, making it difficult to buy or sell [1] Experts Analysis - Sarah Sholder, Mr Gopal, and FairweatherPhD discuss the frozen US market on the Big Take podcast [1]
A lot of countries won't have a deal by tariff deadline, says fmr. U.S. Trade Rep. Wendy Cutler
CNBC Television· 2025-07-09 20:45
Trade Negotiations & Tariff Landscape - The US administration initially promised numerous trade deals within a short timeframe, but has achieved limited results, indicating challenges in finalizing agreements [3] - The US is pursuing reciprocal tariffs, aiming to lower them upon reaching deals, but this approach doesn't cover potential sectoral tariffs on critical minerals, aerospace, semiconductors, or pharmaceuticals, complicating negotiations [6][7] - Many US trading partners express confusion regarding US demands, perceiving a lack of clear objectives and prioritization in negotiations [8][10][11] - Countries are diversifying trade relationships to reduce dependence on the US market, leading to increased free trade agreement activity among other nations [13][14] - The administration may become more flexible in trade negotiations if the US experiences economic fallout from tariff hikes [15] Potential Outcomes & Risks - If trade deals are not finalized by August 1st, tariff levels may increase, potentially forcing compliance or leading countries to seek alternative trading partners [4][12] - Sectoral tariffs, such as those on autos, copper, and potentially semiconductors and pharmaceuticals, are proving difficult to resolve and may hinder broader trade negotiations [5][7] - The US risks being excluded from the benefits of increased trade and economic integration among its partners as they pursue alternative arrangements [14]