国际贸易
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巴西重拳反制特朗普,一招比一招强,要硬刚到底,中国成幕后军师
Sou Hu Cai Jing· 2025-07-15 03:51
Core Viewpoint - The article discusses the escalating trade tensions between the United States and Brazil, particularly focusing on the recent imposition of a 50% tariff by the U.S. on Brazilian goods, which is perceived as a political maneuver by Trump rather than a purely economic decision [3][7][10]. Group 1: U.S.-Brazil Trade Relations - The U.S. has raised tariffs on Brazil to 50%, which is seen as an aggressive move to pressure Brazil into compliance with U.S. demands [3][7]. - Brazil's President Lula has highlighted that since 2010, the U.S. has enjoyed a trade surplus of over $400 billion with Brazil, challenging the U.S. narrative of a trade deficit [7]. - The tariff increase is viewed as a personal vendetta from Trump, especially after Lula's comments about global leadership [7][9]. Group 2: Brazil's Response - Brazil has retaliated by imposing a similar 50% tariff on U.S. goods, demonstrating a strong stance against U.S. pressure [15]. - Lula's administration is actively seeking to strengthen ties with China, indicating a shift away from reliance on the U.S. market [15][16]. - Brazil's commitment to "de-dollarization" and promoting trade in local currencies is a significant challenge to U.S. economic dominance [16]. Group 3: Political Implications - Trump's tariff strategy is seen as an attempt to influence Brazilian internal politics, particularly to support former President Bolsonaro, who had a pro-U.S. stance [12][13]. - The current political climate in Brazil, including investigations into Bolsonaro, complicates U.S.-Brazil relations and highlights the shifting political landscape [13][21]. - The article suggests that Brazil's firm response is part of a broader movement among emerging nations to resist unilateralism and assert their independence [18][21]. Group 4: Global Trade Dynamics - The collaboration between Brazil and China is positioned as a counterbalance to U.S. hegemony, with potential implications for global trade patterns [16][19]. - The article emphasizes that the ongoing tariff conflict could lead to increased prices for U.S. consumers, indicating that the economic fallout may affect both nations [19]. - Brazil's actions signal a growing trend of emerging economies uniting against perceived economic bullying, reshaping the global trade landscape [18][21].
拓展合作 实现互利共赢(国际论坛)
Ren Min Ri Bao· 2025-07-14 21:51
Group 1 - The core viewpoint emphasizes that Australia-China cooperation can continue to expand and achieve mutual benefits as long as differences and disputes do not dominate the bilateral agenda [1][3] - Trade is a major topic in Australia-China exchanges, with China being Australia's largest export destination for minerals, energy, agricultural products, and seafood, as well as the largest source of international students and tourists [1][2] - Australia-China trade supports approximately 600,000 local jobs in Australia and has increased the average disposable income of Australian households by nearly 5% [1] Group 2 - The close trade relationship between Australia and China is primarily due to the high economic complementarity between the two countries, supported by constructive policy initiatives [2] - Since the implementation of the Australia-China Free Trade Agreement in 2015, Australia's trade with China has increased by 125%, while trade with other regions has only grown by 77% during the same period [2] - A recent survey indicates that over half of the surveyed companies believe that business operations in China have become more convenient since the resumption of high-level dialogues, and more than three-quarters feel that the improvement in Australia-China relations positively impacts their long-term plans in the Chinese market [2] Group 3 - Political, economic, and cultural factors are interrelated in promoting the development of Australia-China relations [3] - Australian leaders have expressed a desire to expand trade with China, rejecting the notion of following the U.S. in limiting trade with China [3] - There is a notable shift in public opinion in Australia, with an increasing number of Australians considering China a more reliable trading partner than the U.S. [3]
首个退回信函国家出现!巴西总统硬刚美国,特朗普恼羞成怒,将对120多国收统一关税
Sou Hu Cai Jing· 2025-07-14 11:56
据央视新闻报道,当地时间7月10日,美国总统特朗普表示计划对几乎所有尚未加征关税的贸易伙伴征 收15%或20%的统一关税。这一消息瞬间在国际社会掀起波澜,而在此之前,特朗普的关税大棒早已四 处挥舞,其中巴西的强硬回击尤为引人注目,成为首个退回美国关税信函的国家。 当地时间7月9日,特朗普通过其社交媒体平台"真实社交"发布了致巴西总统卢拉的信。信中言辞激烈, 指责巴西联邦最高法院对前总统博索纳罗进行"政治迫害"。博索纳罗与特朗普在两人担任总统期间关系 密切,目前博索纳罗在巴西面临审判。特朗普还以巴西"攻击自由选举和美国人言论自由的基本权利"等 为由,宣布美国将从8月1日起对巴西所有输美产品征收50%的关税,这一税率是目前他宣布对各国加征 关税中的最高值 。 巴西总统卢拉(资料图) 而从国际舆论来看,众多分析认为特朗普的关税政策缺乏合理依据。美国Axios新闻网称,特朗普正试 图利用美国的经济实力来影响另一个国家的内政,为他的盟友谋取利益。英国《卫报》评论称,特朗普 对巴西的关税可能有助于卢拉明年连任,因为博索纳罗家族的行为可能被解读为"不爱国、反巴西" 。 特朗普(资料图) 特朗普在信中声称,巴西的"关税、非关 ...
巴西退回关税函,特朗普恼羞成怒,向120国征收关税,日本也反了
Sou Hu Cai Jing· 2025-07-14 09:53
文|冰禾 编辑|削桐作琴 特朗普遭遇尴尬打脸!首个拒绝接收退关税信函的国家终于出现,令其怒火中烧,特朗普当机立断决定对剩余120多个国家统一征收关税。 令人意外的是,就在此时,昔日盟友日本竟然公开宣布要走独立自主的道路。 7月2日,美国正式向其27个主要贸易伙伴以及欧盟递交协商请求函,要求各国在45天内接受美国提出的新贸易条款,否则将面临高达20%的惩罚性关税。 美国官方将此举称为"针对性关税措施",目的是通过差别化的谈判方式,重新塑造全球贸易规则。 然而,在首批接收函的国家中,超过三分之一明确拒绝了协商条件。 其中,巴西外交部率先于7月9日迅速退回了正式文书,紧接着日本、印度等十二个国家也纷纷表态不接受美国单方面制定的条款。 面对连番遭拒,特朗普的怒气难以抑制,随即宣布从8月1日起,对未收到关税函的120多个国家一律征收15%至20%的统一进口关税。 作为首个公开拒绝关税信函的国家,巴西的反应尤为迅速和果断。 7月9日,特朗普在社交媒体上公布了最新关税名单,巴西被征收高达50%的关税。 巴西总统卢拉看到这一消息后,当天便强硬回应,强调巴西绝不会被任何外力操控。 此外,关于巴西与美国贸易逆差的数据也遭到质疑。 ...
特朗普关税倒逼全球贸易变局,欧盟、加拿大等盟友开始另寻贸易出路
第一财经· 2025-07-14 09:47
Core Viewpoint - The article discusses the European Union's (EU) efforts to diversify its trade partnerships in response to the trade policies of the Trump administration, particularly the imposition of tariffs on EU goods [1][3]. Group 1: EU's Trade Strategy - The EU and Indonesia have reached a political consensus to advance a trade agreement, aiming for Indonesian goods to enter the EU market tariff-free [3][4]. - EU Commission President Ursula von der Leyen emphasized the importance of partnerships in a turbulent world, indicating that countries affected by U.S. tariffs are welcome to rely on Europe [3][4]. - The EU plans to strengthen trade ties with other economies, including South America and India, to establish new bilateral trade agreements [1][4]. Group 2: Response to U.S. Tariffs - The EU has extended the suspension of its trade countermeasures against the U.S. until August 1, allowing more time for negotiations [4]. - The EU aims to limit trade conflicts primarily to the U.S. market, which constitutes about 15% of global trade, while protecting the remaining 85% [4][5]. - The EU is also engaging with other affected partners like Canada and Japan to explore coordinated responses to U.S. tariffs [4][5]. Group 3: Global Trade Dynamics - Other major economies, including Canada and the UK, are also seeking to diversify their trade relationships in light of the changing global trade landscape [7][8]. - Canada is accelerating negotiations for a free trade agreement with ASEAN countries, while the UK is re-engaging in trade talks with Canada to strengthen global business ties [7][8]. - In Latin America, Brazil and Mexico are initiating preparatory talks to deepen trade agreements, highlighting a trend towards regional integration [8].
一手准备反制,一手“拉拢”贸易伙伴,欧盟双线应对美国关税威胁
Hua Er Jie Jian Wen· 2025-07-14 09:40
面对特朗普新一轮关税威胁,欧盟正在双线同时发力应对。 据媒体周一报道,欧盟高官透露,已准备价值210亿欧元的对美反制关税清单,同时积极寻求与印度等 亚太国家深化贸易合作,并计划与其他受美国关税冲击的国家协调行动。 Tajani进一步透露,如果与美国达成协议被证明不可能,欧盟准备的210亿欧元关税方案还可能跟进第二 套措施。不过他表示对谈判取得进展仍有信心。 关税伤害每一个人,首先是美国。如果股市下跌,将危及美国人的养老金和储蓄。 他强调目标应该是在加拿大、美国、墨西哥和欧洲之间实现"零关税"和开放市场。 深化亚太合作,寻求贸易新出路 面对美国关税威胁,欧盟正积极向亚太地区寻求新的贸易机会。欧盟竞争事务专员Teresa Ribera周一表 示,欧盟正寻求深化与印度和其他亚太国家的贸易协议。 综合央视新闻报道,当地时间7月12日,美国总统特朗普宣布自2025年8月1日起,美国将对来自墨西哥 和欧盟的输美产品征收30%的关税。作为回应,欧盟委员会主席冯德莱恩当地时间13日表示,将把对美 国关税的反制措施暂停期延长至8月初。 意大利外长Antonio Tajani周一接受媒体采访时表示,如果双方无法达成贸易协议,欧盟 ...
特朗普严惩欧盟!美国征收30%关税!欧美关系破裂?中国获利?
Sou Hu Cai Jing· 2025-07-14 09:16
所有人都没有预料到,欧盟这个在国际贸易中常常"骑墙"的角色,竟然成为特朗普这次贸易战的最大输家,甚至最终遭到了"制裁"。根据昨晚的最新消息, 美国总统特朗普宣布,自8月1日起对欧盟和墨西哥征收高达30%的关税。这一消息一经传出,立刻引发了全球范围内的强烈反响。 在几天前,欧盟与美国的谈判进展已有所披露,当时欧盟在谈判中做出了相当大的让步,最终美国承诺对欧盟仅征收10%的对等关税,部分领域如汽车、药 品和航空航天等则加征25%的关税。然而,令所有人大跌眼镜的是,特朗普这次直接将税率从原本的10%提升至30%,这一变动远远超出了所有人的预期。 稍微算一算,欧盟征收的30%关税,与美国对中国征收的34%关税几乎持平。对此,欧盟感到震惊,甚至难以分辨自己到底是美国的盟友,还是中国才是。 那么,欧盟的27个成员国面对这一局面,是选择屈服妥协,还是像中国一样与美国展开激烈的对抗?这是否意味着新一轮的欧美贸易战即将爆发?接下来, 我们将探讨这个问题。写这篇文章并不容易,欢迎大家点赞、转发和收藏。 那么,特朗普为何对欧盟下如此狠手呢?从特朗普的角度来看,欧盟并非是美国的"商业盟友",而恰恰是美国经济的一大威胁。虽然美国市场一 ...
特朗普关税倒逼全球贸易变局,欧盟、加拿大等盟友开始另寻贸易出路
Di Yi Cai Jing· 2025-07-14 08:46
从东南亚到南美,从欧盟到加拿大,世界主要经济体正积极寻求贸易伙伴多元化。 14日,欧盟委员会执行副主席兼竞争事务专员里贝拉(Teresa Ribera)进一步表示,欧盟将与更多经济 体加强贸易联系,"我们需要探索在太平洋地区与其他国家合作的深度和广度。" 德国ifo经济研究所国际经济研究中心副主任鲍尔(Andreas Baur)对第一财经记者表示,美国政府的贸 易政策导致了前所未有的贸易政策不确定性。在此背景下,欧盟应加强与其他国家建立新的双边贸易协 议,"这要求通过与南美的南方共同市场(Mercosur)、印度或印度尼西亚的新双边协议,以及诸边世 贸组织(WTO)倡议来推动以规则为基础的贸易。" 欧盟加速多元化贸易布局 据报道,印尼和欧盟正就《全面经济伙伴关系协议》进行谈判,确保印度尼西亚商品可以免关税进入欧 盟市场。 冯德莱恩在与印尼总统普拉博沃共同出席的联合新闻发布会上表示:"我们生活在一个动荡的时代,经 济不确定性与地缘政治风险交织,而像我们这样的伙伴必须更加紧密地团结在一起。"她还含蓄地提及 特朗普政府的贸易政策:"在艰难时期,一些国家选择向内收缩,走向孤立和分裂。"她向受美国关税政 策影响的国家发 ...
首个和美国叫板的国家出现了,宣布对美征50%关税,中国100%支持
Sou Hu Cai Jing· 2025-07-14 06:03
据环球时报报道,"巴西是一个主权国家,拥有独立的机构,不受任何人控制。"巴西总统卢拉近日在社交媒体平台发 文,回击美国总统特朗普当天早些时候的威胁:巴西法院对前总统博索纳罗"政变未遂案"的审理是"政治迫害",美国将从 8月1日起对巴西所有输美产品征收50%的关税。卢拉表示,巴西将根据本国的"商业互惠法"对美方作出"对等回应"。美国 Axios新闻网称,特朗普正试图利用美国的经济实力来影响另一个国家的内政,为他的盟友谋取利益。 特朗普(资料图) 近日,特朗普亲自宣布了对8个国家的关税,其中包括:菲律宾、伊拉克、利比亚、文莱,以及巴西等。其中,最值得关 注的是两个国家:1.菲律宾。作为美国棋子的菲律宾,居然也被征20%的关税。2.巴西。巴西居然被征50%的关税,这是 到目前为止美国征的最高关税。 这下子,巴西政府上上下下可气坏了。80岁的总统卢拉第一时间表示:"巴西将予以回应,巴西不会受任何人的控 制。"巴西副总统阿尔克明则提出一点:美国对巴西明明是顺差,那特朗普有什么理由给巴西这么高的关税! 实际上特朗普早就看巴西不顺眼了。巴西前总统博索纳罗是特朗普的盟友,目前正因"政变未遂"接受司法审判。特朗普 在关税信函里 ...
特朗普以为威胁函万能,巴西当面退信打脸,120国或遭统一关税
Sou Hu Cai Jing· 2025-07-13 13:53
Group 1 - The core issue revolves around Brazil's unprecedented decision to return a tariff threat letter from the Trump administration, citing "factual errors" [3][5] - Brazil's trade surplus with the U.S. amounts to $410 billion over the past 15 years, indicating a strong economic relationship where Brazil purchases more from the U.S. than it sells [5][8] - The trade between the U.S. and Brazil constitutes only 1.7% of Brazil's GDP, suggesting that Brazil can sustain its economy without reliance on U.S. trade [8][12] Group 2 - The political dynamics shifted after Brazil's President Lula rejected Trump's interference in domestic judicial matters regarding former President Bolsonaro, highlighting a significant diplomatic rift [10][12] - Brazil's push for "de-dollarization" and collaboration with countries like China signals a strategic shift away from U.S. economic influence [13][30] - The response from other countries, including Japan and Canada, indicates a growing resistance to U.S. tariff threats, suggesting a potential shift in global trade alliances [17][21] Group 3 - The potential fallout from the tariff threats could lead to increased beef prices in the U.S., as Brazil is a major beef exporter [24][32] - The diplomatic consequences of Brazil's stance may inspire other Latin American countries to reconsider their relationships with the U.S., potentially diminishing U.S. influence in the region [26][28] - The incident may catalyze a new global trade structure, encouraging countries to diversify their trade partnerships and reduce dependency on the U.S. market [28][30]