Core Points - The dialogue in Geneva highlighted the negative impact of U.S. tariffs on developing countries, emphasizing the need for solidarity and cooperation among these nations to address trade barriers imposed by the U.S. [1] - The WTO Secretary-General noted that current trade frictions could lead to a long-term decline in global GDP by nearly 7%, with particularly severe effects on developing and least developed countries [2] - Economic experts criticized the U.S. tariff policy as detrimental, arguing that it reflects a zero-sum mentality and could exacerbate economic uncertainty rather than resolve manufacturing challenges [3] Group 1 - The dialogue emphasized that U.S. tariffs undermine sustainable development agendas and violate the principles of a rules-based multilateral trading system [1] - Representatives from various countries called for global cooperation and dialogue as the only viable solution to address global challenges [1] - The meeting's extension indicated the urgency and importance of the discussions surrounding U.S. trade practices [1] Group 2 - The WTO's report stressed that if all economies pursue benefits at the expense of others, the outcome will be detrimental to all parties involved, highlighting the necessity of cooperative trade policies [2] - Chinese officials urged the U.S. to show sincerity in negotiations by preparing to correct its unilateral tariff actions [2] - Investors expressed relief regarding the high-level talks between the U.S. and China, as trade between the two major economies has nearly stagnated, raising concerns about potential shortages in the U.S. [2] Group 3 - Experts in Switzerland argued that the U.S. approach to tariffs is economically illogical and could disrupt resource allocation, leading to increased unemployment and rising prices [3] - The significance of the U.S.-China talks was underscored as a means to ease global trade tensions, which is a positive development for the world [3] - The Swiss perspective reflects a broader concern about the crisis facing the global multilateral trading system due to U.S. tariff actions [3]

Core Viewpoint - The Chinese ambassador to Guinea-Bissau, Yang Renhuo, expressed a strong stance against the U.S. imposition of tariffs, labeling it as unilateralism, protectionism, and economic bullying, which severely impacts international trade and violates World Trade Organization rules [3][4]. Group 1: U.S. Tariff Impact - The U.S. has announced tariffs on all trade partners, affecting over 180 countries, which has drawn significant domestic and international criticism [3]. - The tariffs are expected to shrink global merchandise trade volume by approximately 1% this year, according to the World Trade Organization [4]. - The tariffs disproportionately affect developing countries, exacerbating wealth disparities and causing economic instability, particularly in Africa [4]. Group 2: China's Economic Resilience - China’s economy continues to grow, achieving a 5.4% growth rate in the first quarter, despite U.S. trade pressures [5]. - The Chinese economy is characterized as a vast market with a complete industrial chain, relying on self-reliance and hard work rather than external favors [5]. - The U.S. trade bullying has not only failed to achieve its goals but has also resulted in losses for American businesses and consumers, increasing the risk of domestic economic recession [5]. Group 3: China-Guinea-Bissau Relations - The relationship between China and Guinea-Bissau is strong, with recent high-level visits and discussions aimed at enhancing mutual cooperation [7]. - China has committed to providing zero-tariff treatment for 100% of products from 33 African countries, including Guinea-Bissau, contrasting with U.S. tariff measures [7]. - There are significant opportunities for cooperation in sectors such as cashew exports and bauxite exploration between China and Guinea-Bissau [7].

Group 1 - The European Union (EU) aims to enhance deterrence against the US by increasing retaliatory measures, hoping to compel the US to take EU demands seriously and initiate formal negotiations [1][2] - The EU Commission announced plans to file a lawsuit with the World Trade Organization regarding US tariff policies and is considering potential countermeasures on US imports worth €95 billion [1][2] - The EU's retaliatory measures reflect its basic stance on the tariff issue, indicating a desire for mutual compromise, including potential increases in imports of US agricultural products and energy [1][2] Group 2 - Despite the EU's willingness to negotiate, significant differences remain between the US and EU regarding tariff issues, with the US not prioritizing the resolution of these relations [2] - The EU has officially initiated a consultation process regarding the €95 billion retaliatory measures, which will take one month to complete, focusing on which US products will face retaliatory tariffs [3] - The complexity of internal EU interests may affect the response to US countermeasures, potentially impacting trade cooperation and causing losses for EU member states [3]

为了与特朗普达成贸易协定，印度提出将关税差削减三分之二 更多细节 第三位印度政府官员表示，继英国之后，印度和日本是下两个即将敲定协议的国家。"我们要看看哪一 个先过线。"前两位消息人士称，为了实现这一目标，新德里提出在正在谈判的协议的第一阶段将60% 的关税降至零。其中一位消息人士表示，印度为从美国进口的近90%的商品提供了优惠准入，包括降低 关税。第四名官员表示，一个印度官员代表团可能会在本月晚些时候访问美国，以推进谈判。他补充 说，印度贸易部长皮尤什·戈亚尔也可能访问美国，但他的计划尚未敲定。 更多细节 金十数据5月9日讯，两名消息人士称，为了与特朗普达成贸易协定，印度已提出将与美国的关税差从目 前的近13%削减至不到4%，以换取特朗普"当前和潜在"的关税上调豁免。这将意味着，印度和美国之 间的平均关税差距（按所有产品计算，不考虑贸易额）将减少9个百分点，这是世界第五大经济体为降 低贸易壁垒而做出的最彻底的改变之一。美国是印度最大的贸易伙伴，2024年双边贸易总额约为1290亿 美元。目前的贸易平衡对印度有利，印度对美国的贸易顺差为457亿美元。 更多细节 ...

海关总署数据显示，美国为我第三大贸易伙伴，我与美国贸易总值为1.44万亿元，下降2.1%，占 10.2%。其中，对美国出口1.07万亿元，下降1.5%；自美国进口3699.5亿元，下降3.7%。(海关总署) ...

《纽约时报》报道说，美英达成的这项协议看起来更像是一个框架协议，而非完整的贸易协议。双方同 意取消部分特定商品的关税，并在其他领域达成总体性共识，但两国政府官员仍需在未来几个月内会 面，敲定具体的条款。（新华社） 美国总统特朗普8日在白宫宣布，美国与英国达成一项新的贸易协议，部分撤回特定领域的关税，进一 步扩大双方产品的市场准入。然而，协议的诸多细节尚待敲定，美方此前加征的10%所谓"对等关税"也 未取消。特朗普对媒体说，英国10%的关税并不是其他国家的模板，这可能是最低关税，其他国家可能 高于这个关税税率。 ...

美方还要求保障美技术安全，强调美国技术不可落入其"不认可"对象手中。然而，在产业分工细致化、 精细化的当下，供应链分布范围广泛，美方要求将严重影响生产效率。 贸易逆差并非单方面衍生的问题，而是由于美国（想向马来西亚出口的）产品缺乏竞争力。"如果不想 出现贸易逆差，我们就只能被迫从美国进口售价更高的产品，但人们不买怎么办？难道强买强卖？" 新华社吉隆坡5月8日电（记者王嘉伟 毛鹏飞）马来西亚媒体《星洲日报》7日发表题为《在美国关税 障碍下的调整与突围》的社论说，马来西亚和美国的关税谈判是一场不对等的"贸易突围战"，美方在谈 判中诸多诉求并不公平。马来西亚需更加明智选择"战场"与"伙伴"，努力将危机化为转机。文章摘要如 下： 马来西亚与美国的关税谈判即便未陷入僵局，也没有转机、未见新局。日前率团赴美考察并于6日与美 方进行线上关税谈判的马来西亚投资、贸易和工业部长扎弗鲁尔对媒体表示，马来西亚将积极开拓俄罗 斯、非洲、中东与南美洲等国家和地区市场。 扎弗鲁尔透露，美方在贸易谈判中提出解决贸易逆差、保障美国技术安全、促进马企业在美投资等要 求。从细节来看，"这些要求并不公平"。 马来西亚必须在美保护主义浪潮中实现生存 ...

中国贸促会副会长聂文慧5月7日率团访问阿根廷，分别会见阿根廷对外贸易副国务秘书昆卡、农业产品 市场和国际融入副国务秘书罗德里格斯、阿根廷亚太商会主席普利奥策、阿根廷中国商会主席斯帕多 内，宣介中国经济形势和对外开放政策，与阿政商界代表就加强工商界交流、促进双边经贸发展、维护 自由贸易等议题进行交流。邀请阿方出席第三届中国国际供应链促进博览会、第十八届中国—拉美企业 家高峰会等活动，代表中国贸促会与阿根廷亚太商会签署合作谅解备忘录。聂文慧还出席中阿经贸论坛 暨第三届链博会推介会并致辞，拜会我驻阿根廷大使王卫，与在阿中资企业代表座谈。双方企业开展多 场对接活动，围绕农业、供应链合作等达成系列务实成果。 ...

欧元兑美元短线小幅走低，现报1.1358。报道称欧盟将于周四公布针对美国的关税临时清单。如果与美 国的贸易谈判失败，欧盟将执行新的关税。 ...

特朗普推行保护主义政策之际，全球各国正加速建立新的贸易联盟，以减轻对美国市场依赖。 美东时间周二，据央视新闻，英国和印度宣布达成一项搁置多年的贸易协议，当然这只是全球多国推进 贸易协定的缩影。 另外，欧盟也正在与印度进行贸易谈判，并最近与南美洲的南方共同市场（Mercosur）达成协议。加拿 大和亚洲国家也在重拾旧有贸易协定。 由12个国家组成的《全面与进步跨太平洋伙伴关系协定》（CPTPP）正在考虑接纳新成员，包括哥斯达 黎加和印度尼西亚。 这一波贸易协议的加速推进，背后有一个清晰的逻辑，即使美国占全球经济总量的26%，它的进口份额 只有13%。也就是说，全球其他地区仍有足够的空间和机会互相进行贸易往来。 全球化未终结，反而加速 彼得森国际经济研究所高级研究员Alan Wolff表示："美国正在充当加速剂，促使其他国家降低关 税。"他指出，面对美国市场的不确定性，欧盟、加拿大等正寻求增强与其他伙伴的贸易关系。 面对美国全面关税，许多国家现在采取两手策略：一方面努力与特朗普达成协议以撤销部分关税，另一 方面加强与其他伙伴的贸易合作，来缓解失去美国市场的痛苦。 Sussex大学贸易政策中心研究员Achyuth ...