凌晨时分，华盛顿的美联储主席鲍威尔合上了经济报告，他刚刚又调低了利率。与此同时，远在宾夕法尼亚的特朗普面对欢呼的人群，声称自己和中国达成 了"数万亿美元的大买卖"。 加拿大制造商和出口商协会在今年九月的声明中提到，制造业是受美国关税政策冲击最厉害的行业之一。 2025年12月13日凌晨，全球经济数据接连崩盘，就像多米诺骨牌一样倒向地面。瑞士联邦经济事务秘书处公布的报告显示，第三季度的经济规模出现了自 2020年新冠疫情爆发以来最大的下滑。 政府官员直言，最近对外贸易的剧烈波动跟美国新关税政策脱不了干系，化工和制药行业的产量也掉得挺厉害的。 差不多同一时间，日本内阁府出来的数据显示，第三季度经济也跟着缩水，出口减少变成了拉低整体经济的主要原因。 北美那边，墨西哥经济也在这段时间开始缩减。专家们说，特朗普政府那反复变来变去的贸易政策，搞得企业心凉了，投资的劲头也被压住了，结果弄得墨 西哥经济不好干。 巴西咖啡农们现在是真的遇到了一次空前的难题。从今年八月开始，到十一月中旬，巴西出口到美国的咖啡得交50%的高额关税，挺让人头疼的。 巴西咖啡出口商协会主席费雷拉说，这关税让巴西咖啡"简直没法出口到那边去了"。数据也显 ...

Group 1 - The U.S. has imposed tariffs of up to 50% on most Brazilian goods in response to political persecution of former President Bolsonaro, but key industries like aviation, energy, and orange juice are exempted, alleviating worst fears in Brazil's business community [1] - Brazilian Finance Minister Seron stated that the outcome is milder than expected, indicating that the worst-case scenario has not materialized [1] - The tariffs are directly linked to Bolsonaro's trial regarding allegations of attempting to overturn the 2022 presidential election results, with additional sanctions imposed on the Brazilian Supreme Court judge overseeing the case [1] Group 2 - The exemption from tariffs includes critical export categories such as civilian aircraft, pig iron, precious metals, pulp, energy, and fertilizers, which is particularly important for Embraer, as 45% of its commercial aircraft and 70% of its executive jets are exported to the U.S. [1] - Analysts have warned that the tariffs could severely impact Suzano, one of the world's largest pulp producers, but market sentiment improved following the exemption announcement [1] - The former Brazilian Trade Minister Bahar cautioned that while some products are exempt, Brazil exports approximately 3,000 items to the U.S., and the remaining products will still face actual impacts [1] Group 3 - Notably, the executive order does not exempt beef and coffee exports, which are significant agricultural products for Brazil, with the Brazilian beef export organization Abiec previously indicating that tariffs would make exports to the U.S. "unsustainable" [2] - Despite the exemption for "energy and related products," several energy companies operating in Brazil have paused crude oil shipments to the U.S. due to policy uncertainty, with the Brazilian Petroleum Association stating that the industry is monitoring the situation [2]