被美最高法叫停此前关税，特朗普竟搬出《1974年贸易法》向全球加征关税15%，全球贸易不确定性再 升级。 当地时间2月20日，美国联邦最高法院裁定，特朗普政府依据《国际紧急经济权力法》（IEEPA）实施 的大规模全球关税缺乏法律依据。 美国总统特朗普的关税政策是其经济政策的关键组成部分，最高法院的裁决标志着对他权力的一次重大 制约，也是对其第二个任期经济议程的一次沉重打击。 判决公布后，特朗普迅速宣布将通过其他法律手段推出新的10%全球关税，为期150天，并于当地时间 21日把这一关税水平提高至15%。特朗普在社交平台发文称，接下来几个月里，美国政府将确定并颁布 新的"合法关税"。 特朗普的反应表明，他并不打算就此鸣金收兵，而是要换一条路继续往前冲。 特朗普于2025年2月首次援引IEEPA，对来自中国、墨西哥和加拿大等国的商品加征关税。 数月后，在其所谓的"解放日"将关税范围迅速扩大至几乎所有国家，税率区间为10%至50%。特朗普将 长期贸易逆差界定为"非同寻常的威胁"，并以此作为进一步征税的依据。据沃顿商学院估计，在IEEPA 之下，特朗普征收了约1750亿美元的关税。 当地时间2026年2月20日，美国 ...

两国官员当日签署了这一协议，随后将在正式生效前履行各自国内程序。 特朗普政府在2025年4月初宣布对孟加拉国商品征收37%的对等关税，经过谈判，这一税率在去年三季度被先后降至35%和20%。 编辑：王晓伟 新华财经纽约2月10日电（记者刘亚南）白宫9日发布公告， 宣布美国与孟加拉国已经就对等贸易达成协议，以强化双边经济关系。 双方发布的声明说，孟加拉国承诺为美国工业和农产品提供重大的优惠市场准入，美国将把对来自孟加拉国商品的所谓"对等关税"税率从目前的20%降至 19%，并将识别适用零"对等关税"的产品。 声明还表示，美国致力于建立一个机制让孟加拉一些纺织品和服装适用零"对等关税"。该机制将基于美国对孟加拉国出口纺织品的数量确定孟加拉国可以 按低关税税率向美国出口纺织品和服装的规模。 此外，两国还致力于解决孟加拉国影响重点领域双边贸易和投资的非关税壁垒，强化经济和国家安全协同。孟加拉国将在数据转移、食品与农产品进口、 保险市场、劳工权利、环保、知识产权保护和反腐等方面采取措施。美国则考虑通过美国进出口银行（EXIM Bank）和美国国家开发金融公司（DFC）等 向孟加拉国关键领域提供投资融资支持。 ...

Core Points - The 18th round of Free Trade Agreement (FTA) negotiations between Vietnam and the European Free Trade Association (EFTA) took place in Da Nang, Vietnam from November 25 to 28 [1] - The goal of both parties is to make every effort to complete consultations in this round and to adopt necessary flexible measures to ensure a balanced agreement beneficial to both sides [1] - The negotiations are progressing smoothly, with efforts to narrow remaining differences highlighted by the Vietnamese delegation [1] Trade Relations - As of the end of 2024, trade between Vietnam and EFTA is expected to exceed $3.5 billion, maintaining stable growth over the years [1] - Major exports from Vietnam to EFTA member countries include footwear, textiles and garments, machinery and equipment, mobile phones and components, as well as agricultural products like coffee and cashews [1] - In return, Vietnam primarily imports high-tech and high-value-added products from EFTA member countries, such as pharmaceuticals, precision machinery, medical devices, and chemical products [1]

肯尼亚一家服装工厂 路透社 美国民主、共和两党议员正敦促特朗普政府延长这项法案，他们称这是美国外交关系的"支柱"，也 是"制衡"中国在非洲影响力的手段。美国众议院筹款委员会成员、共和党籍众议员阿德里安·史密斯 说，该法案"表明了美国对非洲年轻、不断增长的人口的承诺"。 【文/观察者网 陈思佳】美国实施了25年的《非洲增长与机遇法案》（AGOA）已于今年9月底到期，使 非洲数十万个工作岗位面临风险。据路透社10月1日报道，美国民主、共和两党正敦促白宫续签这项对 非贸易法案，他们担心，如果再不采取措施，美国在非洲的影响力将被中国取代。 美国克林顿政府在2000年通过了《非洲增长与机遇法案》，旨在深化美国与撒哈拉以南非洲国家的贸易 联系。法案覆盖32个非洲国家，允许符合条件的数千种商品免税进入美国，其中包括机动车辆和零部 件、纺织品和服装、矿物和金属、农产品以及化学品等产品。 在2023年，即有数据可查的最后一年，非洲根据该法案向美国出口97亿美元的商品。路透社称，非洲数 十万个工作岗位依赖这项法案。 法案到期已引起一些企业和投资者的担忧，特别是一些为了利用免税准入而在非洲进行投资的公司表 示，即使是暂时的中断，也 ...

Core Viewpoint - The threat of a 25% tariff on Indian goods by President Trump is expected to significantly impact India's stock market and export-dependent industries, amidst ongoing trade negotiations between the US and India [1][3]. Group 1: Market Reaction - The Indian stock market experienced heightened risk aversion, with the SENSEX30 index opening nearly 1% lower before a slight rebound [2][4]. - Foreign investors have accelerated their withdrawal from the Indian stock market, with over $2 billion pulled out this month, shifting investments to markets like Hong Kong and South Korea [8]. Group 2: Affected Industries - The pharmaceutical industry, which exports approximately $8 billion annually to the US, is at high risk, with major companies like Sun Pharma and Dr. Reddy's deriving at least 30% of their revenue from the US market [3][10]. - The electronics sector, particularly with Apple's increased assembly in India, may face significant setbacks if tariffs rise to 25%, undermining Apple's strategy to source iPhones from India [10]. - The textile and apparel industry, crucial for US retailers like Gap and Walmart, will lose competitive advantages against countries like Vietnam due to new tariffs [10]. - The gems and jewelry sector, valued at over $10 billion in exports to the US, is concerned about potential disruptions to supply chains and livelihoods [10]. - The refining sector, particularly companies like Reliance Industries, may face additional pressure due to potential penalties for purchasing energy from Russia, as nearly 37% of India's oil imports come from there [10]. Group 3: Financing Trends - The Indian market is experiencing a surge in financing activities, with IPOs and large transactions exceeding $6 billion for three consecutive months, indicating a shift in market dynamics amid high valuations and slowing profits [11].

Group 1: Trade Tariffs and Agreements - The U.S. President Trump announced a range of tariffs from 25% to 40% on imports from several countries, including significant rates for Southeast Asian nations like 20% for the Philippines and 40% for Myanmar [1] - The trade agreement with Vietnam contrasts sharply with the tariffs imposed on other countries, highlighting a disparity in U.S. trade policy [2][25] - Vietnam's response to U.S. tariffs included a commitment to zero tariffs on U.S. imports and significant purchases of U.S. goods, indicating a strategic compromise under pressure [9][15] Group 2: Vietnam's Strategic Considerations - Vietnam's negotiations reflect a balancing act between U.S. and Chinese influences, as it relies heavily on both for exports and imports [10] - The country faces competition from other developing nations, necessitating a favorable tariff rate to maintain its position as a manufacturing hub [12] - Vietnam's domestic reforms are crucial for maintaining economic growth, especially in light of potential tariff impacts on its economy [14] Group 3: Short-term Gains vs. Long-term Risks - The trade agreement may provide short-term benefits by reducing tariffs from 46% to 20%, enhancing Vietnam's competitiveness in the U.S. market [15][16] - However, the long-term implications include potential over-reliance on U.S. markets and the risk of domestic industries being overwhelmed by American competition [21][22] - Vietnam's early concessions could undermine regional solidarity within ASEAN, affecting its standing and influence among Southeast Asian nations [22][23] Group 4: Broader Implications of U.S. Trade Policy - Other countries may not follow Vietnam's lead in compromising with the U.S. due to lower dependency on the American market, allowing them more negotiating leverage [26] - Growing dissatisfaction with U.S. trade tactics could push countries towards alternative partnerships, indicating a shift in global trade dynamics [27] - The Vietnam-U.S. trade agreement may not serve as a model for other nations, as the unique circumstances surrounding Vietnam's negotiations differ significantly from those of its neighbors [24]