一、美国关税谈判期延长加剧不确定性美国总统特朗普致至少 22 个国家(其中大多数是亚洲国家)的信函表明,美国计划于 8 月 1 日提高关税水平,总体水平与 4 月 2 日最初宣布的 “对等” 关税相似。我们认为,这实际上标志着关税 / 贸易谈判期从 7 月 9 日延长至 8 月 1 日。特朗普总统还宣布对铜进口征收 50% 的关税,并提出可能对金砖国家组织成员征收 10% 的关税。正如我们美国经济...
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