2025.7.30 Jinyuan Reference News

1. Tariffs - ① Trump: If a ceasefire agreement is not reached with Ukraine within 10 days, additional tariffs will be imposed on Russia. If real sanctions are imposed on Russia, there is no concern about oil prices.
② U.S. Secretary of Commerce: Trump will announce pharmaceutical industry policies within the next two weeks.
According to reports, the European Union plans to purchase artificial intelligence chips worth 40 billion euros in the US trade agreement.
④Mexican President: Mexico's goal is to reach a tariff agreement with the United States this week.
According to reports, India is expected to reach a trade agreement with the United States in September or October, preparing to respond to the 20% to 25% tariffs imposed by the U.S.
⑥Trump: India may face tariffs of 20%-25%, but the agreement has not been finalized.

2. Federal Reserve - ① Board member Kuegler was absent from this week's rate-setting meeting for personal reasons, reducing the voting committee to 11 members. ② "Federal Reserve's megaphone": The Federal Reserve will ultimately need to continue lowering interest rates, but they are not yet ready to do so this week.

3. Thai military: Cambodia has once again violated the ceasefire agreement and launched an attack.

4. According to the Globe and Mail, sources reveal that the Canadian government is considering whether to follow the example set by UK Prime Minister Starmer, and if Israel does not agree to a ceasefire, they will recognize the State of Palestine.

5. According to a Reuters/Ipsos poll: Trump's approval rating has dropped to 40%, the lowest level since his second term.

6. The IMF has raised its global economic growth forecast for this year to 3%, increased the growth forecast for the United States to 1.9%, and raised the growth forecast for China to 4.8%.

7. "Fed's Mouthpiece": Two board members may express dissent this week.

8. Interest rate announcement, monetary policy minutes #BTC# #ETH#