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  日本首相石破茂表示,日本不会为了就关税问题达成协议而一味屈从于美国的要求。这是特朗普发起全球贸易战以来,石破茂最强硬的表态之一。

  “如果日本什么都让步,那我们将无法确保我们的国家利益,”石破茂周一在国会表示。

石破茂

  东京正致力于在4月底前敲定第二轮谈判的策略,上周其首席谈判代表在华盛顿与美方官员举行了初步会谈。美国所提具体要求的细节仍然模糊,但特朗普常常抱怨日本的美国汽车太少。

  美国高级官员还强调,日本对包括大米在内的农产品设置的高进口关税是不公平贸易壁垒的例子。

  对石破茂而言,这事关重大。汽车是日本利润最丰厚的出口产业,而日本的农民则是执政党自民党的重要支持基础。日本将于7月举行全国大选,自民党目前的支持率不佳。

  《朝日新闻》周一发布的一项民调显示,石破茂内阁的支持率为30%,不支持率为56%。

  石破茂在国会发言时,对农产品进口壁垒进行了有力辩护。

  “我们一直在努力通过关税和最低准入规则等各种方法来保护日本农业,”他表示。“我们必须继续保护它,当然,我们也必须保护消费者的安全。”

  石破茂没有提及日本将拿出什么样的具体提议,但排除了通过降低对农产品的保护、牺牲农民利益,来换取包括美国取消25%汽车关税在内的协议的可能性。

  石破茂补充说,他不急于在未来几天访问华盛顿与特朗普敲定协议。

4月21日,金丰来表示,尽管黄金价格在3300美元/盎司以上波动,华街专家和MainStreet投资者对金价上涨趋势仍然保持谨慎乐观态度。尽管市场对金价上涨至3300美元以上渐显谨慎,但整体市场情绪依然看涨。

  金丰来认为,黄金价格本周初缓慢而稳定地开始,但随着贸易紧张局势的升级和鲍威尔可能的政策转向信号,黄金价格再次达到新高。然而,随着市场对特朗普政府关税政策影响的通胀和增长的担忧,黄金价格出现了回调。

  金丰来进一步分析,投资者在当前环境下应更加谨慎,关注防御性板块和通胀保护型国债。尽管黄金价格出现了回调,但长期来看,黄金作为避险资产的价值依然显著。投资者应密切关注贸易政策的变化以及全球经济数据的动态,以便及时调整投资策略。

  金丰来总结认为,尽管市场对黄金价格的上涨持谨慎态度,但黄金价格的回调只是市场预期中的正常现象,对市场来说可能是健康的。然而,鲍威尔的言论无疑增加了对政府关税政策及其对通胀和经济增长影响的不确定性。因此,一个不那么宽松的美联储可能会在未来几周内对黄金价格产生负面影响。投资者应保持谨慎,关注市场动态,合理调整投资组合,以应对可能出现的市场波动和经济放缓风险。

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