每日新闻更新 — 所有人都为“近乎新的”协议而喝彩 The Daily Update – All hail the 'nearly new' trade deal!!

唐纳德·特朗普(Donald Trump)在威胁要向墨西哥征收贸易关税后,又为与墨西哥达成将遏制向美国移民 的新协议而喝彩。不过,如果我们仔细看看这个问题就不难发现,这个协议可能没有那么“新”,因为其中很大一部分似乎是墨西哥在过去几个月已经承诺要做的事情。该协议规定,墨西哥已经同意“在整个墨西哥部署国民警卫队,优先考虑其南部边境”,但墨西哥政府早在3月份就已经承诺要做到这一点。而该协议的另一部分其实是对原来一项计划的扩展,该项目就是,当寻求(到美国)庇护者的法律案件在处理期间允许他们继续留在墨西哥,不过这个事情在去年圣诞节前夕就达成了一致意见。         

此外,特朗普还吹嘘,作为协议的一部分,墨西哥同意“立即开始从我们伟大的爱国农民那里购买大量的农产品”。但是,美国国务院发布的《美墨联合声明》公报并未提到这项农业贸易是协议的一部分。

同样在周末,美国财政部长史蒂芬·努钦(Steven Mnuchin)指责中国允许其货币贬值以抵消特朗普的贸易关税对中国的货物成本产生的影响,将该影响转嫁到美国消费者的头上。在日本举行的G20财长会议上,努钦说:“我认为中美货币的汇率从大约6.30升至6.90并非巧合”,他还说,“从传统的角度看,官方对外汇市场进行干预必须以某种方式而为之。介入市场以支持货币汇率并不被视为对货币的操纵”。抛出这些言论其实是有一定背景的,他认为,中美两国领导人在本月晚些时候举行会议时不可能让中美之间的贸易谈判取得任何进展。美国财政部长表示,特朗普将努力搞清楚中国的领导人是否愿意朝着“正确的方向”前进,“我们需要看到对方的行动,特朗普总统需要切实感到我们是在朝着达成协议的正确方向前进”。

Please read this important information before proceeding. It contains legal and regulatory notices relevant to the information on this site.

This website provides information about Stratton Street Capital LLP ("Stratton Street"). Stratton Street is authorised and regulated by the UK's Financial Conduct Authority. The content of this website has been prepared by Stratton Street from its records and is believed to be accurate but we do not accept any liability or responsibility in respect of the information of any views expressed herein. The information, material and content provided in the pages of this website may be changed at any time by us. Information on this website may be out of date and may not be updated or removed.

The website is provided for the main purpose of providing generic information on Stratton Street and on our investment philosophy for the use of financial professionals in the United Kingdom that qualify as Professional Clients or Eligible Counterparties under the rules of the United Kingdom Financial Conduct Authority (the "FCA"). The information in this website is not intended for the use of and should not be relied on by any person who would qualify as a Retail Client. Products and services referred to on this website are offered only at times when, and in jurisdictions where, they may be lawfully offered. The information on this website is not directed to any person in the United States. The provision of the information on this website does not constitute an offer to purchase securities to any person in the United States (other than a professional fiduciary acting for the account of a non-U.S person) or to any U.S. person as such term is defined under the Securities Act of 1933, as amended.

The website is not intended to offer investors the opportunity to invest in any Alternative Investment Fund ("AIF") product. The AIFs managed by Stratton Street are not being marketed in the European Economic Area ("EEA") and any eligible potential investor from the EEA who wishes to obtain information on the AIFs will only be provided with materials upon receipt by Stratton Street of an appropriate reverse solicitation request in accordance with the requirements of the EU Alternative Investment Fund Managers Directive ("AIFMD") and national law in their home jurisdiction. By proceeding you confirm that you are not accessing this website in the context of a potential investment by an EEA investor in the AIFs managed by Stratton Street and that you have read, understood and agree to these terms.

No information contained in this website should be deemed to constitute the provision of financial, investment or other professional advice in any way. The website should not be relied upon as including sufficient information to support any investment decision. If you are in doubt as to the appropriate course of action we recommend that you consult your own independent financial adviser, stockbroker, solicitor, accountant or other professional adviser. Past performance is not necessarily a guide to the future. The value of investments and the income from them may go down as well as up. An application for any investment or service referred to on this site may only be made on the basis of the offer document, key features, prospectus or other applicable terms relating to the specific investment or service.

Where we provide hypertext links to other locations on the Internet, we do so for information purposes only. We are not responsible for the content of any other websites or pages linked to or linking to this website. We have not verified the content of any such websites. Such websites may contain products and services that are not authorised in your jurisdiction. Following links to any other websites or pages shall be at your own risk and we shall not be responsible or liable for any damages or in other way in connection with linking.

By using this site, you should be aware that we may disclose any information that we hold about you to any regulatory authority to which we are subject, or to any person legally empowered to require such information.

This website uses cookies to improve user experience, by clicking the "I Accept" button below means you consent to the use of cookies on our website.