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#美欧达成关税协议#
Don't talk about inflation, first thank the US and Europe: this "tariff grand reconciliation" has brought a sigh of relief to the world.
If the global economy is a pot of porridge that is about to boil over, then the "tariff agreement" between the US and Europe is a pinch of salt added to the pot—not only enhancing the flavor but also keeping the heat down.
On the surface, this agreement seems to be just an adjustment of a few import tariff items, but in fact, it hides three layers of situations behind it:
1. Industrial alliances outside of China and the US are strategizing;
2. The West is attempting to rebuild a "rules-based trading order";
3. Prepare for the next round of the green manufacturing hegemony competition.
🧠For example, steel and aluminum tariffs, the US and EU mutually cancel punitive tariffs—this is not mercy, but reality:
* The EU electric vehicle supply chain is stuck on raw materials;
* The U.S. needs European manufacturing to cooperate with "de-China";
* Both sides fear rising inflation and must maintain the voting enthusiasm of the middle class.
In a deeper game of strategy, the United States has tied the European Union to its industrial security vehicle through the "friendshoring" strategy; the European Union, in turn, seizes the opportunity to gain more tariff exemptions and export facilitation, preserving its own manufacturing strength.
This is not a win-win situation; it is a breather after global inflation exclaimed "Thank God."
Don't think of this as just "trade news"; it determines your fate of buying an iPhone or a Xiaomi phone in the second half of the year!