دیدگاه ها 
VT 
The US Trade Representative, Jamieson Greer, discussed the country’s current trade efforts. He stated that addressing non-tariff barriers with China would take time. Meetings are planned with the Indian commerce minister, followed by a visit to South Korea.
The US is simultaneously working on multiple trade deals and stressed that they are not depending on any single trade partner for essential goods. A global 10% tariff is proposed as a measure to reduce the trade deficit. This tariff aims to decrease overall uncertainty in international trade dynamics.
President Considers Adjustments
President Trump is considering adjustments if there are observable outcomes regarding fentanyl negotiations. Greer reaffirmed that their strategic objective is achieving a 10% average global tariff rate. The approach aims to streamline trade relationships and policies.
What we just read reveals several key moves by Washington on trade. Greer made it clear that there’s no rush when it comes to dealing with China’s behind-the-scenes restrictions. These aren’t the typical border taxes – they’re procedural hurdles, like licensing issues or safety checks, that slow things down without anyone really seeing it. He knows these won’t be resolved overnight, and his comments suggest the administration is prepared to spend weeks, even months, keeping up pressure.
After China, attention shifts east. Plans are set for talks with India, then South Korea, which signals a steady hardening of bilateral efforts. These aren’t notionally linked, yet the sequence matters. It builds momentum. India often proves difficult in negotiations, aiming to protect its local industries, while South Korea tends to look for stability and predictability in return for compromise. The Americans know that tact and timing matter here.
The proposal of a flat 10% global tariff might sound sweeping at first glance, but it’s motivated by predictable concerns – chiefly the desire to bring down the massive trade imbalance. In theory, it levels the field. Rather than making one country a target, it spreads the weight, backing off accusations of favouritism or unfair tapping of certain partners. For anyone who moves with or hedges against trade headlines, this direction is a firm one. It hints at broader pricing assumptions – we should expect longer-term pressure on cross-border flows that depend on ultra-low importing costs.
Trump’s conditional posture over the fentanyl supply issue shows a negotiator’s instinct: he’s leaving the door ajar, not shutting it. If something changes on the ground – seizures, seizures of shipments, or better tracking – then perhaps those tariff plans get tweaked. Until then, nothing shifts. There’s a tether being formed between chemical exports and broader trade leniency. Few expected this sort of tie-in, but it shows an effort to make every grain of leverage count.
Securing Average Tariff Line
Greer repeated a line about securing an average tariff line across the board. It’s not just about the numbers; it’s about smoothing the political messaging, making it easier for businesses to plan, and limiting sudden storms caused by erratic policy shifts. For those watching trade from a derivatives perspective, that steadier rhythm offers an anchor. You begin to see patterns, even if you don’t yet know the precise order in which events will unfold. When policy sticks to a declared shape, even if tough, pricing that risk becomes less guesswork and more method.
In the weeks ahead, these scheduled meetings and policy trials serve as more than diplomatic markers – they steer short-term sentiment. As commitments are floated and tariffs remain on the table, we should expect markets to poke and test those words, especially in interest rate-sensitive sectors. Movements won’t come from announcements alone, but from how they mesh with, or diverge from, prior positions.
