美国可可 (Cocoa) 加自选

美国启动针对巴西贸易行为的301条款关税调查。美国开始对巴西的贸易行为进行301条款关税调查：因为巴西“持续攻击美国公司的数字贸易活动”。上周，特朗普宣布对巴西征收50%的关税。

US starts Section 301 tariff probe on Brazil's trade practices.US starts Section 301 tariff probe on Brazil's trade practices: due to its "continued attacks on the Digital Trade activities of American Companies". Last week Trump announced a 50% tariff rate for Brazil.

周二，Ibovespa指数小幅下跌，收于135250点，抵消了巴西自身财政辩论和美国贸易政策重新转变的影响，使投资者处于持有模式。在国内，市场考虑了最高法院关于拟议的IOF改革的高风险调解听证会，如果获得批准，可能会改变银行的融资成本和消费者信贷需求，以及正在进行的关于华盛顿对巴西出口即将征收50%关税威胁的部际谈判。早些时候，政府发布了一项关于《经济互惠法》的法令，允许对美国的贸易措施进行报复。主要大宗商品名称拖累指数横盘整理，巴西国家石油公司股价下跌1.1%，因石油期货价格从上周的高点回落，而淡水河谷股价下跌2.7%，因中国铁矿石进口数据疲软。主要银行巴西银行和桑坦德银行分别上涨1.7%和1.2%，B3上涨1.7%，部分抵消了这些损失。

The Ibovespa edged marginally lower to close at 135,250 on Tuesday as offsetting forces from Brazil’s own fiscal debates and renewed US trade policy shifts left investors in a holding pattern. Domestically, the market mulled the Supreme Court’s high-stakes conciliation hearing on proposed IOF changes, which, if approved, could alter banks’ funding costs and consumer credit demand, and ongoing interministerial talks on Washington’s looming 50% tariff threat against Brazilian exports. Earlier, the government published a decree on the Economic Reciprocity Law, enabling retaliation against US trade measures. Key commodity names dragged the index sideways with Petrobras slidding 1.1% as oil futures eased from last week’s highs, while Vale fell 2.7% amid weaker Chinese iron ore import data. Partially offsetting those losses, major banks Banco Do Brasil, and Santander added 1.7% and 1.2%, while B3 gained 1.7%.

巴西希望在最后期限前解决美国关税问题。巴西副总统Geraldo Alckmin周二表示，巴西将努力让美国在8月1日生效之前取消对巴西商品征收的50%关税。

Brazil looks to solve US tariff issue before deadline.Brazil will work to get the United States to reverse 50% tariffs on Brazilian goods before they are set to take effect on August 1, Vice President Geraldo Alckmin said on Tuesday.

2025年5月，秘鲁的国内生产总值年增长率为2.67%，高于前一个月1.4%的9个月来最疲软的增长。这标志着经济连续第14个增长期，农业（9.26%对-7.53%）、制造业（2.44%对-2.86%）和建筑业（6.04%对-1.30%）的活动从收缩中复苏，而运输业（5.70%对4.84%）、住宿和餐饮业（5.07%对4.64%）以及商业（3.1%对2.83%）的增长加速。与此同时，采矿和碳氢化合物的产量开始萎缩（-6.92%对8.55%）。经季节性调整后，全国生产指数较上月上涨0.13%。

Peru’s GDP grew by 2.67% annually in May 2025, accelerating from the softest growth in nine months of 1.4% expansion in the previous month. This marked the 14th consecutive period of economic growth, as activity recovered from contractions in in agriculture (9.26% vs. -7.53% April), manufacturing (2.44% vs. -2.86%), and construction (6.04% vs. -1.30%), while growth accelerated for transportation (5.70% vs. 4.84%), lodging and restaurants (5.07% vs. 4.64%), and commerce (3.1% vs. 2.83%). Meanwhile, output swung to contraction in mining and hydrocarbons (-6.92% vs. 8.55%). The national production index, with seasonal adjustment, rose 0.13% compared to the previous month.