特朗普政府扩大了对钢铁和铝进口的50%关税，以涵盖数百种其他产品。在周五的《联邦公报》通知中，商务部工业和安全局表示，美国协调关税表中增加了407个新产品代码，使其必须对其钢铁和铝含量征税。通知澄清说，非钢和非铝部件仍将面临某些国家已经征收的关税。扩大的征税将于8月18日生效。特朗普总统告诉记者，他计划进一步宣布钢铁关税以及针对半导体进口的新征税。

The Trump administration has expanded its 50% tariffs on steel and aluminum imports to cover hundreds of additional products. In a Federal Register notice on Friday, the Commerce Department’s Bureau of Industry and Security said 407 new product codes were being added to the U.S. Harmonized Tariff Schedule, making them subject to duties on their steel and aluminum content. The notice clarified that non-steel and non-aluminum components will still face tariff rates already imposed on goods from certain countries. The expanded levies will take effect today, August 18. President Trump told reporters he planned further announcements on steel tariffs as well as new levies targeting semiconductor imports.

周一，美国股指期货小幅上涨，因华尔街对潜在降息的乐观情绪推动，希望延续两周的涨势。上周，道琼斯指数上涨1.71%，标准普尔500指数上涨0.94%，纳斯达克综合指数上涨0.81%，三大指数均创下历史新高。尽管最近的数据显示通胀和就业情况喜忧参半，但市场越来越押注美联储将在9月降息。投资者还将观看本周在怀俄明州杰克逊霍尔举行的美联储年度经济政策研讨会，以了解利率前景的信号。在企业方面，包括家得宝、劳氏、沃尔玛和塔吉特在内的主要零售商的收益将成为关注焦点。与此同时，地缘政治的注意力正转向华盛顿，美国总统唐纳德·特朗普将在华盛顿会见乌克兰总统弗拉基米尔·泽连斯基，以推进与俄罗斯的和平谈判。

US stock futures rose slightly on Monday as Wall Street looked to extend two weeks of gains driven by optimism over potential rate cuts. Last week, the Dow climbed 1.71%, the S&P 500 added 0.94%, and the Nasdaq Composite gained 0.81%, with all three indexes hitting fresh record highs. Markets are increasingly betting on a Federal Reserve rate cut in September, even after recent data painted a mixed picture on inflation and employment. Investors will also watch the Fed’s annual economic policy symposium in Jackson Hole, Wyoming, this week for signals on the outlook for rates. On the corporate front, earnings from major retailers including Home Depot, Lowe’s, Walmart, and Target will be in focus. Meanwhile, geopolitical attention is turning to Washington, where US President Donald Trump will meet Ukrainian President Volodymyr Zelenskiy to advance peace talks with Russia.

据路透社报道，美国谈判代表原定于8月25日至29日访问新德里的计划被取消后，关于拟议的美印贸易协议的谈判被推迟。此举破灭了美国将于8月27日对印度商品征收新关税的希望。据报道，美国大使馆表示没有进一步的细节，并指出谈判是由美国贸易代表领导的。本月早些时候，由于新德里继续进口俄罗斯石油，特朗普总统对印度商品征收了额外25%的关税，将一些关税推高至50%，这是对美国任何伙伴征收的最高关税之一。在就开放印度农产品和乳制品市场以及停止俄罗斯石油采购的争端进行了五轮谈判后，谈判已经陷入僵局。印度外交部表示，在美国和欧盟继续从莫斯科购买的同时，印度被“不公平地挑出来”。

Talks on a proposed U.S.-India trade deal have been delayed after a planned visit by American negotiators to New Delhi on August 25–29 was called off, Reuters reported. The move dashed hopes of easing fresh U.S. tariffs on Indian goods set to take effect August 27. The U.S. embassy reportedly said it had no further details, noting that talks are led by the U.S. Trade Representative (USTR). Earlier this month, President Trump imposed an extra 25% tariff on Indian goods over New Delhi’s continued imports of Russian oil, pushing some duties to as high as 50%—among the steepest on any U.S. partner. Negotiations had already stalled after five rounds over disputes on opening India’s farm and dairy markets and halting Russian oil purchases. India’s Foreign Ministry said it is being “unfairly singled out” while the U.S. and EU continue buying from Moscow.

周一，布伦特原油期货价格徘徊在每桶66美元以下，延续了前一交易日的跌幅，因为市场关注的是美国总统唐纳德·特朗普和乌克兰总统弗拉基米尔·泽连斯基在华盛顿举行的旨在推进与俄罗斯和平协议的会议。会谈还将包括欧盟委员会主席乌尔苏拉·冯德莱恩、法国总统埃马纽埃尔·马克龙和北约秘书长马克·吕特。特朗普表示，在周五与俄罗斯总统弗拉基米尔·普京进行讨论后，他将敦促泽连斯基同意迅速解决，讨论的重点是莫斯科要求乌克兰割让领土。他还表示，对俄罗斯和购买其石油的国家实施惩罚的紧迫性不大，这软化了他在阿拉斯加峰会上早些时候的立场。本月迄今为止，油价下跌了10%以上，也受到特朗普关税和欧佩克+供应增加对经济影响的担忧的压力。

Brent crude futures hovered below $66 per barrel on Monday, extending losses from the prior session as markets focused on the meeting in Washington between US President Donald Trump and Ukrainian President Volodymyr Zelenskiy aimed at advancing a peace deal with Russia. The talks will also include European Commission President Ursula von der Leyen, French President Emmanuel Macron, and NATO Secretary General Mark Rutte. Trump said he would press Zelenskiy to agree to a quick settlement following his Friday discussions with Russian President Vladimir Putin, which centered on Moscow’s demand for Ukraine to cede territories. He also signaled little urgency in imposing penalties on Russia and countries purchasing its oil, softening his earlier stance during their summit in Alaska. Oil prices have fallen more than 10% so far this month, pressured as well by concerns over the economic fallout from Trump’s tariffs and rising OPEC+ supply.