在纽约，道琼斯指数下跌257点。耐克（-1.76%）、宣伟（-1.58%）和卡特彼勒（-1.42%）领跌。涨幅最大的是麦当劳（1.34%）、英伟达（1.27%）和亚马逊（0.94%）。

In New York, the Dow Jones Index is falling 257 points. Losses were driven by Nike (-1.76%), Sherwin-Williams (-1.58%) and Caterpillar (-1.42%). Biggest rises came from McDonalds (1.34%), Nvidia (1.27%) and Amazon (0.94%).

周五，标准普尔500指数下跌0.5%，纳斯达克指数下跌0.3%，此前一天收于历史高点。此外，道琼斯指数下跌近300点，投资者权衡特朗普政府再次发出的关税威胁。美国总统宣布从8月1日起对加拿大进口商品征收35%的关税，并表示计划对大多数其他贸易伙伴征收15%至20%的广泛关税，高于目前的10%。预计欧盟将很快收到适用关税税率的正式通知。与此同时，交易员们也在为下周财报季的开始以及包括CPI在内的关键经济数据做准备。所有行业均出现亏损，但材料和健康板块领跌。大型股涨跌互现，微软（-0.4%）、苹果（-0.8%）、Meta（-1.4%）、博通（-0.6%）、Alphabet（-0.3%）和特斯拉（-0.8%。本周，标准普尔500指数和纳斯达克指数变化不大，道琼斯指数下跌0.4%。

The S&P 500 lost 0.5% and the Nasdaq dropped 0.3% on Friday, after closing at a record high the day before. Also, the Dow Jones was down almost 300 points, as investors weighed renewed tariff threats from the Trump administration. The US President announced a 35% tariff on Canadian imports starting August 1st and signaled plans to impose broad-based tariffs of 15% to 20% on most other trading partners, up from the current 10% rate. The EU is expected to receive formal notice of the applicable tariff rates shortly. Meanwhile, traders are also bracing for the start of earnings season next week, along with key economic data, including the CPI. All sectors were in the red but materials and health led the losses. Megacaps were mixed, with Microsoft (-0.4%), Apple (-0.8%), Meta (-1.4%), Broadcom (-0.6%), Alphabet (-0.3%), and Tesla (-0.8%) in the red while Nvidia (0.6%) and Amazon (0.7%) traded higher. For the week, the S&P 500 and Nasdaq were little changed, while the Dow slipped 0.4%.

周五，美国10年期国债收益率上涨近4个基点，至4.39%左右，因为特朗普总统的新关税威胁加剧了市场紧张局势。总统宣布从8月1日起对加拿大进口商品征收35%的关税，并表示计划对大多数其他贸易伙伴征收15%至20%的广泛关税，高于目前的10%。本周早些时候，他还宣布对巴西进口商品征收50%的关税，并对铜征收类似关税，同时向其他几个主要贸易伙伴发出正式通知，进一步升级了政府的贸易攻势。与此同时，美国财政部220亿美元30年期债券和390亿美元10年期债券的拍卖需求强劲。在货币政策方面，市场继续押注美联储将在本月晚些时候保持利率稳定，预计到年底将降息25个基点。

The yield on the US 10-year Treasury note rose nearly 4 basis points to around 4.39% on Friday, as new tariff threats from President Trump fueled market tensions. The President announced a 35% tariff on Canadian imports starting August 1st and signaled plans to impose broad-based tariffs of 15% to 20% on most other trading partners, up from the current 10% rate. Earlier in the week, he also unveiled a 50% tariff on imports from Brazil and similar duties on copper, while sending formal notices to several other key trading partners—further escalating the administration’s trade offensive. Meanwhile, the US Treasury’s $22 billion auction of 30-year bonds and $39 billion in 10-year notes saw solid demand. On the monetary policy front, markets continue to bet the Fed will hold interest rates steady later this month, with two quarter-point reductions expected by year-end.

欧盟卡拉斯：美国关税谈判尚未取得成果，我们不想报复。欧盟官员此前曾表示，他们不希望收到关税函，但似乎他们会收到一封，特朗普也在一夜之间表示，“欧盟和加拿大将在今天或明天收到通知他们新关税税率的信件”。

EU's Kallas: No outcome yet in US talks on tariffs, we don't want to retaliate.The EU officials said previously that they didn't expect a tariff letter but it seems like they will get one as well as Trump said overnight that "EU and Canada would receive letters notifying them of new tariff rates today or tomorrow".