林幽沃：欧盟与日本联手对抗美国老大哥
特朗普所引发的贸易问题依然未能得到结局，加收关税的措施已经有初步的落地，在征收欧盟钢铝关税以及推出TPP协议等措施后，作为一直跟随老大哥的日本和欧盟开始联手抱团取暖。在本周初，日本和欧盟签署了一个具有反保护主义贸易意义的协议，取消双方贸易产品的关税，包括八年内取消针对日本汽车10%的进口关税，打造全球最大的贸易开放区。
这与美国总统特朗普上调美国贸易伙伴进口商品关税的做法正好相反。该协议覆盖了全球经济总量的1/3，以及超过6亿人的市场。欧盟与日本的抱团取暖行为无疑是在对美国加征关税提出抗议。欧盟与日本的领导人称未来将各领域上加强合作，该合作无疑是在对“保护主义”的反抗。
根据这项协议，欧盟取消了日本商品近99％的关税，而日本取消了欧盟商品近94%的关税，这一比例未来也将升至99%。尽管双方仍存在分歧，日本与欧盟在汽车领域上一直以来都是对手，但在其他领域上双方都得到了共识。
日本首相安倍称，该政策有助于日本经济走出停滞的状态，在欧盟取消了对日本大部分关税的情况下，日本出口上得到更大的渠道，这对于严重依赖出口的日本来说无疑是一重大利好消息。但欧盟表示，日本消费者一向都青睐欧洲产品，签署该协议亦有助于欧盟的日产消费品出口。
大田环球贵金属林幽沃表示，欧盟与日本签署协议是抱团对抗美国保护主义的重要里程碑，未来有望更多国家会进行抱团行为。在达到一定的数量时，市场风向会随即变化，导致美元走弱。从周期性来看，目前美国经济复苏领先于全球，当非美国家在贸易上抱团后，美国经济的复苏有可能会放缓，他国有紧接追赶的机会。
本文来源： 大田环球贵金属
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