贸易谈判进展 - 韩国首席总统政策顾问对最终确定与美国的贸易协议谈判表示乐观[1] - 美国财政部长表示两国接近达成最终协议 预计未来10天内将有宣布[3] - 韩国财政部长本周早些时候称谈判取得巨大进展 外交部长表示收到积极信号[2] 市场反应 - 韩国基准KOSPI股票指数上涨2.5%至历史新高[5] - 现代汽车股价飙升8.3%至一年高点 起亚汽车跃升7.2%[5] - 市场预期汽车关税将从25%削减至15% 这是7月协议中承诺的内容[5] 谈判关键议题 - 韩国关注外汇影响和3500亿美元投资方案的结构问题[4] - 韩国要求建立货币互换额度等保障措施 以防止货币市场受到影响[4] - 贸易官员表示美国已就外汇风险作出回应 但更大框架和协议文本仍需完善[5] 具体分歧点 - 韩国最高国家安全顾问澄清与美国财政部的货币互换讨论未取得进展[6] - 花旗经济学家报告指出达成部分妥协的可能性增加 需满足三个条件[7] - 条件包括快于预期的达成时间 3500亿美元总投资额不变 以及货币风险缓解措施形式[7] 谈判时间表 - 韩国寻求在10月底前达成协议 届时美国总统将访问韩国参加亚太峰会[3] - 谈判基于7月底达成的初步协议 目前正在进行后续谈判[2][4]

By Cynthia Kim, Yena Park and Jihoon Lee SEOUL (Reuters) -South Korea's trade talks with the Trump administration have become increasingly dogged by political doubts this week, spooking investors who now worry Seoul may end up with a raw deal or perhaps no deal at all. The Korean won broke through the psychologically important 1,400 to the dollar level on Thursday, seen by markets as authorities' line in the sand against bearish speculative bets and opening the way for further downside. The selling ga ...

Key TakeawaysU.S. stock markets, including the Dow, S&P 500, and Nasdaq, closed at fresh record highs on Friday, September 19, following the Federal Reserve's first interest rate cut of 2025, with futures remaining largely unchanged on Sunday.The UK is significantly altering its foreign aid strategy, reducing its aid budget to 0.3% of gross national income (GNI) by 2027 to prioritize defense spending and shifting towards an "advice instead of aid" model.South Korean President Lee Jae Myung has emphasized th ...