8月的第一个交易日，STOXX 50指数下跌1.1%，STOXX 600指数下跌0.8%，恰逢各国与美国达成贸易协议的最后期限。作为回应，特朗普总统宣布了一系列全面的关税。虽然基准税率保持在10%不变，与4月份征收的关税相匹配，但对某些国家的关税大幅增加，包括印度（25%）、加拿大（35%）和瑞士（39%）。总体而言，美国的平均关税率将从2024年的2%左右升至15%。在特朗普总统致函包括美国公司在内的17家制药商要求降低价格后，制药股也面临压力。诺和诺德下跌4.4%，诺华下跌0.9%，阿斯利康下跌3.6%。与此同时，安盛在报告净收入下降后下跌了6%，而戴姆勒卡车在下调关键预测后下跌了近6%。从更积极的方面来看，国际航空集团上涨1.8%，利润超出预期。
The STOXX 50 dropped 1.1% and the STOXX 600 declined 0.8% on the first trading day of August, which coincided with the deadline for countries to reach a trade deal with the US. In response, President Trump announced a series of sweeping tariffs. While the baseline rate remained unchanged at 10%—matching duties imposed in April—tariffs on certain countries were significantly increased, including India (25%), Canada (35%), and Switzerland (39%). Overall, the average US tariff rate will rise to 15%, up from around 2% in 2024. Pharmaceutical stocks also came under pressure after President Trump sent letters to 17 drugmakers, including US firms, demanding lower prices. Novo Nordisk fell 4.4%, Novartis declined 0.9%, and AstraZeneca dropped 3.6%. Meanwhile, Axa tumbled 6% after reporting a decline in net income, while Daimler Truck sank nearly 6% after cutting key forecasts. On a more positive note, International Airlines Group rose 1.8% as its profit exceeded expectations.
