Jin Shi Shu Ju·2025-04-30 15:32Group 1 - Goldman Sachs significantly lowered the US Q1 GDP growth forecast to -0.8% due to an unexpected widening of the trade deficit in March, driven by increased consumer goods imports [1] - Morgan Stanley highlighted that uncertainty surrounding tariff policies and questions regarding the independence of the Federal Reserve may lead foreign investors to reduce their investments in the US [2] - Pantheon Macroeconomics indicated that the uncertainty from tariffs will limit any significant rebound in the French economy, projecting stagnation for the remainder of the year [3] Group 2 - ING reported that the euro has lost its status as a preferred alternative to the dollar, with most G10 currencies performing better than the euro recently [4] - ING also noted that news of potential reductions in auto tariffs by the Trump administration helped the dollar recover some of its recent losses [5] - Capital Economics stated that the impact of tariffs on the Eurozone economy is expected to intensify, with the economic sentiment index dropping from 95.2 to 93.6 in April [6] Group 3 - Deutsche Bank suggested that the European Central Bank should act more decisively to address increasing supply shocks and rising inflation [8] - Tianfeng Securities projected that the aerospace engine sector may stabilize and recover, with a significant portion of military electronic stocks held by active funds [9] - CITIC Securities reported that the implementation of new tax refund policies for departing travelers could boost domestic consumption, estimating a potential market space of nearly 100 billion [10]