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国际锐评丨美英达成协议难解经济困局,美联储承认风险上升
2 1 Shi Ji Jing Ji Bao Dao·2025-05-09 10:45

Group 1 - The Federal Reserve maintained the short-term interest rate at 4.25% to 4.50%, aligning with market expectations, while acknowledging increased uncertainty in the economic outlook due to high unemployment and inflation risks [1] - The first quarter saw a significant 41.3% surge in imports, negatively impacting GDP growth, with net exports contributing to a -4.83% growth rate [2] - Many companies have suspended guidance on second-quarter revenue forecasts, indicating a more pessimistic view of the economy compared to Federal Reserve officials [2][3] Group 2 - The second quarter's GDP is critical, with a potential shift from positive to negative contributions from inventory, increasing the likelihood of economic contraction [3] - Employment figures appear strong, but there are concerns about the reliability of the data, as the actual experience of the public may differ from reported statistics [3][4] - The retail sector is facing challenges with inventory levels, as many businesses only have enough stock to last two months, raising concerns about inflation rebounding [5] Group 3 - The U.S. government’s trade negotiations are crucial, with recent agreements being largely symbolic and insufficient to address the urgent economic issues [5][6] - The upcoming Consumer Price Index (CPI) report will provide early insights into the impact of new tariffs on price trends [6]