Group 1 - The outlook for China's economy is becoming less pessimistic, with ING raising its 2025 GDP growth forecast from 4.5% to 4.7% [1][4] - Goldman Sachs has revised its forecast for China's GDP growth from 4.0% to 4.6% [1][4] - JPMorgan has also increased its forecast for China's 2025 economic growth from 4.1% to 4.8% [1][2] Group 2 - The reduction of tariffs between China and the US is expected to boost economic optimism, leading to a recovery in stock markets [1][5] - JPMorgan estimates that the average effective tariff rate in the US will decrease from 24% to 14%, resulting in a $300 billion "tax cut effect" [1] - Barclays has updated its outlook for the US economy, stating that a mild recession in the second half of 2025 is no longer the base case scenario [2][1] Group 3 - Goldman Sachs has raised its year-end target for the S&P 500 index from 5900 to 6100, citing the positive impact of tariff reductions on corporate earnings [5] - Yardeni Research has also increased its year-end target for the S&P 500 from 6000 to 6500 [5] - The S&P 500 index closed at 5892 points on May 14, reflecting a 4% increase compared to before the announcement of tariff reductions [5]
欧美金融机构纷纷上调中美经济增长预期