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美国贸易政策对全球经济影响巨大 巴克莱:今年或会放缓但不会衰退
BarclaysBarclays(US:BCS) 智通财经网·2025-06-17 08:17

Group 1: US Economic Outlook - The US economy is expected to slow down significantly due to uncertainties related to trade policies, with GDP growth forecasted to drop from over 2% to 1.4% by 2025 [2][3] - Inflation expectations have risen, with consumer prices projected to increase by 3.0%, up from a previous estimate of 2.5% [2][3] - The Federal Reserve is anticipated to lower interest rates to a neutral level of around 3%, which is not considered contractionary for the economy [4] Group 2: Eurozone Economic Prospects - The Eurozone's GDP growth forecast for 2025 has been revised down from 2.1% to 0.8%, largely dependent on Germany's ability to relax fiscal controls [5][7] - Germany's €500 billion infrastructure investment plan could potentially be a game-changer, although its benefits may take time to materialize [5][7] - The Eurozone's inflation is expected to remain below the European Central Bank's target, allowing for potential interest rate cuts in the latter half of 2025 [8] Group 3: UK Economic Situation - The UK economy is showing signs of stability and growth, with GDP growth forecasted at around 1% for 2025, down from a previous estimate of 1.5% [9][10] - Recent strong growth and private consumption have shifted the risk outlook positively for the remainder of the year [9] - Inflation remains complex, with short-term fluctuations expected, but a gradual easing in price increases is anticipated due to a loosening labor market [10]