经济学家警告称美经济处于“衰退边缘”
Sou Hu Cai Jing·2025-08-06 09:55

Group 1 - The U.S. labor market is showing signs of weakness, with July non-farm payrolls significantly below market expectations and downward revisions to May and June data, indicating the economy is on the brink of recession [1][3] - Moody's chief economist Mark Zandi attributes the economic difficulties to increasing tariffs and restrictive immigration policies, which are eroding corporate profits and household purchasing power [3] - Inflation remains above the 2% target, making it challenging for the Federal Reserve to implement interest rate cuts to reverse the economic downturn [3] Group 2 - Major international financial institutions have warned investors to prepare for a decline in U.S. stock prices due to deteriorating economic data [5] - Deutsche Bank analysts indicate that U.S. stocks face short-term downside risks, while Morgan Stanley's Mike Wilson predicts a potential 10% correction in the S&P 500 index this quarter [7] - Evercore ISI analyst Julian Emanuel forecasts a possible 15% drop in the S&P 500 index, reflecting concerns over the impact of tariff policies on consumer wallets and corporate balance sheets [7]

经济学家警告称美经济处于“衰退边缘” - Reportify