中信证券:预计美国消费支出与私人投资增速或将继续面临下行压力



Core Viewpoint - The report from CITIC Securities indicates that while the U.S. GDP data showed a rebound in the second quarter, this was primarily due to a slowdown in imports following the implementation of tariffs, suggesting that the underlying structure of GDP growth is not ideal [1] Economic Indicators - The current core economic indicators in the U.S., including consumption and investment growth rates, reflect a deceleration in economic momentum [1] - It is anticipated that U.S. consumer spending and private investment growth rates will continue to face downward pressure due to the ongoing impact of Trump's tariff policies [1]