Global Economic Outlook - The UNCTAD warns that global economic growth is expected to slow from 2.9% in 2024 to 2.6% in 2025, highlighting the significant impact of financial market volatility on global trade, which may severely constrain the recovery prospects of developing countries [1] - The OECD maintains its global growth forecasts at 3.2% for 2024 and 2.9% for 2025, with the US and Eurozone growth rates projected at 2.0%/1.7% and 1.3%/1.2% respectively, while noting major downside risks such as increasing trade barriers and an AI investment bubble [1] AI Investment Risks - The Bank of England warns that the AI infrastructure investment boom, driven by debt financing, poses a risk of collapse in the context of currently high stock market valuations, which could threaten financial stability if the AI sector experiences a downturn [2] Inflation and Monetary Policy - Eurozone's November CPI rose by 2.2%, slightly above the market expectation of 2.1%, with core CPI remaining at 2.4%, indicating that the European Central Bank may maintain a tighter monetary policy for a longer period [3] - South Korea's November CPI increased by 2.4%, slightly above the expected 2.3%, while core CPI fell from 2.2% to 2.0%, with the Bank of Korea anticipating a gradual return to the 2% target range in the coming months [3]
国际金融市场早知道：12月3日
Xin Hua Cai Jing·2025-12-03 00:20