美国白宫国家经济委员会主任哈塞特:现在是美联储 “谨慎降息”的好时机,预计美联储下周将采取这一行动。预计政府关门的影响比预期的
Sou Hu Cai Jing·2025-12-05 13:26

Core Viewpoint - The current environment is seen as a suitable time for the Federal Reserve to consider "cautious rate cuts," with expectations for action in the upcoming week [1] Economic Outlook - The impact of a potential government shutdown is anticipated to be larger than previously expected [1] - A significant rebound in economic activity is projected for the first quarter [1] - If economic growth in the first and second quarters of next year is only 3%, it would be considered disappointing [1] Productivity and Technology - By 2026, productivity is expected to potentially reach 4% [1] - The development of the artificial intelligence economy is progressing at a faster pace than the internet economy in the 1990s [1] Trade and Legal Considerations - A ruling by the Supreme Court against tariffs could lead to significant disruption [1]