花旗:全球经济展望-具韧性的全球增长- 但能持续多久
2025-06-23 02:09
Our forecast looks for softer global growth in the second half—The frontloaded purchases need to be "paid back," and the tariffs will eat into US household real income and spending power as they play more into US consumer prices. A broad set of countries including the United States, Canada, UK, China, the ASEAN-5, Brazil, and Mexico are all likely to see growth slow from last year's pace. Geopolitical and policy risks are front and center— At the moment, markets look to be pricing in a relatively moderate r ...