贝森特“剧透”：美国今年实际GDP增速将达到3%

Core Viewpoint - The U.S. is expected to close the year with a 3% real GDP growth despite the government shutdown, indicating optimism from the White House regarding the economic outlook [1][3][6]. Economic Growth - The U.S. economy has shown better-than-expected performance, with several quarters achieving 4% GDP growth [6]. - The Atlanta Federal Reserve's latest forecast indicates a 3.5% annualized GDP growth for the third quarter [7]. - The Bureau of Economic Analysis reported a contraction of 0.6% in GDP year-on-year for Q1 2025, followed by a growth of 3.8% in Q2 [5]. Consumer Sentiment and Inflation - The holiday shopping season has been described as "very strong," yet consumer sentiment remains low, with the University of Michigan's consumer confidence index at 53.3, down 28% from the previous year [4][8]. - Recent inflation data shows a 3% year-on-year increase in consumer prices, with household food costs rising by 3.1% [8]. - There is a notable disparity between inflation concerns and consumer confidence, as consumer spending accounts for nearly 70% of U.S. GDP [8]. Government Response to Economic Concerns - The Treasury Secretary attributes consumer concerns about affordability to media reports and states that the government is addressing inflation issues left by the previous administration [9]. - The Secretary expressed confidence that the U.S. will "move towards prosperity" in the coming year [9].