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英国经济二季度增速放缓至0.3% 财政大臣里夫斯面临严峻预算抉择
智通财经网· 2025-09-30 12:13
智通财经APP获悉,英国官方数据显示,2025年英国经济在年初表现强劲后,二季度增速有所放缓。这 一情况凸显出财政大臣蕾切尔·里夫斯(Rachel Reeves)在筹备11月年度预算时面临的挑战。英国国家统计 局(ONS)初步估算数据未作修正:2025年二季度国内生产总值(GDP)同比增长0.3%,低于今年一季度 0.7%的增速,且与路透社调查中经济学家的预期一致。 2024年全年经济增速维持1.1%不变,未作修正;不过,由于季度增长路径数据调整,截至2025年6月底的 全年GDP增速从1.2%上修至1.4%。若剔除人口增长(主要由高移民水平推动)的影响,截至2025年6月底 的全年人均GDP增长0.9%,而2024年人均GDP曾陷入停滞。 英国为G7集团上半年增速最快经济体 2025年上半年,英国经济增速在七国集团(G7)这一大型发达经济体阵营中位列第一。 然而,这一增长部分源于一次性因素——例如在美国进口关税生效前,英国出口出现短期激增。英国央 行预测,2025年全年经济增速将温和维持在1.25%。 "展望未来,今年下半年的经济形势将比上半年更严峻。"会计师事务所RSM UK首席经济学家托马斯·皮 尤(T ...
中经资料:巴基斯坦证券市场一周回顾(2025.09.15-2025.09.19)
Zhong Guo Jing Ji Wang· 2025-09-22 07:57
一、市场表现 二、重要新闻 (责任编辑:马欣) 1、巴基斯坦国家银行(SBP)货币政策委员会9月15日召开会议,宣布将政策利率维持在11%不变,这是自2025年6月来连续第三次维持现状。巴国家 银行发布的声明称,考虑到包括大规模制造业在内的经济指标所反映的通胀下降趋势,以及近期洪涝灾害导致短期宏观经济所出现的轻微恶化,委员会认为 维持物价稳定这一决策是合理的。 2、据巴基斯坦媒体《商业记录报》9月15日报道,受近期持续的洪水影响,该国经济前景,尤其是农业部门面临的形势有所恶化,巴基斯坦国家银行 (SBP)重新预估了该国2025至2026财年(2025年7月至2026年6月)的国内生产总值,预计增长率约为3.25%,较此前预测值下调了近一个百分点。 3、据巴基斯坦媒体《国民报》9月15日报道,现任政府任期的前16个月(2024年3月至2025年6月),该国月均新增债务超8173.75亿卢比,债务总额增 加了13.078万亿卢比,达到77.888万亿卢比。债务增长的大部分来自国内债务,增长了11.796万亿卢比,较过渡政府最后一个月(2024年2月)国内债务存量 增长了27.64%。外部债务增加了1.282万亿卢 ...
2025年二季度澳大利亚经常账户连续第9个季度出现赤字
Xin Hua Cai Jing· 2025-09-02 06:12
Core Viewpoint - Australia's current account deficit reached approximately AUD 13.654 billion in Q2 2025, marking the ninth consecutive quarter of deficit, but it was lower than market expectations of AUD 15.1 billion [1] Group 1: Current Account Deficit - The current account deficit for Q1 2025 was revised to approximately AUD 14.092 billion, showing a slight decrease in Q2 compared to Q1 [1] - The seasonally adjusted trade surplus in goods and services decreased from approximately AUD 4.305 billion in Q1 to about AUD 3.084 billion in Q2 [1] - The net primary income deficit reduced from approximately AUD 17.99 billion in Q1 to about AUD 16.781 billion in Q2 [1] Group 2: Trade Conditions - Australia's trade conditions, defined as the ratio of export prices to import prices, fell from 90.7 in Q1 to 89.8 in Q2 [1] - The decline in trade conditions was attributed to falling commodity prices, particularly for iron ore and coal [2] - The trade conditions decreased by 1.1% from Q1 and by 2.4% compared to Q2 of the previous year [2] Group 3: Investment and Imports - Increased inflows from overseas stock investments contributed to the reduction of the net primary income deficit to its lowest level since September 2021 [2] - Strong performance in imports of non-monetary gold and tourism services led to a decrease in the trade surplus for the quarter [2]
【环球财经】2025年二季度澳大利亚经常账户连续第9个季度出现赤字
Xin Hua Cai Jing· 2025-09-02 05:17
Core Points - Australia's current account deficit reached approximately AUD 13.654 billion in Q2 2025, marking the ninth consecutive quarter of deficit [1] - The Q2 deficit decreased from the revised Q1 deficit of approximately AUD 14.092 billion, and was lower than the market expectation of AUD 15.1 billion [1] - The trade surplus for goods and services fell from approximately AUD 4.305 billion in Q1 to about AUD 3.084 billion in Q2 [1] Group 1 - The net primary income deficit decreased from approximately AUD 17.99 billion in Q1 to about AUD 16.781 billion in Q2 [1] - Australia's trade conditions, defined as the ratio of export prices to import prices, declined from 90.7 in Q1 to 89.8 in Q2 [1] - The decrease in the current account deficit was primarily due to the reduction in the net primary income deficit, although the decrease in trade surplus negatively impacted the current account [1] Group 2 - Increased inflows from overseas stock investments contributed to the narrowing of the net primary income deficit to its lowest level since September 2021 [2] - Strong performance in imports of non-monetary gold and tourism services led to a reduction in the goods and services trade surplus [2] - The decline in trade conditions was attributed to falling commodity prices, particularly for iron ore and coal, with a 1.1% decrease from Q1 and a 2.4% decrease compared to Q2 of the previous year [2]
美财长发出重要信号:10月底前搞定贸易谈判,关税或会随时间缩减!
Sou Hu Cai Jing· 2025-08-11 00:36
Group 1: Trade Policy Insights - U.S. Treasury Secretary Bessent indicated that tariffs may be reduced if trade imbalances improve, likening them to "melting ice" [1][2] - The average tariff rate in the U.S. has reached 18.6%, the highest since World War II, following the implementation of new tariffs on imports from Japan [1] - The primary goal of the Trump administration's tariff policy is to "rebalance" the current account deficit, which is projected to be $1.18 trillion by 2024, the largest among major economies [1] Group 2: Trade Negotiations and Agreements - Bessent expressed optimism about completing trade negotiations with countries by the end of October [3] - The U.S. is using tariffs as a tool for diplomatic negotiations, particularly regarding Russia and India, with potential tariffs on Indian oil purchases reaching 50% [3] - The agreement with Japan is described as a "golden industrial partnership," with Japan agreeing to a 15% tariff and committing to a $550 billion investment plan [4] Group 3: Federal Reserve Leadership - Bessent is expected to play a key role in selecting the next Federal Reserve Chair, emphasizing the need for market trust and the ability to analyze complex economic data [6] - Concerns were raised about the independence of monetary policy, which is crucial for economic stability and inflation expectations [6] - Bessent highlighted the importance of maintaining the dollar's status as a reserve currency through sound economic policies and attracting foreign direct investment [6]
制造业回流将削弱美国跨国公司竞争力
Group 1 - The U.S. government is threatening to impose a 100% tariff on imported semiconductor products, which reflects a strategy to encourage high-end manufacturing to return to the U.S. [1] - The tariffs are aimed at creating uncertainty in trade negotiations and are part of a broader strategy to reshape domestic supply chains and reduce reliance on foreign manufacturing [2] - The U.S. has been facing challenges such as a high trade deficit and increasing federal debt, prompting the need for structural changes in its economic policies [2] Group 2 - The proposed tariffs could lead to increased prices for imported goods, potentially raising inflation in the U.S. and complicating the manufacturing landscape [3] - The U.S. is seeking investments from allied countries in high-end manufacturing sectors, including semiconductors and pharmaceuticals, to bolster its domestic industry [2] - China's share of semiconductor exports to the U.S. is minimal, but the broader implications of tariffs could disrupt supply chains and impact U.S. competitiveness in global markets [3] Group 3 - China is focusing on expanding its domestic market and reducing reliance on the U.S. market, with exports showing a 7.2% year-on-year growth in July [4] - The trade value between China and the U.S. has decreased by 11.1% in the first seven months, indicating a shift in trade dynamics [4] - China's manufacturing sector is expected to strengthen its global position through innovation and leveraging its large domestic market [4]
英国央行行长贝利:通常上,存在巨大经常账户赤字的国家会面临最大的金融市场压力。
news flash· 2025-07-15 20:02
英国央行行长贝利:通常上,存在巨大经常账户赤字的国家会面临最大的金融市场压力。 ...
英国一季度经常账户赤字235亿英镑
news flash· 2025-06-30 06:17
Group 1 - The UK's current account deficit widened by £2.4 billion in the first quarter of this year, reaching £23.5 billion [1]
美国一季度经常账户赤字飙升至4502亿美元
news flash· 2025-06-24 13:02
Core Insights - The U.S. current account deficit surged to $450.2 billion in Q1, significantly higher than the revised $312 billion from the previous quarter, marking a record high [1] - The increase in the current account deficit is primarily attributed to a substantial rise in the trade deficit, driven by fluctuating trade policies and tariffs [1] Trade Data Summary - Exports rose by $21.1 billion to reach $539 billion, while imports skyrocketed by $158.2 billion to $1 trillion [1] - The surge in imports was mainly fueled by "non-monetary gold" and consumer goods, particularly pharmaceuticals and dental products [1] - The increase in gold imports blurred the lines between ordinary goods and investment products [1] - The growth in exports was largely driven by civil aircraft and computer-related products [1]
【环球财经】2025年一季度澳大利亚经常账户连续第8个季度出现赤字
Xin Hua Cai Jing· 2025-06-03 04:17
Core Points - Australia's current account deficit reached approximately AUD 14.663 billion in Q1 2025, marking the eighth consecutive quarter of deficit [1] - The adjusted current account deficits for the previous four quarters were approximately AUD 9.2 billion, AUD 15.7 billion, AUD 13.8 billion, and AUD 16.3 billion respectively [1] - The trade surplus decreased from approximately AUD 5.437 billion to AUD 5.197 billion, while the net primary income deficit reduced from approximately AUD 21.642 billion to AUD 19.4 billion [1] Trade and Economic Conditions - The trade conditions, defined as the ratio of export prices to import prices, increased from 91 to 91.1, indicating a slight improvement [1] - The decrease in the current account deficit was primarily attributed to the reduction in the net primary income deficit, although the decrease in trade surplus had a negative impact [1] - Commodity price declines, particularly in coal, have led to reduced profits for Australian mining companies from foreign direct investors, contributing to decreased income outflows [2]