McKinsey & Company 全球经济 Intelligence 关键趋势和风险 2024 年 8 月发布(数据截止 2024 年 7 月) 订阅 保密和专有 任何未经麦肯锡公司具体授权的使用都是严格禁止的。 免责声明 本报告旨在展示麦肯锡公司的广泛能力。未经麦肯锡公司的明确书面同 意，不得在客户组织之外 circulation、引用或复制任何部分内容进行分 发。 我们还建议，在首次咨询麦肯锡联系人之前，不要将其内容用于关 键决策。麦肯锡公司不对您或您的公司基于本报告的使用而做出的 任何决策负责或承担任何责任。 2 麦肯锡公司 · 由于高消费价格继续影响消费者 ,整体消费者信心下降。 · 除巴西外，消费者支出全面放缓。 · 制造业在 2024年首次出现收缩 ,而服务业继续稳定增长。 · 制造业增长在中国和美国首次于2024年出现停滞；该行业在欧元区仍处于收缩状态。 · 由于主要经济体在 7月份继续增长 ,服务业仍然是全球经济地图上最亮点。 · 经济增速加快,主要受工业生产增长的推动,也在一定程度上得益于资本市场的增长。 · 6月份世界贸易量增长 0.7%， 受发达经济体所有贸易流量增长的推动。 · 随 ...

India’s central bank will consider cutting interest rates further if inflation falls below its projection or growth comes under pressure in Asia’s third largest economy, Governor Sanjay Malhotra says https://t.co/m7Ruy3x0AX ...

Economic Resilience - China's economy demonstrated resilience in the first half of the year [1] - The economy remains on track to meet its official growth target for the year [1] External Factors - The economy's performance occurred despite President Trump's tariff assault [1]

Market Trends - Fund managers are increasing investments in risky assets due to optimism about economic growth and strong corporate profits [1] Survey Findings - Bank of America conducted a monthly survey indicating this trend [1]

Economic Outlook - Eastern European economies' outlook is deteriorating [1] - US tariff hikes are contributing to the deteriorating outlook [1] Institutions - The European Bank for Reconstruction and Development (EBRD) reports on the deteriorating outlook [1]

Group 1 - The S&P 500 continues to rise despite macroeconomic challenges such as tariffs, U.S. government debt concerns, and geopolitical tensions, indicating a strong market performance [1] - Large-cap companies are resuming high valuations, which raises caution among analysts regarding the sustainability of this market trend [1] - Analysts recommend investors to rotate their investments in light of the current market conditions [1] Group 2 - Gary Alexander has extensive experience in technology sectors, having worked on Wall Street and in Silicon Valley, which informs his insights into current industry trends [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating his influence and recognition in the investment community [1]

These Economic Forces Could Help Lift Bitcoin Higher► https://t.co/Nraw9tsPaF https://t.co/Nraw9tsPaF ...

7月15日上午，重庆直飞巴里坤的华夏航空（002928）G54215航班在新疆哈密市巴里坤县平稳落地，标 志着巴里坤大河机场正式通航，成为新疆投运的第28个运输机场、第2个高原机场。巴里坤大河机场飞 行区等级指标4C，总投资6.93亿元，本期新建1条长3000米、宽45米的跑道，主降方向设置Ⅰ类精密进 近系统；建设4000平方米的航站楼、5个机位站坪、1座塔台和800平方米的航管楼；配套建设空管、供 油、供电、消防救援等设施。巴里坤大河机场的建成投运，将进一步完善新疆航空运输网络，改善地区 交通条件，助力地区综合交通运输体系建设，有效推动交通运输与旅游产业、能源产业融合发展，促进 巴里坤县及周边地区区域经济和特色产业发展，同时在落实"旅游兴疆"战略、助力乡村振兴等方面发挥 重要作用。(央视新闻) ...

China’s economic growth exceeded Beijing’s full-year target in the second quarter, as strong exports to markets outside the US helped sustain production https://t.co/MdZ5HsTAqm ...

China growth slows as trade turmoil weighs on economy https://t.co/jSqHTGl6W7 ...