美国商务部26日公布的最终修正数据显示，2025年第一季度美国国内生产总值(GDP)环比按年率计算萎 缩0.5%，较此前公布的初次估值和修正值明显下调。美国商务部表示，这一数据主要反映消费者支出 和出口数据的下调。具体来看，一季度进口环比增幅下调至37.9%，出口增幅下调至0.4%，净进口对一 季度GDP拖累近4.7个百分点。受服务数据下调影响，占美国经济总量约70%的个人消费支出对一季度 GDP的贡献下调至约0.3个百分点。分析人士认为，美国一季度经济萎缩主要是由于美国关税政策导致 进口大幅增加，关税对通胀的影响是下一步关注重点。美国商务部通常会根据不断完善的信息对季度经 济数据进行三次估算。(新华社) ...

美联储主席鲍威尔：美国经济表现优于其他国家，这意味着利率将会比其他国家更高。 ...

美联储柯林斯：美国经济整体稳健。 ...

摩根大通调查：美国中型市场企业领导者展现韧性，尽管对美国经济的乐观情绪有所下降。 ...

美联储巴尔：由于关税，通胀率将上升。美国经济基础稳固，失业率低且稳定，通胀仍在持续回落。 ...

Core Viewpoint - The Federal Reserve's Williams stated that the US economy is in a good state, with a strong labor market, and that a moderate tightening of monetary policy allows for the examination of new data [1] Economic Conditions - The US economy is characterized as being in a good state, indicating overall economic stability and growth potential [1] - The labor market remains robust, suggesting low unemployment and strong job creation [1] Monetary Policy - A moderate tightening of monetary policy is being implemented, which provides flexibility to assess incoming economic data [1]

美联储哈玛克：美国经济势头强劲，就业市场到目前为止也很稳定。 ...

Group 1 - Federal Reserve Chairman Powell signals resistance to calls for interest rate cuts in July, stating that the U.S. economy remains "solid" despite uncertainties from Trump's trade war and other policy changes [1][4] - Following Powell's testimony, U.S. short-term interest rate futures slightly declined, indicating reduced expectations for an early rate cut by the Federal Reserve [1] - Powell acknowledges that while the impact of tariffs may be milder than previously predicted, he emphasizes that tariff increases could raise prices and dampen economic activity [4][5] Group 2 - Fed officials Waller and Bowman express support for a rate cut in July, citing recent inflation data showing that the impact of Trump's tariffs on prices is less than expected [3] - Powell's term as Fed Chairman will end in May 2026, and he faces criticism from President Trump for maintaining current interest rates, with Trump calling for a reduction of up to 3 percentage points [4] - The current target range for the Fed's benchmark interest rate is 4.25%-4.5%, which is considered restrictive and above the neutral level that neither restricts nor stimulates growth [6]

长期通胀预期与2%目标一致。 政策变化对经济的影响仍不确定。 关税可能推高物价并拖累经济。 美联储主席鲍威尔：最终的关税水平将决定其影响。 美国经济和劳动力市场依然稳固。 通胀显著缓和，仍在一定程度上高于目标。 ...

美国总统特朗普：美国经济和劳动力市场仍然保持稳健。 ...