智通财经APP获悉，美国6月商品贸易逆差缩减幅度超出预期，反映出随着特朗普政府关税政策生效前 抢购商品的势头减弱，进口量呈现普遍下降趋势。美国商务部周二公布的数据显示，未经通胀调整的商 品贸易逆差较上月收窄10.8%至860亿美元，这一数值低于对经济学家调查的所有预测值。 今年一季度，美国企业为赶在特朗普政府关税政策生效前大幅增加进口，导致当季净出口额占GDP比重 减少4.61个百分点，直接拖累经济环比年化萎缩0.5%。在最新贸易数据公布前，亚特兰大联储GDPNow 模型预测4-6月美国经济将增长2.4%，其中净出口预计贡献3.31个百分点。 除商品贸易数据外，最新经济指标预估报告显示，6月零售库存增长0.3%，创去年9月以来最大增幅， 主要受汽车经销商库存激增推动;批发商库存增长0.2%。 当前特朗普政府频繁调整的关税政策仍给制造业带来不确定性，尽管部分贸易伙伴已达成协议，但仍有 国家需在周五最后期限前与美方达成共识，否则将面临关税大幅上调风险。 特朗普政府将关税作为刺激国内生产、推动出口增长、减少贸易逆差、增加财政收入及强化国家安全的 核心战略。值得一提的是，更完整的6月贸易数据(含服务业账户余额)将于8 ...

印尼经济部报告：印尼下半年GDP预计同比增长5.4%。 ...

Group 1 - The core viewpoint of the article is that Indonesia's economy showed a year-on-year GDP growth of 4.9% in the second quarter [1] Group 2 - The report highlights the economic performance of Indonesia, indicating a steady growth trajectory despite global economic challenges [1] - The GDP growth rate reflects the resilience of key sectors within the Indonesian economy, contributing to overall economic stability [1] - The data suggests potential investment opportunities in Indonesia as the economy continues to expand [1]

西班牙第二季度GDP同比增长0.7%，预估为0.6%。 ...

智通财经7月29日电，西班牙第二季度GDP同比增长2.8%，预估为2.5%。西班牙第二季度GDP环比增长 0.7%，预估为0.6%。 ...

Economic Overview - In the first half of 2025, China's GDP grew by 5.3% year-on-year, ranking among the top major economies globally [1] - The per capita disposable income for residents reached 21,840 yuan, also reflecting a nominal growth of 5.3% compared to the same period last year [1] - The Consumer Price Index (CPI) showed a slight decline of 0.1% year-on-year, indicating a stable yet decreasing trend in domestic prices [1] Real Estate Market Changes - The real estate market continued to experience a decline in both volume and price, with new residential sales area down by 3.5% and sales value down by 5.5% in the first half of 2025 [5] - A significant change in housing prices is expected, with a divergence in price trends across different cities; cities with previously larger declines may see a slowdown, while major cities like Shanghai and Shenzhen may face further price drops [5] - The pre-sale system for commercial housing is anticipated to be gradually abolished, with an increase in the proportion of completed homes for sale, allowing buyers to view properties before purchasing [7] - The government plans to accelerate the market entry of affordable housing, aiming to provide 6 million units over the next five years, which will likely reduce costs for buyers and exert downward pressure on market prices [7] Automotive Market Dynamics - The automotive market is experiencing a price reduction trend, with many brands reducing prices by 20,000 to 30,000 yuan for mid-range vehicles and up to 90,000 yuan for luxury cars [9] - Factors contributing to this price reduction include an influx of new energy vehicles, increased competition from tech companies entering the automotive sector, and a decline in demand due to reduced middle-class incomes [9] Banking and Savings Landscape - Concerns are rising that holding cash may become less valuable due to excessive money supply, with M2 reaching 326 trillion yuan, over twice the GDP of 2024 [11] - Despite a slight decline in CPI, the economy is currently experiencing deflation rather than inflation, as excess money is not circulating into the economy [11] - Although deposit rates have fallen to historic lows, further declines are expected to be limited, as extremely low rates may lead to significant withdrawals from banks, increasing financing difficulties [13]

预计2025年GDP增长1%-2%，此前预计增长1%-2%。 俄罗斯央行：预计2025年年底通胀率为6%-7%，此前预计7%-8%。 ...

Core Viewpoint - Fitch Ratings has downgraded the outlook for approximately one-quarter of U.S. industries to "deteriorating," citing increased uncertainty and risks of economic slowdown in the U.S. [1][3] Trade and Tariff Policies - The uncertainty surrounding the trade and tariff policies of the Trump administration is a primary reason for Fitch's warning [2][4][5] - The U.S. is facing complex trade negotiations with the EU and India, with significant variables affecting outcomes [2][11] - The EU has approved counter-tariffs on U.S. products worth €93 billion, indicating a strong response to U.S. trade policies [2][17] Economic Projections - Despite a slight increase in the GDP growth forecast for 2025 from 1.2% to 1.5%, Fitch expects the momentum of U.S. GDP growth to slow down within the year [7][10] - The U.S. government deficit is projected to remain above 7% of GDP, with the debt-to-GDP ratio expected to rise to 135% by 2029 due to recent tax and spending legislation [6][8] Impact on Consumers and Inequality - The "Big and Beautiful" Act is anticipated to exacerbate income inequality, with the poorest Americans losing approximately $1,600 annually, while wealthier households could see an increase of $12,000 in average annual income [9]

路透调查：英国2025年GDP增长预计平均为1.1%，2026年为1.2%（6月调查为1.0%和1.2%）。 ...

Economic Overview - Chengdu's GDP for the first half of the year reached 1210.82 billion yuan, with a year-on-year growth of 5.8% at constant prices [1] - The primary industry added value was 18.67 billion yuan, growing by 2.7%; the secondary industry added value was 326.74 billion yuan, growing by 5.3%; and the tertiary industry added value was 865.42 billion yuan, growing by 6.0% [1] Agricultural Performance - The production of garden fruits, tea, vegetables, and edible fungi increased by 6.3%, 5.3%, 3.0%, respectively [1] - The number of pigs slaughtered reached 1.993 million, with pork production at 158,000 tons [1] Industrial Growth - The added value of Chengdu's industrial economy grew by 7.8% year-on-year [1] - State-owned enterprises saw a 4.9% increase in added value, while private enterprises experienced a 10.4% growth [1] - Among 37 major industries, 25 reported positive growth, with notable increases in non-ferrous metal smelting and rolling (41.7%), automobile manufacturing (23.6%), and computer communication and other electronic equipment manufacturing (17.3%) [1] - High-tech manufacturing industries showed a 12.1% increase in added value [1] - Production of new energy vehicles, smartwatches, and lithium-ion batteries surged by 352.2%, 119.2%, and 45.8%, respectively [1] Service Sector Performance - The added value of the service industry grew by 6.0% year-on-year [2] - The rental and business services sector and information transmission, software, and IT services both increased by 10.7% [2] - The transportation, warehousing, and postal services sector grew by 7.4% [2] Consumer Market Trends - Chengdu's consumer price index (CPI) rose by 0.3% year-on-year [2] - Fixed asset investment increased by 6.0%, with the primary industry investment growing by 15.3% and secondary industry investment by 40.7% [2] - The total retail sales of consumer goods reached 562.23 billion yuan, with a year-on-year growth of 6.1% [2] - Notable growth in retail categories included communication equipment (64.5%), household appliances (34.5%), and cultural office supplies (20.4%) [2] - New energy vehicles saw a retail growth of 21.0% [2]