GDP增长

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6月3日电, 南非第一季度GDP环比增长0.1%,预期为下降0.1%。
news flash· 2025-06-03 09:34
智通财经6月3日电, 南非第一季度GDP环比增长0.1%,预期为下降0.1%。 ...
印度2024年度GDP增6.5%,较上年度放缓
日经中文网· 2025-06-03 07:03
2024年10月消费者物价指数涨幅1年零2个月来首次超过6%,成为消费的负担。目前稳定在3%左右,消 费意愿有所恢复。 印度街头(资料图) 印度在2020年度陷入负增长,截至2023年度,需求的迅速恢复拉动了经济。2024年度,恢复了"通常"的 状态…… 印度政府5月30日公布的2024年度实际GDP(国内生产总值)同比增长6.5%。与新冠疫情后需求增长导 致增长率超过9%的2023年度相比有所减速,但仍保持坚挺。物价上涨的放缓使消费恢复,政府与民间 的投资也支撑了经济。 印度2025年1~3月的GDP同比增长7.4%,超出市场预期。与2024年10~12月增长6.4%相比,增速加 快。 2023年度的增长率从速报值的8.2%上调至9.2%。受新冠疫情引发的经济低迷影响,印度在2020年度陷 入负增长,截至2023年度,需求的迅速恢复拉动了经济。2024年度,疫情的影响几乎消失,恢复了"通 常"的状态。 从2024年度GDP的构成来看,从年度后半段开始,以食品为中心的物价上涨趋于稳定,占整体6成的个 人消费增长7.2%。 日经中文网 https://cn.nikkei.com 印度汽车工业协会(SIAM)的统 ...
高盛交易台:关于科技(Mag7, TSM, SPE, Kioxia & Memory)的思考
Goldman Sachs· 2025-06-02 15:44
市场洞察 - 重点报道 --- Market Insights - Marque e Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Thoughts on .. Tech (Mag7, TSM, SPE, Kioxia & Memory) 关于科技(Mag7、TSM、SPE、铠侠及 存储器)的思考 在同事休假期间代为⽀持销售⼯作,如有需要请告知 Backing up for our sales colleague while the y are out of office. Let me know if you need anything . Change of view on Hard data v Soft data . around six weeks ago, there was a conspicuous divergence between (surprisingly strong) hard data and (flagrantly weak) soft data. at that time, most folks (reasonably ...
分析师:经济数据不足以迫使加拿大央行降息
news flash· 2025-05-30 15:17
Core Viewpoint - The analysis suggests that the Canadian economy's 2.2% GDP growth in the first quarter does not indicate positive developments in the new tariff era, and it is insufficient to compel the Bank of Canada to cut interest rates on June 4 [1] Economic Growth Analysis - The 2.2% GDP growth was primarily driven by pre-tariff effects on exports and inventory accumulation, while domestic demand remains weak [1] - Continuous monitoring of second-quarter data is necessary to determine if there is further deterioration in domestic demand [1] Interest Rate Outlook - The analyst expects the Bank of Canada to maintain a "dovish hold" policy but anticipates potential rate cuts in July, October, and December if signs of economic weakness persist [1] - If consumer spending and investment do not improve, combined with trade policy uncertainties, the central bank may need to implement multiple rate cuts to stimulate the economy [1]
韩国央行行长李昌镛:如果没有建筑业的疲软,2025年GDP将增长1.7%。现在不太担心外汇对通胀的影响。韩国央行并不反对与韩元挂钩的稳定币。需关注来自银行业的与韩元挂钩的稳定币的影响。来自非银行业的稳定币可能会阻碍韩国央行的政策效应。
news flash· 2025-05-29 02:57
Group 1 - The Bank of Korea Governor Lee Chang-yong stated that without the weakness in the construction sector, GDP growth for 2025 would be 1.7% [1] - There are currently no significant concerns regarding the impact of foreign exchange on inflation [1] - The Bank of Korea does not oppose stablecoins pegged to the Korean won [1] Group 2 - Attention is needed regarding the impact of bank-related stablecoins on the Korean won [1] - Stablecoins from non-bank sectors may hinder the effectiveness of the Bank of Korea's policies [1]
金十整理:新西兰联储利率决议重点一览——有进一步降息的空间
news flash· 2025-05-28 02:54
金十整理:新西兰联储利率决议重点一览——有进一步降息的空间 5. 市场反应:利率决议公布后,纽元兑美元NZD/USD累计上涨约40点。 3. 利率预期:预计到2025年9月官方现金利率为3.12%(此前预测为3.23%);到2026年6月官方现金利 率将维持在2.87%(之前预测为3.1%);到2028年6月官方现金利率将维持在3.1%。有进一步适当降低 官方现金利率的空间,现金利率预期显示至少将再降息25个基点。 4. 经济前景:预计2025年第一季度GDP环比增长0.4%。经济中存在剩余产能;有能力应对国内外经济 形势的变化。海外关税政策和不确定性将减缓经济复苏。 1. 利率决议:新西兰联储将政策利率从3.50%下调至3.25%,为连续第六次降息,符合市场预期。委员 会讨论了维持利率不变或降息25个基点的选择方案,最终以5:1的投票比例同意降息。 2. 通胀预期:核心通胀率正在下降,通胀位于目标区间内。预计到2026年6月年度CPI将达到1.9%,低 于此前预测的2.2%。目前的形势表明,中期内通胀有望回归1%至3%目标区间的中位数水平。 ...
巴基斯坦政府:巴基斯坦在2024 - 2025财年第三季度实现了2.40%的增长;巴基斯坦修正后的第一季度和第二季度GDP分别为1.37%和1.53%。
news flash· 2025-05-20 09:29
巴基斯坦政府:巴基斯坦在2024 - 2025财年第三季度实现了2.40%的增长;巴基斯坦修正后的第一季度 和第二季度GDP分别为1.37%和1.53%。 ...
澳洲联储降息25个基点,就特朗普贸易战发出严厉警告
Jin Shi Shu Ju· 2025-05-20 05:14
Group 1 - The Reserve Bank of Australia (RBA) has lowered the policy interest rate by 25 basis points to 3.85%, the lowest level in two years, in response to declining domestic inflation concerns [1] - Australia's inflation rate has significantly decreased since peaking in 2022, with the latest overall inflation data projected to reach 2.4% by the first quarter of 2025, the lowest in four years [1] - The RBA anticipates that inflation will drop to around 2% by the end of 2026, below its baseline forecast of 2.6%, while GDP levels are expected to be over 3% lower than baseline scenarios by mid-2027 [1] Group 2 - The RBA acknowledges that the recent trade truce between the US and China has alleviated some downside risks to global growth, but warns of potential escalation into a broader trade war that could significantly impact domestic GDP growth and increase unemployment rates [2] - In a trade war scenario, the RBA predicts that Australia's unemployment rate could rise to nearly 6% if the US reinstates higher tariffs in 2026 and other countries retaliate [2] - The RBA believes that higher tariffs could have a counter-inflationary effect on Australia, although a prolonged trade war may exacerbate inflationary pressures due to increased tariffs affecting a larger share of global trade [2]