Global Economy Overview - The United States has maintained the largest GDP for over a century [1] - China's GDP has experienced rapid growth [1] Market Trends - The report identifies countries among the top 25 economies globally [1]

（文章来源：每日经济新闻） 每经AI快讯，8月15日最新公布数据显示，日本二季度GDP环比增0.3%，预期增0.1%；名义GDP环比增 1.3%，预期增1.4%。 ...

Oh boy. Treasury Secretary Scott Besson recently did an interview and he says tariff income is going to be over 1% of GDP. I I'd been saying 300 billion, but I think we're going to have to substantially revise that up.So well in excess 1% of GDP. And then with the new investment there, the sovereign investments that we talked about, but then in terms of the committed investment by private industry, we're well over 10 trillion. Regardless, whatever you think about the tariffs, whether they work or don't work ...

Group 1 - The Eurozone's GDP for the second quarter has been revised to a year-on-year growth of 1.4%, unchanged from the previous estimate [1]

Market Overview - FTSE 100 指数在英国 GDP 数据公布前保持稳定 [1] - 英镑汇率保持稳定 [1]

Core Viewpoint - Goldman Sachs predicts that U.S. consumers will bear an increasing burden of tariffs, with the cost expected to rise from 22% in June to 67% by October [2] Group 1: Economic Impact of Tariffs - Economists believe the maximum impact of tariffs on inflation has yet to be felt, with expectations of rising consumer inflation as inventory depletes and actual tariff rates increase from approximately 3% to 18% [1][4] - The tariffs could reduce GDP by 1% and increase inflation by 1% to 1.5%, with some effects already visible [4] - Monthly inflation increases are expected to be between 0.3% and 0.5%, pushing core inflation indicators to the 3% to 3.5% range [4] Group 2: Market Reactions and Predictions - Following Trump's criticism of Goldman Sachs, industry insiders noted that many economists with views contrary to the U.S. government's stance could face job losses [3] - The Blue Chip Economic Indicators report shows a slight increase in GDP growth forecasts for the second half of the year, now averaging 0.85% [5] Group 3: Inflation Trends and Concerns - Pantheon Macroeconomics forecasts core inflation to rise by 1 percentage point, reaching 3.5% by year-end, with only about 25% of the tariff impact currently passed to consumers [7] - BNP Paribas highlights upward pressure on service input prices, indicating that inflation concerns extend beyond goods [8] - The Cleveland Fed's sticky price CPI shows a three-month annualized rate of 3.8%, the highest since May 2024, suggesting persistent inflationary pressures [8]

Group 1: Economic Performance Overview - The GDP data for major global economies in the first half of 2025 shows the US leading with a total of $14.93 trillion, followed by the EU at approximately $10 trillion, and China demonstrating strong resilience with steady growth [1] - The US GDP grew by 1.9% year-on-year, with a nominal growth rate of 4.4%, and a significant rebound in Q2 with an annualized growth rate of 3%, reversing a contraction of 0.5% in Q1 [3] - The EU's GDP for the first half of 2025 was around $10 trillion, with a year-on-year growth of 1.4%, while the EU Commission revised its annual growth forecast down from 1.5% to 1.1% [8] Group 2: Challenges in the US Economy - The US economy faces several challenges, including a decline in consumer spending, which contributed only 0.98% to GDP growth, the lowest since the pandemic [5] - Business investment in non-residential fixed assets dropped significantly from 23.7% growth in Q1 to 4.8% in Q2, indicating a lack of confidence among companies [5] - The labor market appears robust, but the actual labor force participation rate has decreased to 62.3%, with nearly half of new jobs created by the government [5] Group 3: EU Economic Issues - Germany, as the economic engine of the EU, experienced a 0.4% year-on-year decline in GDP in Q1, while France's growth of 0.8% fell short of expectations [7] - The euro's share in international payments has dropped to 22%, raising concerns about the risk of some countries moving away from using the euro [7] Group 4: China's Economic Resilience - China's GDP for the first half of 2025 was 66.05 trillion yuan, approximately $9.2 trillion, with a year-on-year growth of 5.3%, making it one of the highest among major economies [10] - Consumer spending is gradually recovering, with retail sales increasing by 3.7% year-on-year, and service consumption rising by 7.5% [12] - Investment in high-tech manufacturing grew by 10.1%, with emerging industries like new energy vehicles and integrated circuits maintaining double-digit growth [13] Group 5: Future Outlook and Development Models - Each major economy faces unique challenges: the US must address issues related to tariff policies and debt, the EU needs to manage internal imbalances and geopolitical pressures, while China aims to stabilize growth and accelerate the establishment of a new development framework [15] - China's development model, focusing on quality and efficiency rather than aggressive stimulus, is seen as a potential reference for other developing countries amid a complex global environment [15]

Treasury Secretary Scott Bessent says tariffs will drive enough revenue to be more than 1% of GDP.Insane. https://t.co/D81KbiHbYC ...

as the best performing stock in the S&P 500 this year. With a strong week in the books, markets now turn their attention to the July CPI report coming out on Tuesday. Can the numbers derail the recent rally.Let's bring in Jack Stewart. He's the lead portfolio strategist at Natixis. Jack, great to have you with us.What are your expectations. Do we actually start seeing inflation from tariffs show up. >> You know I think if you look at the most recent prints that we've had, we're seeing signs of it starting t ...

Global Economic Trends - The former first world is largely becoming the descending world [2] - Much of the former third world is now the ascending world [2] - Edelman's numbers correlate with GDP figures and visible improvements in countries like Saudi Arabia, Malaysia, India, and China [1] Data Reliability - There are potential concerns regarding the accuracy of Edelman's numbers for specific regions, such as Nigeria and Kenya [1]