GDP增长
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This is a 'very, very impressive' GDP report, says BofA Securities's Aditya Bhave
Youtube· 2025-12-23 14:18
Okay, let's uh let's keep doing this, Steve. It's it's pretty interesting. For more on all this data, I want to bring in uh Hyundai Yuba Yuva, uh senior US economist at BFA Securities.You're sitting there with Steve. What do you what do you what do you think of what you just heard. >> I think this is a very very impressive GDP report.As Steve correctly pointed out, 8% essentially nominal GDP growth. Consumer spending really beat expectations. This is pretty unusual.I mean we had the monthly data for July, A ...
U.S. economy grows by 4.3% in third quarter, much more than expected, delayed report shows
CNBC· 2025-12-23 13:43
A shopper carries a Hollister bag at a shopping mall in Dayton, Ohio, US, on Tuesday, Oct. 21, 2025.The U.S. economy grew at a much greater-than-expected pace in the third quarter, boosted by strong consumer spending, a delayed report released Tuesday showed. U.S. GDP expanded by 4.3% in the July-September period, the Commerce Department said in its initial reading of third-quarter growth. Economists polled by Dow Jones expect a gain of 3.2%.Consumer spending expanded by 3.5% in the third quarter after risi ...
马来西亚贸易顺差收窄引发增长隐忧,科技出口与投资成关键支撑
Sou Hu Cai Jing· 2025-12-22 07:23
Core Viewpoint - Malaysia's recent narrowing trade surplus raises market concerns, potentially impacting economic growth in Q4 2025 and dragging down the current account and overall GDP performance [1] Group 1: Trade and Economic Indicators - CIMB economists warn that the trend of a narrowing trade surplus may suppress economic growth in Q4 2025 [1] - In November 2025, Malaysia's capital goods imports surged by 56.8% year-on-year, indicating strong domestic fixed asset investment [1] - Despite external trade pressures, investment activities driven by domestic demand are providing significant economic support [1] Group 2: Sector Performance - The technology sector is in an upward cycle, with electrical and electronic product exports maintaining double-digit growth, which may help offset the downward risks from commodity price fluctuations [1] - CIMB maintains its GDP growth forecast for Malaysia at 4.5% for the entire year of 2025 [1] Group 3: Trade Resilience - Despite the short-term challenges posed by a narrowing trade surplus, CIMB believes that Malaysia's overall trade fundamentals remain resilient [1] - The increasing proportion of high-value-added products in the export structure and active manufacturing investment are seen as key drivers supporting mid-term growth [1]
马来西亚贸易顺差收窄引发增长隐忧 科技出口与投资成关键支撑
Xin Hua Cai Jing· 2025-12-22 05:19
联昌国际强调,科技领域正处于上升周期,电气与电子产品出口维持两位数增长,有望部分抵消大宗商 品价格波动带来的下行风险。基于上述因素,该机构维持对马来西亚2025年全年GDP增长4.5%的预测 不变。 尽管贸易顺差收窄带来短期挑战,联昌国际仍认为马来西亚整体贸易基本面具备韧性。出口结构中高附 加值产品占比提升,以及制造业投资活跃,被视为支撑中期增长的关键动力。 (文章来源:新华财经) 新华财经北京12月22日电马来西亚近期贸易顺差收窄现象引发市场关注。联昌国际(CIMB)经济学家 警示,这一趋势可能对2025年第四季度经济增长构成抑制,或拖累当季经常账户及整体GDP表现。 根据最新数据,2025年11月马来西亚资本品进口同比大幅增长56.8%,显示国内固定资产投资保持强劲 势头。分析指出,尽管外部贸易环境承压,但内需驱动的投资活动正为经济提供重要缓冲。 ...
波黑塞族共和国GDP实现连续增长
Shang Wu Bu Wang Zhan· 2025-12-20 04:24
波黑塞族共和国广电网12月19日报道。根据波黑塞族共和国统计局发布的数据显示,2020年至2024 年间,该实体GDP从111.3亿马克增长至172亿马克,实现连续增长。同期,人均GDP从2020年的9,797马 克(约5,707美元)提升至15,494马克(约8,572美元)。 受新冠疫情影响,2020年波黑塞族共和国的GDP实际增长率为-2.5%,较2019年有所下降;此后数 年一直处于正增长状态,2024年GDP实际增长率为3.1%。(驻波黑使馆经商处) (原标题:波黑塞族共和国GDP实现连续增长) ...
每日机构分析:12月18日
Sou Hu Cai Jing· 2025-12-18 10:41
Group 1 - ANZ forecasts Malaysia's GDP to grow by 4.5% in 2026, driven by strong domestic demand, AI-driven electronic exports, and prudent fiscal policies focusing on tax reform and spending restraint, with the ringgit expected to strengthen to 4.00 against the USD by year-end [1] - Maybank Securities predicts the Philippine peso may weaken in the second half of 2026 due to a stronger USD and ongoing domestic negative factors, including corruption scandals affecting government spending and foreign investment confidence, potentially leading to an additional 50 basis points rate cut by the central bank [1] - LPL Financial's chief economist suggests that current inflation above target is temporary, with demand cooling in the coming months expected to ease price pressures, providing relief for the market [1] Group 2 - Bank of America notes that tariffs are raising goods inflation while healthcare factors may lead to a slowdown in services inflation, potentially prompting the Federal Reserve to maintain rates in January [2] - Bank of America highlights India as a leading AI consumer market due to low data costs and a large young population, although local startups face increased competition from international giants [2] - Yuanta Bank's economist emphasizes that relying solely on non-core measures will not curb the depreciation of the Korean won, urging authorities to take substantial actions to stabilize the currency [2] Group 3 - Zerohedge reports that large withdrawals from JPMorgan are disrupting liquidity across the U.S., reminiscent of the 2019 repo market crisis, prompting the Federal Reserve to consider "light QE" measures [3] - State Street indicates that the recent weakness of the USD is primarily due to U.S. investors significantly reducing their overseas investment currency hedging, rather than foreign capital increasing U.S. asset holdings [3]
专家:2035年人均GDP完全可能达到2.3万美元
21世纪经济报道· 2025-12-17 05:35
马建堂列出了一组数据:以2024年我国人均GDP约1.35万美元为基础,假定到2035年人均 GDP达到2万美元(中等发达国家的门槛水平),需要增加6500美元,剩下的11年年均需增长 3.7%;若要达到2.3万美元(15个国家的平均水平),需要增加9500美元,剩下11年每年要增 长5%; 若再加码,到2035年人均GDP达到2.5万美元,需要增加1.15万美元,剩下11年平均 每年要增长5.7%。 "事实上,我国总人口已连续3年负增长,如果GDP能平均增长5%左右,人均GDP增长速度会 比5%更高一点。"马建堂表示,所以,不考虑汇率问题和未来11年出现大的通货膨胀问题,按 照目前和未来实际情况看,预测到2035年我国人均GDP达到2.3万美元是完全可能的,为此要 按照党中央规划的目标努力奋斗。 记者丨 冉黎黎 编辑丨李博 12月16日,"国是论坛:2025年会"在北京举行,论坛以"新格局·新动能"为主题。国务院发展 研究中心原党组书记马建堂在论坛上表示,如果GDP能平均增长5%左右,不考虑汇率问题和 未来11年出现大的通货膨胀问题,按照目前和未来实际情况看,预测到2035年我国人均GDP 达到2.3万美元 ...
阿根廷三季度GDP同比增长3.3%
Mei Ri Jing Ji Xin Wen· 2025-12-16 22:07
每经AI快讯,阿根廷三季度GDP环比增长0.3%,预期增长0.5%;同比增长3.3%,市场预期增长3.50%。 ...
制造业疲软影响 德国企业活动低于预期
Xin Lang Cai Jing· 2025-12-16 14:44
德国12月私营部门活动增速低于预期,制造业意外录得十个月来最差表现。 采购经理指数与近期德国制造业数据形成反差,后者曾描绘出更为乐观的行业前景。10月工厂订单激增 —— 尤其得益于涵盖飞机、船舶、火车及军用车辆的运输类订单跃升 —— 工业生产数据同样超出预 期。 责任编辑:刘明亮 德国12月私营部门活动增速低于预期,制造业意外录得十个月来最差表现。 S&P Global综合采购经理人指数从前月的52.4降至51.5。得益于服务业连续第四个月扩张,该指数仍保 持在50荣枯线之上。此前分析师预期该指数持平。 S&P Global综合采购经理人指数从前月的52.4降至51.5。得益于服务业连续第四个月扩张,该指数仍保 持在50荣枯线之上。此前分析师预期该指数持平。 汉堡商业银行经济学家Cyrus de la Rubia周二在声明中表示,"服务业正在使整体经济企稳,并有望为第 四季度GDP正增长作出显著贡献。"他将制造业现状形容为"一团糟"。 数据显示,在德国总理弗里德里希·默茨推动的基础设施和国防支出带动下,这个欧洲最大经济体明年 有望迎来复苏,目前仍在设法实现微弱增长。德国央行及其他预测机构预计,在欧洲央行早前降 ...