美国总统特朗普："美丽大法案"是关于经济增长的。如果通过，美国将迎来前所未有的经济复兴。赤字 将减半，将迎来创纪录的投资——现金、工厂、工作岗位涌入美国。 ...

Core Viewpoint - The Governor of the Belgian Central Bank, Pierre Wunsch, highlighted the risk of inflation in the Eurozone remaining persistently below the European Central Bank's (ECB) target of 2% due to a bleak economic growth outlook and multiple factors exerting pressure on inflation [1][2]. Group 1: Monetary Policy - Since June of last year, the ECB has cut interest rates by a total of 200 basis points to the current "neutral" rate of 2%, but Wunsch believes this level may be insufficient to address current challenges [1]. - He emphasized the necessity of providing additional policy support if economic recovery continues to be delayed and output remains below potential levels [1]. Group 2: Currency and Inflation Risks - The recent rise of the euro against the dollar to 1.18, the highest level since the end of 2021, has suppressed inflation and posed pressure on economic growth [1]. - Wunsch identified several risk factors contributing to downward pressure on inflation, including cheap imports, low energy prices, lack of tariff retaliation, a strong euro, and slowing wage growth [1]. Group 3: Economic Outlook - The ECB forecasts that inflation will remain below the target for 18 months starting from the third quarter of 2025, with expectations that it will only return to the 2% target level by early 2027 [1]. - Financial markets anticipate that the deposit rate may drop to 1.75% within this year [1]. - Despite these challenges, Wunsch expressed confidence in the resilience of the Eurozone economy and suggested that concerns about excessive rate cuts should not be overstated [1]. Group 4: Fiscal Policy - Wunsch specifically mentioned Germany's large-scale fiscal expansion plan, describing it as having "significant disruptive implications," and believes that countries capable of implementing fiscal stimulus will provide important boosts to the economy [2]. - Recent Eurozone Purchasing Managers' Index (PMI) data also showed some optimistic signs, further supporting his cautiously optimistic outlook on future economic developments [2].

Group 1 - Investors are shifting capital from the US to Europe due to concerns over US policies and the stability of the European market, with over $100 billion flowing into European equity funds this year, a threefold increase compared to the same period last year [1] - The influx of foreign direct investment in Germany has surged over 100% to €46 billion in the first four months of this year, marking the highest level since 2022, while many German companies have withdrawn investments from the US [1] - The European Central Bank's interest rate cuts and significant investments in infrastructure and defense spending are making Europe increasingly attractive to investors [2] Group 2 - Despite the attractiveness of European markets, there are warnings that the current investment enthusiasm may be fleeting, as Europe faces pressure to improve regulations and fulfill spending commitments [2] - The recent rebound in the US stock market is testing investor confidence in choosing Europe, with the S&P 500 index rising 10% in the second quarter, narrowing the gap with European markets [3] - Analysts suggest that while US stocks have strong balance sheet support, European investment themes are more speculative, depending on the actual implementation of infrastructure plans in countries like Germany [3]

美联储主席鲍威尔：经济增长稳健，劳动力市场稳固。 ...

印尼央行行长：预计2025年经济增长约为5%。 ...

印尼央行行长：我们需要付出额外努力以支持经济增长。 ...

国际货币基金组织：预计2025年瑞士经济增长1.3%。 ...

欧洲央行副行长金多斯：第二季度、第三季度经济增长将接近于零。 ...

Group 1 - The UK economy experienced its fastest growth since early 2024, with a GDP increase of 0.7% in Q1 2025, driven by a surge in real estate market activity and manufacturers increasing output in response to US import tariffs [1] - Household spending rose by 0.4%, supported by housing, household goods and services, and transportation, with March's growth rate revised up from 0.2% to 0.4% [1] - The real estate market saw a significant increase in transaction volume before the expiration of tax relief for specific homebuyers at the end of March, contributing to economic growth [1] Group 2 - Manufacturing performance was particularly strong, growing by 1.1% compared to Q4 2024 [1] - However, GDP fell by 0.3% in April, indicating that the strong growth in Q1 may not continue throughout the year [2] - Experts warn that despite encouraging Q1 economic data, future growth prospects remain uncertain due to a complex global economic environment and new US import tariffs that may challenge UK exporters [2]

欧洲央行副行长金多斯：第二季度和第三季度的增长将几乎持平。 ...