Economic Indicators - U S Q2 核心 PCE 初值增长 25% 预期为 23% 前值为 35% [1] - 实际 GDP 增长 3% 预期为 24% 前值为 -05% [1]

Wow.The US economy’s GDP number came in at 3%.Significantly higher than economists predicted.An economic boom is upon us. ...

Breaking: The U.S. economy returned to growth last quarter, with GDP increasing at a 3% annualized rate, largely due to trade swings https://t.co/uoElXBBB6u ...

Economic Indicators - US Q2 Core PCE price index (年化季度环比初值) 为 2.5%，低于预期的 2.3%，前值为 3.5% [1] - US Q2 实际 GDP (年化季度环比初值) 为 3%，高于预期的 2.4%，前值为 -0.5% [1]

每经AI快讯，7月30日，德国第二季度未季调GDP同比持平，预期增长0.1%，前值为下降0.20%。 ...

RT Daniel Priestley (@DanielPriestley)Billionaire hedge fund manager @RayDalio has said the UK is in a debt doom loop.The government has 101% of debt to GDP ratio. It spends 45% of GDP. It borrows to pay interest payments. This is wildly unsustainable and irresponsible.The doom loop bit happens when the government raises taxes to fund debt, higher taxes reduce growth, reduced growth reduces investment, reduced investment causes wealth creators to leave and the 1% who pay 30% of the taxes pull away from the ...

当前经济格局呈现矛盾特征：二季度GDP或现技术性反弹，但全年增速预计从2024年的2.8%骤降至 1.5%甚至更低;约60%的进口商品仍未被贸易协议覆盖，实际关税水平创上世纪30年代以来新高。 消费与投资表现印证经济内生动力不足。作为占经济比重超三分之二的消费支出，在经历一季度几乎停 滞后预计仅温和回升;企业设备投资更可能延续疲软态势。与此同时，尽管《大而美法案》消除了部分 财政政策不确定性，但其减税与支出条款被预计将使美国联邦债务再增3.4万亿美元，十年间仅推动实 际GDP年均增长0.5%，政策效益遭质疑。 劳动力市场成为关键观察点。斯威特强调，只要裁员规模未显著扩大，经济或可勉强维持下半年增长， 这也降低了美联储短期内降息的紧迫性。市场普遍预期，在6月维持利率区间4.25%-4.50%后，美联储下 一次降息可能推迟至12月。 洛约拉马利蒙特大学教授孙元文指出，尽管人工智能等技术进步可能提升生产力，但移民政策收紧导致 劳动力增长放缓，单靠技术进步难以支撑经济增长。 尽管美国商务部即将公布的第二季度GDP初值可能显示经济反弹，但贸易政策扰动与结构性疲软正掩盖 真实增长动能。据一份对经济学家的调查显示，在经历第 ...

【环球网财经综合报道】据彭博社等外媒报道，美国商务部当地周二公布的数据显示，6月商品贸易逆 差较上月收窄10.8%，至860亿美元。 值得注意的是，美国制造商仍在应对不断变化的关税政策带来的不确定性。虽然部分贸易伙伴已达成协 议，但其他国家若无法在周五最后期限前达成协议，将面临大幅加税风险。 更完整的6月贸易数据，包括服务业账户余额等，将于当地时间8月5日公布。 具体来看，6月美国进口总额下降4.2%至2642亿美元，其中消费品进口降至2020年9月以来最低水平， 工业用品进口创2021年以来新低，汽车进口也出现下滑。出口方面，6月商品出口小幅下降0.6%。 贸易数据改善促使部分经济学家上调了对美国第二季度GDP的预估。他们预测年初压低GDP的贸易扭曲 现象有望在最近一个季度得到扭转。 ...

Market Overview - The S&P 500 and Nasdaq reached intra-day record highs but closed in the red, with the Dow down 204 points (-0.46%), S&P 500 down 18 points (-0.30%), Nasdaq down 80 points (-0.38%), and Russell 2000 down 13 points (-0.61%) [1] - Trade deals are progressing but lack the strength to drive the market higher, with Q2 earnings showing some weaknesses outside of Big Tech [2] Federal Reserve Policy - A new announcement on Fed policy is expected, with the current interest rate of 4.25-4.50% likely to remain unchanged for the fifth consecutive FOMC meeting [3] - Some analysts anticipate dissent among Fed members regarding the need for rate cuts despite current unemployment at +4.1% and inflation at +2.7% [3] Earnings Reports - **Starbucks (SBUX)**: Reported Q3 earnings of $0.50 per share, missing the consensus of $0.65, attributed to a one-time charge of $0.11. Revenues were $9.50 billion, exceeding expectations of $9.30 billion. Same-store sales fell -2% compared to a -1.3% consensus [4][5] - **Visa (V)**: Reported earnings of $2.98 per share, beating expectations of $2.86, with revenues of $10.2 billion surpassing the $9.87 billion forecast. Despite strong performance, shares fell -3% in after-hours trading [6] - **Booking Holdings (BKNG)**: Reported Q2 earnings of $55.40 per share, exceeding the $50.59 estimate, with revenues of $6.8 billion above the $6.56 billion consensus. Gross bookings reached $46.7 billion [7] - **Mondelez (MDLZ)**: Reported earnings of $0.73 per share, beating estimates by $0.05, with revenues of $8.98 billion exceeding the $8.88 billion expectation. The company faced challenges from rising cocoa prices and tariffs [8] Upcoming Market Events - The earnings season is expected to peak with reports from major companies like Microsoft and Meta Platforms, along with others such as Ford and Qualcomm [9] - Private-sector payroll data from ADP is anticipated, with a consensus of +64K jobs for July, following a previous decline of -33K [10] - Q2 GDP is projected to rebound to +2.3% from Q1's -0.5%, influenced by tariff policies and economic outlook improvements [10]

After the big tariff announcement, something happened that shocked economists. And it wasn't the stock market dropping. It was the value of the dollar dropping.Usually, in times of market turmoil, it increases because investors are flocking to the US for safety. That national debt was also one of the main reasons the US's credit rating was downgraded soon after. Congress spends more than it brings in through tax revenue.For 20 years, we've had a budget deficit. 2024's $1.8% $8 trillion deficit was added to ...