Group 1 - The National Bureau of Statistics (NBS) does not typically make predictions regarding GDP growth rates due to the inherent conflict of interest in being both a data producer and a forecaster [1] - The overall economic operation indicates that there is still relatively strong support for economic growth throughout the year [1]

Core Viewpoint - The Ethiopian Finance Minister forecasts an economic growth rate of 8.9% for the fiscal year 2025/26 [1] Economic Growth Forecast - The projected growth rate of 8.9% indicates a strong economic outlook for Ethiopia in the upcoming fiscal year [1]

国际货币基金组织预测2025年巴西经济增长2.3%。 ...

经合组织将印度2025-2026年的经济增长预测从6.4%下调至6.3%。 ...

智通财经6月3日电，经合组织将印度2025-2026年经济增长预测从6.4%下调至6.3%。 ...

美国总统特朗普在社交媒体上表示："民主党人启发并'控制'了国会预算办公室(CBO)，故意给了我们一 个极低的增长率，10年来只有1.8%。这是多么荒谬和不爱国啊！他们在2017年对我们做了同样的事 情，但我们实现的增长是其预测的两倍。他们最近发布的信息更加荒谬和站不住脚。我预测，我们的经 济增长将是他们有意'分配'给我们的(1.8%)3倍、4倍，甚至5倍。而且，只要我们实现最低预期的3%增 长，我们就能抵消我们的减税(实际上，这不会让我们花任何钱！)" ...

美国国会预算办公室（CBO）的1.8%增长预测非常保守。 我们将实现超过3%的增长。 白宫经济委员会主任Hassett：如果我们实现3%的增长，特朗普的减税法案就能自我覆盖成本。 ...

智通财经5月21日电，德国经济专家委员会将2025年经济增长预测从先前的0.4%下调至0.0%；预计德国 经济2026年增长1.0%。 ...

Group 1 - South Korea's exports have declined by 2.4% in the first 20 days of May compared to the same period last year, with a significant drop of 14.6% in exports to the United States [1] - The overall imports decreased by 2.5%, resulting in a trade deficit of $300 million [1] - The automotive sector, including cars and auto parts, saw exports drop by 6.3% and 10.7% respectively, while steel product exports fell by 12.1% [1] Group 2 - The semiconductor sector remains a strong performer, contributing to a 17.3% overall export growth for South Korea [1] - Political uncertainty ahead of the presidential elections is hindering efforts to reach a trade agreement with the U.S. [1] - Analysts suggest that unless a compromise on automotive tariffs is reached, pushing for an early agreement may be futile [2] Group 3 - A government-funded think tank has revised South Korea's economic growth forecast for 2025 down to 0.8% due to the impact of U.S. tariffs [3] - There is a low likelihood of reaching any trade agreement before the June elections, despite South Korea being one of the first countries to initiate trade talks with the U.S. [3]

科技股虽然曾一度大幅受压，但在美国市场中仍将继续扮演重要角色。DWS预期，科技股的表现将对 标普500指数的走势举足轻重。在企业债券方面，DWS亦偏好欧洲市场，特别是投资级别债券，因其风 险低于高收益债券，当市场风险上升时，收益差距可能再次扩大，对后者的价格造成更大压力。 关税措施与随之而来的不确定性及物价上涨，预料将于今明两年对大多数国家的经济增长构成压力。作 为关税战发动国，美国或需承受最大冲击。DWS已将美国2025年的经济增长预测由2.0%下调至1.2%。 至于欧元区，DWS亦把增长预测下调0.2个百分点至0.8%。 鉴于估值差距持续处于极高水平，同时投资者重新配置资产后，预料资金将从美国流向欧洲，目前欧洲 股市的前景较美国股市佳。DWS在重新调整预测后，将2026年3月泛欧指数Stoxx600的目标点数，由 570点轻微下调至550点。 DWS全球首席投资总监Vincenzo Vedda发布对市场与宏观经济及各资产类别的主要观点。市场预期特朗 普关税对经济的打击会较原先预计的温和，令股市于4月中下旬显著反弹。然而，美国政府目前转变频 繁的政治路线，势必会在经济增长及资本市场上留下明显影响。DWS将因 ...