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渣打:上调美国今年经济增长预测至2.3%,预期美联储年内不会再降息
Sou Hu Cai Jing· 2026-01-30 06:23
Core Viewpoint - Standard Chartered's global research head Eric Robertsen forecasts global economic growth to maintain at 3.4% in 2026, consistent with 2025 levels, driven increasingly by domestic demand and fiscal policy [1] Economic Growth Projections - The U.S. economic growth forecast has been revised upward from 1.7% to 2.3% for this year [1] - New economic growth drivers are beginning to form, indicating a shift towards domestic demand and fiscal policy as key growth contributors [1] Monetary Policy Outlook - Inflationary pressures in the U.S. may limit the Federal Reserve's ability to further ease monetary policy, leading to expectations that there will be no interest rate cuts for the remainder of the year [1] - Policy uncertainties, the upcoming U.S. midterm elections, and the potential change in the Federal Reserve chair could impact investment sentiment and policy direction [1] Market Risks - The likelihood of extreme situations in global markets is increasing due to rising market risk factors, ongoing trade policy uncertainties, and expanding geopolitical risks [1]