德拉吉痛批欧洲"自满"心态 德拉吉对欧洲一年来的表现表达了明显不满。 这位曾领导欧洲央行度过欧债危机的资深政治家在去年9月受欧盟委员会委托，制定了一份包含383项建 议的竞争力报告，旨在缩小欧洲与美国等全球竞争对手的差距。德拉吉表示： "我们的增长模式正在衰落，脆弱性不断增加，我们已经痛苦地意识到，不作为不仅威胁我 们的竞争力，也威胁我们的主权本身。" 欧洲央行前行长、意大利前总理德拉吉（Mario Draghi）警告称，由于欧盟总部和各成员国政府的"不作 为"，欧洲经济竞争力正在倒退。这一严厉批评距离他提出拯救欧洲竞争力的全面建议恰好一年时间。 9月17日，据英国金融时报消息，德拉吉周二表示，一年过去了，"欧洲处于更加艰难的境地"，增长模 式正在衰落，脆弱性不断增加。据布鲁塞尔智库欧洲政策创新委员会统计，在过去一年中，德拉吉提出 的383项建议中仅有11.2%得到实施。 欧盟委员会主席冯德莱恩（Ursula von der Leyen）承认，欧盟在推进竞争力议程方面缺乏"紧迫感"。她 指出欧盟单一市场远未完善，并呼吁加快推进被搁置的并购规则改革。 报道称，这一进展缓慢的现状正引发市场担忧。2025年第二季度 ...

Core Viewpoint - Jamie Dimon, CEO of JPMorgan Chase, criticized Europe's declining competitiveness compared to the US and Asia, highlighting a significant drop in Europe's GDP share from 90% to 65% of the US over the past 10 to 15 years [2] Group 1: European Competitiveness - Dimon emphasized the need for Europe to reduce trade barriers and improve capital markets and banking union to attract investment and boost growth [2] - He pointed out the "sovereignty deficit" in Europe regarding energy, critical minerals, data centers, satellite communications, and digital services due to rising geopolitical tensions and deteriorating trade relations with the US [2] Group 2: Market Sentiment and Economic Outlook - Investor sentiment towards Europe has turned positive due to expectations of significant fiscal stimulus in Germany, increased defense spending, interest rate cuts, and relative political stability compared to the US [2] - Despite the positive sentiment, the EU faces challenges in implementing growth reforms and solidifying trade relations with the US, with ongoing tariff agreements remaining unresolved [3] Group 3: US Market Dynamics - Dimon noted a complacency in the current market, with investors seemingly indifferent to the potential impacts of new tariffs announced by President Trump, which include a 50% tariff on Brazilian imports and copper, and a 200% tariff threat on the pharmaceutical industry [3] - He expressed concerns about rising inflation in the US, suggesting that the probability of interest rate hikes is higher than most expect, estimating it at 40%-50% [4]

Group 1 - Jamie Dimon, CEO of JPMorgan Chase, warns European leaders about competitiveness issues, stating that Europe's GDP share compared to the US has dropped from 90% to 65% over the past 10 to 15 years [1] - Dimon criticizes the market's complacency regarding Trump's tariff threats, noting that current tariffs on EU steel and aluminum have increased from 25% to 50% [2] - He emphasizes the declining competitiveness of the European market, indicating that successful large companies are becoming increasingly rare [3] Group 2 - Dimon suggests that Europe and investors should not underestimate the US government's tariff policies, especially if the US economy shows signs of weakness [2] - He calls for significant economic reforms in Europe to address serious issues and promote growth [3] - Dimon expresses a willingness to consider political involvement if certain political changes occur, despite having no political ambitions [3]

当地时间5月12日，欧元区成员国财长会在比利时布鲁塞尔举行。欧盟委员会执行副主席兼贸易委员东 布罗夫斯基斯在会议结束后的新闻发布会上表示，此次会议重点讨论了国际形势以及美国关税对欧盟、 美国和全球经济的宏观影响。 东布罗夫斯基斯重申，欧盟将继续致力于与美国通过谈判找到解决方案，同时推进与各成员国的合作， 以便在必要时制定可能的应对措施。他同时表示，欧盟应抓住这段时期可能带来的机遇，在安全和防务 方面齐心协力，重建欧洲的安全格局，投资于欧盟的主要经济资产——拥有4.5亿消费者的单一市场， 扩大欧盟在世界各地的伙伴关系网络，进一步增强欧洲竞争力，使其在短期以及长期成为对国际投资者 更具吸引力的目的地。(央视新闻) ...

德国希望与欧洲合作。 需要让欧洲再次具有竞争力。 欧盟想和美国谈关税问题。 德国财长：德国的增长也有利于欧洲。 欧洲需要恢复增长。 ...