博斯蒂克的表态与美联储内部近期释放的信号方向一致。2月18日公布的1月货币政策会议纪要显示，联 邦公开市场委员会（FOMC）在利率路径问题上出现明显分歧。纪要中，部分与会者支持在前瞻指引中 采用"双向"表述，以体现在通胀持续高企的情况下加息的可能性；大多数与会者则警告，通胀回落至 2%目标的进展可能比预期"更慢、更不均衡"。在1月会议上，美联储将联邦基金利率目标区间维持在 3.50%至3.75%不变，结束了此前的连续三次降息。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 在经济增长预期方面，博斯蒂克给出了较为详细的判断：预计美国2026年GDP增长2.4%，2027年增长 2.1%，并在2028年恢复至趋势水平。他还指出，大量财政刺激即将到来，虽然会对经济产生扩张效 应，但同时也会给通胀带来压力。 在劳动力市场方面，博斯蒂克的判断相对乐观，称目前并未听到太多对劳动力市场的担忧，感觉经济似 乎处于某种平台期。 当地时间2月20日，亚特兰大联储主席博斯蒂克就美国经济前景及货币政策方向发表一系列表态，明确 提及若通胀形势恶化，美联储不排除重新收紧政策的 ...

私人投资预计也将迎来增长势头。在投资委员会批准的各项项目的推动 下，今年私人投资将增长3.2%，而去年同期为2.9%。 预计2025年的整体通胀率将下降0.1%，随后今年会上升0.3%。不过这一 水平仍低于泰国央行设定的1%-3%的通胀目标范围。 关于泰铢升值对出口的影响，他表示预计2026年的平均汇率为1美元兑 35.5泰铢，而2025年的平均汇率约为1美元兑32.9泰铢。 FPO总干事维尼特将去年GDP增长预期的下调归因于第三季度经济增长速 度仅为1.2%，远低于预期。此外，10月和11月炼油厂的停产也严重影响了制造 业的发展。 然而，经济增长在第四季度出现反弹，增幅高达1.8%。这一增长得益于一 系列刺激消费的措施，包括"Khon La Khrueng Plus"共同支付计划、"Tiew Dee Mee Kuen"（旅游优惠退税计划）以及加快的预算支出。 预计到2026年，GDP的增长将主要得益于旅游业的发展：届时外国游客数 量将达到3550万人次，比去年的3290万人次增加7%。 （原标题：泰财政政策办公室将2025年GDP增长预期下调至2.2%） 据曼谷邮报1月28日报道，泰财政政策办公室（FPO） ...

美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 2月10日，巴克莱FICC研究部的Brian Tan表示，新加坡政府上调2026年GDP增长预期，不太可能立即促 使央行收紧政策。他在研究报告中指出，新加坡金融管理局（MAS）在上月维持新加坡元名义有效汇 率政策不变时，可能已考虑了更乐观的增长前景。 Tan补充称："可能抑制MAS立即收紧货币政策的，并不是GDP增长预期本身，而是围绕该预期的风险 ——尤其是人工智能热潮带来的不确定性。"巴克莱的基本判断仍是MAS的紧缩措施预计将在7月才会 启动。 ...

波通社1月19日报道，根据国际货币基金组织(IMF)发布的周期性《世界经济展望》报告，IMF将波兰 2026年的GDP增长预期上调0.4个百分点至3.5%，并将2027年的GDP增长预期下调0.2个百分点至2.7%。 该报告并未对预测结果提供任何依据。 ...

（原标题：国际货币基金组织将巴西2026年GDP增长预期下调至1.6%） 巴西《经济价值报》1月19日消息，国际货币基金组织发布最新版《世界经济展望》报告，将巴西 2026年GDP增长预期从1.9%下调至1.6%。此次调整主要受巴西紧缩货币政策影响，预期水平低于巴财 政部和世界银行分别预测的2.4%和2%。 ...

Core Viewpoint - The Central Bank of Chile has revised its GDP growth forecasts for 2025 and 2026, indicating a positive outlook for the economy driven by increased market demand and investment in fixed assets, particularly in the mining and energy sectors [1] Economic Growth Projections - The GDP growth for 2025 is set at 2.4%, while the forecast for 2026 has been raised from a range of 1.75%-2.75% to 2%-3% [1] - For 2027, the GDP growth is expected to remain in the range of 1.5%-2.5% [1] Investment and Consumption - Fixed asset investment is projected to grow by 7% in 2025, 4.9% in 2026, and 3.1% in 2027, with significant contributions from large mining and energy projects [1] - Private consumption is expected to recover, with growth rates of 2.5% for 2025-2026 and 2% for 2027 [1] Labor Market and Inflation - The labor market shows slight improvement, although the unemployment rate remains above historical averages [1] - Inflation is forecasted to decrease to 3.5% in 2025 and 3.2% in 2026 [1] Monetary Policy - The neutral monetary policy interest rate is set between 3.75% and 4.75%, with a reference midpoint of 4.25% for analysis [1]

当地时间12月10日，美国联邦公开市场委员会(FOMC)公布最新利率决议，降息25个基点，将联邦基金利率目标区间从3.75%—4.00%降至3.50%—3.75%， 符合市场预期。这是美联储今年以来第三次降息，年内累计已下调75个基点。 美联储还决定从12月12日起的30天内购买400亿美元国债，以维持充足的准备金供应。 值得注意的是，此次利率决议以9人同意，3人反对通过，这是自2019年来首次，显示美联储内部分歧加剧。其中，2人投票支持不降息，特朗普"钦点"的 理事米兰希望降息50个基点。 最新公布的点阵图显示，明年的降息动作将较今年明显放缓，预计会有一次25个基点的降息。 美国总统特朗普仍对本次利率决议不满，表示降息幅度太小，本可以更大。 美联储公布利率决议后，美股三大指数上涨，截至当日收盘，道指涨1.05%，报48057.75点；标普500指数涨0.67%，报6886.68点；纳斯达克指数上涨 0.33%，报23654.15点。 失业率与通胀均存在"风险" 美联储声明指出，FOMC致力于实现长期最大就业目标，并将长期通胀率维持在2%。经济前景的不确定性依然较高。委员会密切关注其双重使命面临的 双向风险， ...

Economic Growth Forecast - The European Commission has revised Slovenia's GDP growth forecast for 2025 from 2.0% to 1.0% while maintaining the 2026 forecast at 2.4% [1] - Slovenia's GDP growth rate is expected to further increase to 2.6% in 2027 [2] Inflation and Employment - Inflation rates are projected to reach 2.5% in 2025 and 2.3% in 2026, both higher by 0.4 percentage points than previous forecasts [1] - The unemployment rate is expected to rise to 3.4% in 2025 and 3.5% in both 2026 and 2027 [2] Private and Public Spending - Private and public spending in Slovenia is anticipated to strengthen in the second half of the year, driven by winter or Christmas bonuses for employees [1] - Public investment is expected to remain high in 2026, supported by the European recovery and resilience fund [1] Wage Growth - Wage growth is projected to be 7.9% in 2025, followed by 5.7% in 2026 and 5.4% in 2027, influenced by public sector wage increases and labor shortages [2] Trade Balance - The contribution of foreign trade balance to Slovenia's economic growth is expected to remain neutral by the end of 2027, with exports continuing to grow due to increased demand [1]

Core Viewpoint - The International Monetary Fund (IMF) has revised Slovenia's GDP growth forecasts for 2025 and 2026, indicating a slower economic recovery than previously expected [1] Economic Growth Forecast - Slovenia's GDP is projected to grow by 0.8% in 2025, a decrease of 0.3 percentage points from the October forecast [1] - The growth forecast for 2026 has been lowered by 0.1 percentage points to 2.2%, with a further increase to 2.3% expected in 2027 [1] - The economy experienced a contraction in Q1 of this year but rebounded in Q2 and Q3, with an overall growth rate of 0.8% anticipated for the year [1] Inflation and Long-term Projections - If food and energy price increases slow down, inflation is expected to stabilize around 2% by 2030 [1] - Mid-term GDP growth is expected to stabilize at approximately 2.1% [1] Structural Challenges - The IMF highlights ongoing structural reform challenges, including the need for improved efficiency in the public sector and tax system [1] - Slovenia needs to find additional funding sources for pension and long-term care systems [1] - Key challenges include labor shortages, administrative barriers, enhancing the innovation environment, and providing incentives for promising businesses, necessitating increased investment to boost productivity [1]

Group 1 - Moody's has raised Brazil's GDP growth forecast for 2025 from 2% to 2.1% [1] - Brazil's GDP growth rates for 2026 and 2027 are expected to remain at 2% due to economic diversification and export growth [1] - China is expected to remain a significant market for Brazil's commodity exports [1]