The 720_ Global Views, MediaTek, BEKE, Coupang, China Spirits, US Internet
2025-03-14 04:56
11 March 2025 | 7:17AM HKT The 720: Global Views, MediaTek, BEKE, Coupang, China Spirits, US Internet In Focus | Global Views Global Views - From Above to Below. We have downgraded our 2025 US GDP growth forecast from 2.4% at the start of the year to 1.7% now (both on a Q4/Q4 basis). This is our first below-consensus forecast in 2½ years. The main reason for the downgrade is not the recent data, as the February jobs report was decent, initial jobless claims are still low, the February ISMs—as well as our br ...