全球经济展望月报_经济体对美国关税和地缘政治展现出显著的灵活性与韧性，人工智能引领的投资无疑起到了推动作用，但前路仍有诸多隐患

Global Economic Outlook Monthly Global Markets Research Economics - Global Ninja economies Economies have proven remarkably nimble and resilient to US tariffs and geopolitics, no doubt helped by AI-led investment, but many potholes lie ahead. We now expect no change to Fed rates in December. Though the US government shutdown has severely limited data publication, data that are available show the labor market has remained healthy. Combined with Powell's surprisingly hawkish October press conference, we maint ...