全球数据观察：Global Data Watch

J P M O R G A N Global Economic Research 16 January 2026 Global Data Watch That was then, this is now We look for above-trend global GDP growth to be sustained in 1H26 as a recovery in business sentiment from depressed levels promotes a rebound in job gains and non- tech business spending. The foundation for this lift is the consumer, which has smoothed spending through last year's near stall in job growth. Available retail sales reports show sustained solid increases outside China, and we expect next week' ...