2025年一季度美国GDP实际环比折年率从2024年四季度的2.4%快速下降至-0.3%,主要拖累为进口增加、政府支出减少,同时美国消费韧性也在下降。4月美国非农数据显示美国就业市场近期保持了相对平稳,市场降息预期降温。若特朗普关税倾向不改,特朗普关税等政策对美国经济的负面冲击预计将持续,未来美国就业市场、GDP增长难言乐观。 ▍2025年一季度美国GDP实际环比折年率从2024年四季度的...
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