CITIC Securities: Dane makroekonomiczne USA nadal znajdują się w fazie spadkowej

ChainCatcher News, according to Golden Ten Data, a research report by CITIC Securities states that since August, the overseas macroeconomy has remained resilient, but still faces challenges such as economic slowdown, sticky inflation, and incremental policy constraints, with monetary policy turning slightly dovish. In the United States, we believe that macro data is still in a downward range, economic activity shows signs of early overdraft and distortion effects, and the impact of inflation on consumption and residents' lives is beginning to emerge. The economy may slow down significantly in the second half of the year.

Meanwhile, the eurozone economy has improved to some extent, but remains at the bottom due to disturbances from US tariffs. The Australian economy is less affected by tariffs than the eurozone, with domestic consumption supporting the national economy.

The economies of Japan and South Korea are relatively divergent. Japan still faces the problem of persistently high inflation, while South Korea's monetary policy is loose this year, and the short-term effect of tax cuts may not meet expectations.