近期美国经济活动数据相较预期有所疲软,消费者支出在1月份略有下降,美国的贸易赤字在过去几个月中大幅扩大,初请失业金人数也在上周显著上升。 对此,市场对美国第一季度GDP增长的预期有些悲观。亚特兰大联储的GDPNow模型预测,第一季度 GDP 增长率已经下降超过4个百分点,预期降至-1.5% 年化增速。 然而,高盛分析师Jan Hatzius团队在3月1日发布的研究报告中指出,虽然今年美国GDP增速...
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