比推消息，据金十报道，国际评级机构惠誉表示，将美国 2025 年经济增长预期从 2.1% 下调至 1.7%。美国政府开启了全球贸易战，预计将降低美国及全球经济增长，提高美国通胀，并延迟美联储的降息。中国和德国的宽松财政政策将缓解美国提高进口关税的影响。预计今年欧元区的经济增长将低于 2024 年 12 月全球经济展望中的预测（1.2%）。预计关税冲击将使美国短期通胀增加 1 个百分点，预计美联储会将进一步降息推迟至 2025 年第四季度。
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