【经济学家:英国3月商业活动好转给政府喘息之机 关税政策或加剧逆风】金十数据3月24日讯,标普全球市场首席商业经济学家Chris Williamson表示:英国3月份商业活动的好转为政府带来了一些好消息,为最近一系列主要悲观的经济数据提供了喘息的机会。然而,一个良好的PMI并不意味着复苏。PMI初值释放出的信号是,3月份经济勉强维持适度扩张,与季度GDP仅增长0.1%一致,但由于对成本和前景不确定的担忧,就业继续减少。与此同时,面向消费者的企业和制造商继续在国内外面临逆风。这些不利因素包括预算中对企业施加的额外成本,企业和家庭的信心低迷,以及国内外需求低迷,后者与美国关税政策导致的地缘政治不确定性加剧有关。令人担忧的是,随着更高的国民保险缴款在4月份生效,这些不利因素可能会加剧,恰逢4月2日美国关税政策的预期审查,后者有可能进一步抑制全球经济增长并抑制英国贸易。
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