本文来自“申万宏源宏观”。摘要一、周观点:美国一季度GDP究竟是偏强还是偏弱?21Q1美国GDP同比0.4%,略低于市场预期。美国21Q1 GDP实际同比0.4%,疫情以来首次同比转正,环比1.6%。主要贡献因素为商品消费、服务消费、非住宅投资,显示出疫情改善+财政补贴下美国经济快速复苏。但主要拖累项为私人存货变动及进口,且实际上,美国一季度GDP增速是小幅低于市场预期的,显示市场对美国过度...
Source Link智通财经网2021-05-02
本文来自“申万宏源宏观”。摘要一、周观点:美国一季度GDP究竟是偏强还是偏弱?21Q1美国GDP同比0.4%,略低于市场预期。美国21Q1 GDP实际同比0.4%,疫情以来首次同比转正,环比1.6%。主要贡献因素为商品消费、服务消费、非住宅投资,显示出疫情改善+财政补贴下美国经济快速复苏。但主要拖累项为私人存货变动及进口,且实际上,美国一季度GDP增速是小幅低于市场预期的,显示市场对美国过度...
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