美联储 FOMC 下调 2026 至 2028 年 GDP 增速预期
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The Federal Reserve's FOMC lowered its GDP growth forecasts for 2026-2028.
According to ChainCatcher, citing Jinshi, the Federal Reserve's FOMC has lowered its GDP growth forecasts for 2026-2028, with median forecasts of 2.2%, 2.3%, and 2.2%, respectively. In comparison, the March forecasts were 2.4%, 2.3%, and 2.1%.
The Federal Reserve lowered its GDP growth and unemployment rate forecasts, while raising its inflation and interest rate forecasts.
According to ChainCatcher, citing Jinshi News, the Federal Reserve has lowered its GDP growth and unemployment rate forecasts for this year, significantly raised its PCE and core PCE inflation forecasts for this year and next, and also raised its federal funds rate forecasts for the next three years.
The Federal Reserve's FOMC statement indicated that economic activity expanded robustly, but faced uncertainty due to the Middle East conflict.
According to ChainCatcher, citing Jinshi, the Federal Reserve's FOMC statement indicated that despite the high level of uncertainty brought about by the Middle East conflict, economic activity continued to expand at a solid pace.
The Federal Reserve's FOMC statement indicated that it will achieve price stability.
According to ChainCatcher, citing Jinshi, the Federal Reserve's FOMC statement indicated that the committee will commit to achieving price stability.
AI capital spending by the five major tech giants is surging and is projected to reach 3.2% of US GDP in 2027, surpassing defense spending for the first time.
According to forecasts released by The Kobeissi Letter, the investment boom in AI is reshaping the US economy. It is projected that by 2027, the capital expenditures of the five major tech giants—Alphabet (Google's parent company), Amazon, Meta, Microsoft, and Oracle—on AI will climb to approximately 3.2% of US GDP. If this forecast materializes, it will be the first time in US history that annual AI capital expenditures have exceeded national defense spending (estimated at approximately 2.7% of GDP next year). Data shows that this year (2026), these five companies' AI capital expenditures are expected to exceed $800 billion, with the percentage of GDP rising sharply from 1.5% in 2025 to around 2.5%, approaching the estimated 2.7% of defense spending. By 2027, this figure is projected to surge further, reaching a record $1.1 trillion.
The final reading of the US Q1 real GDP annualized quarterly rate was 2.1%, exceeding expectations.
According to Mars Finance, citing Jinshi, the final reading of the annualized quarterly rate of US real GDP in the first quarter was 2.1%, higher than the market expectation of 1.6% and the previous value of 1.6%.