麦肯锡：2025年全球经济情报执行摘要报告（英文版）

In a moment of tariffs, markets fluctuated but have now returned to early April levels. Q1 US GDP data indicated growth in consumer spending and investments, potentially in anticipation of tariff effects, despite a 0.3% contraction in the overall economy. Meanwhile, China and Europe outpaced market growth expectations in Q1 2025. Global consumer confidence declined, though spending remains in positive territory. Persistent high consumer prices and elevated levels of uncertainty continue to af