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How Goldman Sachs’ John Waldron is navigating “a more uncertain time”
2025/6/5
Goldman Sachs Exchanges
J
John Waldron
John Waldron: 我认为美国经济展现出巨大的韧性，年初关于经济衰退的预测并未实现。美国消费者支出保持健康，就业市场依然强劲，政府财政支出仍在继续。尽管如此，关税和利率是影响美国经济走向的两大不确定因素。关税政策的变化以及长期利率的上升都可能对经济增长构成威胁。我认为我们需要密切关注这些因素，并为可能出现的经济挑战做好准备。我特别担心长期利率的上升，这可能会成为经济增长的转折点。同时，我也认为我们需要关注美国的财政赤字问题，高额的财政赤字是不可持续的。
Deep Dive
This chapter explores the current state of the U.S. economy and analyzes factors contributing to its resilience despite predictions of a recession. The discussion focuses on the consumer's health, employment strength, government spending, and the uncertainties surrounding tariffs and interest rates.
- U.S. economy shows resilience despite recession predictions
- Consumer spending and employment remain strong
- Government spending continues despite discussions of reduction
- Uncertainty around tariffs and interest rates are key factors
Shownotes Transcript