毕马威：全球经济展望( 英文 50页)

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Contents

The global outlook: Treading cautiously amid risks 04

Countries and regions in focus:

• United States: A tale of two economies 07

• Canada: Winding down to hit inflation target 10

• Brazil: New policies could stoke inflation 13

• Mexico: Policy headwinds make for muted growth 15

• China: Domestic demand as the key for recovery 17

• Japan: Recovery stifled by rising prices and global headwinds 20

• India: Cautiously shining amid global uncertainty 23

• Germany: Europe’s largest economy to escape recession 25

• Austria: Mild recession, slow recovery 27

• Switzerland: Testing the frontiers of resilience 29

• France: Economic outlook clouded by inflationary pressures 31

• Italy: Cautious optimism as outlook brightens 33

• The Netherlands: Economy to remain resilient as fiscal deficit widens 35

• Ireland: Continued growth, comes with caveats 37

• UK: Short-term momentum masks underlying headwinds 39

• Central and Eastern Europe: Not a uniform story 42

• South Africa: Lacking the power to grow 45

• Nigeria: Challenging macroeconomic fundamentals in a transition period 47

Appendix: KPMG country forecasts 49

内容

全球展望：风险中谨慎行事04

重点国家和地区：

• 美国：两个经济体的故事 07

• 加拿大：逐步实现通胀目标 10

• 巴西：新政策可能会加剧通胀 13

• 墨西哥：政策逆风导致增长缓慢 15

• 中国：国内需求是复苏的关键 17

• 日本：复苏受到价格上涨和全球逆风的抑制 20

• 印度：在全球不确定性中谨慎闪耀 23

• 德国：摆脱衰退的欧洲最大经济体 25

• 奥地利：轻度衰退，缓慢复苏 27

• 瑞士：测试复原力的前沿 29

• 法国：经济前景因通胀压力而蒙上阴影 31

• 意大利：前景转好，谨慎乐观 33

• 荷兰：随着财政赤字扩大，经济将保持弹性 35

• 爱尔兰：持续增长，但有警告 37

• 英国：短期势头掩盖了潜在的逆风 39

• 中欧和东欧：情况不一 42

• 南非：缺乏增长动力 45

• 尼日利亚：转型期宏观经济基本面充满挑战 47

附录：毕马威国家预测 49