J.P.摩根全球宏观数据观察2020.7.24：疫情冲击下2Q GDP暴跌，下半年库存与收入支撑复苏

报告摘要

J.P.摩根最新全球宏观数据观察，分析2Q20美国GDP年化下降32.5%、欧元区下降40%，但库存和家庭收入支撑下半年复苏。报告还探讨了西欧优于美国、中国洪水影响、FOMC政策展望、欧央行突破性协议及巴西疫情视角。

📋 核心要点(部分)

1. Spring surge in global spending, summer slowdown, Global FX reserves immune to COVID-19, Euro area: The EU summit delivered a ground-breaking deal, Euro area inflation: Modest demand shock so far, Brazil COVID-19: Regional perspectives, EM Asia: Tale of two frontier economies' external accounts, Global Economic Outlook Summary