更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 对话首席经济学家 洞察全球投资机遇20240613 摘要 The US economy is projected to experience a soft landing in 2024, with GDP growth expected to slow to 2% in the second half of the year. This slowdown is attributed to the lagged effects of monetary tightening and softening consumption'trends, driven by the depletion of excess savings accumulated during the pandemic. Japan is emerging from a prolonged period of staghation, with recent wage negotiations signaling a potential boost in7internal consumpti ...