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  国际货币基金组织周二表示,在唐纳德・特朗普总统的关税政策及其带来的不确定性影响下,美国和全球经济的前景已显著恶化。

  国际货币基金组织在其最新的《世界经济展望》中称,全球经济今年预计仅增长2.8%,低于其1月份预测的3.3%。该组织预测,2026年全球经济增长率将为3%,也低于此前3.3%的预期。

  美国今年的经济增长率预计仅为1.8%,较此前2.7%的预测大幅下降,且比2024年的经济扩张幅度整整低了一个百分点。国际货币基金组织预计美国不会出现经济衰退,不过它将今年美国出现衰退的可能性从25%提高到了37%。

  这些预测在很大程度上与许多私营部门经济学家的预期相符,尽管一些人确实担心经济衰退的可能性越来越大。摩根大通的经济学家表示,美国经济衰退的可能性现在为60%。美联储也预测今年经济增长将会放缓,降至1.7%。

  国际货币基金组织首席经济学家皮埃尔-奥利维耶・古林查斯表示:“我们正在进入一个新时代。过去八十年来运行的全球经济体系正在被重置。”

  国际货币基金组织是一个由191个成员国组成的贷款机构,致力于促进经济增长、维护金融稳定并减少全球贫困。

  古林查斯称,围绕进口关税的不确定性加剧,促使国际货币基金组织采取了不同寻常的举措,即为未来的经济增长准备了几种不同的情景预测。其预测于4月4日最终确定,此前特朗普政府宣布对近60个国家实施全面关税,同时对几乎所有国家征收10%的关税。

  这些关税在4月9日暂停实施90天。古林查斯表示,这一暂停并没有大幅改变国际货币基金组织的预测,因为自那以后美国和中国已相互征收了高额关税。

  国际货币基金组织称,特朗普政府下一步行动的不确定性也可能会给美国和全球经济带来沉重压力。企业可能会在观望贸易政策的走向时缩减投资和扩张计划,这会导致经济增长放缓。

  古林查斯说,美国经济可能会遭受“供应冲击”,类似于疫情期间所受到的冲击,这曾在2021年和2022年推高了通货膨胀。

  国际货币基金组织预测,美国的通货膨胀可能会加剧,到今年年底将升至约3%。

  预计欧盟经济增长也会放缓,但关税带来的冲击没有那么大,部分原因是欧盟面临的美国关税低于中国。此外,德国政府加大支出将在一定程度上抵消关税带来的冲击。

  使用欧元的27个国家今年的经济预计将增长0.8%,明年增长1.2%,这两个数字均比国际货币基金组织1月份的预测低0.2%。

  日本今明两年的经济增长预测分别下调至0.6%,比1月份的预测分别低0.5个百分点和0.2个百分点。

  波兰财政部长安德烈-多曼斯基(AndrzejDomanski)周二在华盛顿接受媒体采访时强调,尽管存在贸易摩擦,但美国仍然是欧洲最重要的盟友,并表示,最重要的是欧盟应该找到可以增进与美国进行贸易和合作的领域。

  多曼斯基在国际货币基金组织(IMF)与世界银行(WorldBank)春季会议间隙表示:“美国始终是欧盟和波兰最强大、最重要的盟友。这正是我们大量采购美国制式武器装备、以及高度重视美军驻军波兰的原因。”

  这位财政部长特别指出:“当前强化北约东翼(欧洲部分)防御已刻不容缓,而美国的军事存在至关重要。”

  他透露波兰计划通过增购美制武器等举措进一步深化美欧防务合作。

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