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AIB:爱尔兰政府支出助推经济增长Irish Government Spending to Aid Economic Growth, AIB Says

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AIB集团预计,受政府在住房基础设施方面的投资推动,爱尔兰国内经济增速将超出此前预期。

Group Plc expects Ireland’s domestic economy to grow more than previously forecast, driven by government investment in housing infrastructure.

该行将2026年经修正国内需求(MDD)增长预期从5月份预测的2.7%上调至3.8%,将2027年预期从2.6%上调至3.1%。MDD通常比国内生产总值(GDP)更能准确反映爱尔兰经济状况,因为它旨在剔除跨国企业活动的影响。该行警告称,随着能源价格上涨,风险偏向下行。

The bank increased its forecast for modified domestic demand growth to 3.8% in 2026 from a forecast in May of 2.7% and 3.1% in 2027 from 2.6%. MDD is typically a more accurate measure of the Irish economy than gross domestic product, as it aims to strip out multinational activity. Risks are tilted to the downside as energy prices rise, the bank warned.

“强劲的公共、家庭和企业资产负债表提供了重要的韧性,但地缘政治不确定性、通胀和更高的借贷成本意味着前景风险仍偏向下行,”该行首席经济学家大卫·麦克纳马拉周四在都柏林的一份声明中表示。

“Strong public, household and business balance sheets provide important resilience, but geopolitical uncertainty, inflation and higher borrowing costs mean the risks to the outlook remain tilted to the downside,” the bank’s Chief Economist David McNamara said in a statement in Dublin on Thursday.

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