瑞银:美国财政刺激或不及预期,赤字高企成长期挑战

智通财经网
08 Apr

税改与预算博弈进入关键期。美国国会两院已通过各自的预算决议,正在推进“预算协调”程序,核心议题包括延续2017年税改、控制赤字与提高债务上限。众议院主张削减2万亿美元支出、减税4.5万亿美元,并增加3000亿美元国防与边境开支;参议院则更加宽松,允许更高赤字扩大空间(最高达6.3万亿美元),并基于”当前政策“而非"当前法律”估算。刺激效果或显著低于市场预期尽管存在大量讨论的减税计划(如“无税小费”...

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