比推消息,Cetera投资管理公司首席投资官Gene Goldman对“大而美”法案获通过表示:法案为企业和家庭提供了明确的福利,而这些福利往往会支持企业盈利和股票价格。我们将忽略国会预算办公室预计该法案将在未来十年内增加大约3至3.4万亿美元债务这一事实。(法案)可能需要更大的国债发行,这已经引发了债券市场的谨慎,债券收益率的上扬就是证明。此外,这些更高的赤字可能会推高通胀预期。从股票行业的角度来看,预计周期性行业将受益,特别是能源公司(取消绿色能源补贴),工业公司(基础设施支出增加),金融行业(不确定性减少、普遍放松管制,以及收益曲线陡峭化),以及消费品行业(税收降低)。
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