全球财政刺激“雷声大雨点小”?瑞银预计仅为2026年GDP增长贡献8个基点

华尔街见闻
Feb 19

尽管美国、日本和德国等主要经济体纷纷推出财政刺激措施,但全球层面的实际影响可能远小于市场预期。瑞银最新研究显示,2026年全球财政冲击预计仅为全球GDP增长贡献约8个基点,而2027年甚至将转为14个基点的拖累,整体财政立场接近中性。 这一判断基于对周期性调整后基本财政余额变化的分析。据追风交易台消息,瑞银经济学家Arend Kapteyn在2月16日发布的报告中指出,尽管市场高度关注美国“大漂亮...

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