华尔街深度解读“特朗普IEEPA关税被否”:下半年关税或下调,退税或变全面刺激,潜在的行业利好

华尔街见闻
Feb 23

华尔街分析认为,尽管政府迅速启动替代关税,但有效税率小幅下降,且7月后政策趋向温和。裁决的核心变量在于高达1800亿美元的潜在退税,其中约1200亿美元或转化为中期选举前的中产阶级刺激款项。由于通胀传导已基本完成,该裁决对经济增长和物价的直接冲击有限,但可能通过财政扩张支撑经济,并因关税工具受限而导致美元中期走势偏弱。美国最高法院推翻特朗普基于紧急经济权力法实施的关税后,华尔街主要投行认为这一裁决...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10