美国又被特朗普“出卖”！

Group 1 - Concerns are rising within one of Europe's largest asset management companies regarding the Republican Party's attempts to repeal key legislation supporting clean energy, which could jeopardize the U.S.'s status as a global investment destination [1][2] - Allianz Global Investors, managing approximately $650 billion in assets, indicates that the U.S. may no longer provide a reliable investment runway as it did a few months ago [1][2] - The House Republicans' recent tax reform bill aims to repeal several incentives from the 2022 Inflation Reduction Act (IRA), potentially disrupting investment strategies based on clean energy transition [1][6] Group 2 - The repeal of the IRA would signify a sharp reversal in U.S. clean technology policy, injecting significant regulatory and political risks into the market, which previously made the U.S. a preferred destination for clean technology capital [2][6] - The recent Republican bill is expected to increase the deficit by trillions, leading to a decline in the S&P 500 index and a rise in the 30-year U.S. Treasury yield to 5.1% [2] - European asset managers, such as Amundi SA, report that clients are reallocating assets away from the U.S. market due to concerns over governance and climate policy regression [5][6] Group 3 - The extreme volatility of U.S. policies is creating uncertainty that affects the entire financial system, while European policies are becoming more coordinated and predictable in addressing energy and resource challenges [5][6] - U.S. asset managers are beginning to allocate more capital to European projects due to the consistency of policies and fundamental demand in Europe [6] - The recent Republican tax and spending bill is viewed as a nightmare for U.S. clean energy advocates and defenders of the Biden-era IRA, with hopes resting on a more cautious Senate to amend the bill [6][9]