特朗普要搞资本战？华尔街怒喷：这就是“自残”！

Group 1 - The U.S. Congress is advancing a budget proposal that includes a progressive tax of up to 20% on passive income from foreign investors, which may suppress demand for U.S. Treasury securities and the dollar [1] - The tax provision, included in Section 899 of the bill, targets entities or individuals from countries deemed to have "unfair tax practices," with an estimated revenue increase of $116 billion over the next decade if passed by the Senate [1] - The new tax could escalate the trade war into a capital war, potentially negatively impacting demand for U.S. government debt at a time when reliance on foreign investment is critical due to rising fiscal deficits [1] Group 2 - Analysts warn that the proposed tax could lead to a significant reduction in foreign investment in U.S. assets, thereby weakening the dollar [2] - European investors with passive income in the U.S. are expected to be the most affected, although specific impact estimates have not been provided [2] - The tax could have severe long-term implications for international companies operating in the U.S., affecting American workers rather than foreign bureaucrats [2] Group 3 - The legal ambiguity surrounding the potential taxation of U.S. Treasury interest has caused panic among foreign investors, with concerns that borrowing costs could rise significantly if such taxes are implemented [2] - Foreign clients are reportedly expressing concern and seeking clarification regarding the implications of the new tax provisions on U.S. debt [2]