美国财长贝森特：请求国会从“大漂亮”税收草案中删除“资本税”条款

Core Points - The U.S. Treasury Secretary, Becerra, requested the removal of the controversial "capital tax" clause 899 from the "Big Beautiful" tax bill, alleviating concerns on Wall Street [1][2] - The U.S. Treasury announced an agreement with G7 allies to exempt U.S. companies from certain taxes imposed by other countries following the removal of clause 899 [1][2] Group 1: Clause 899 Overview - Clause 899, informally known as the "retaliatory tax," was designed to counteract what U.S. lawmakers deemed "discriminatory" tax policies imposed by several countries on U.S. companies [2][3] - The clause aimed to impose an escalating punitive tax on passive income (such as interest and dividends) earned by investors from targeted countries, increasing by 5 percentage points annually, up to a maximum of 20 percentage points [4] - It was projected to raise $116 billion over ten years to fund Trump's extensive tax and spending plan, raising concerns about its impact on foreign investment in the U.S. [4] Group 2: Market Reactions and Implications - Following the announcement, market reactions were generally muted, with the Bloomberg Dollar Index declining for the fourth consecutive day and U.S. Treasury prices rising [6] - The removal of clause 899 is seen as a positive development for non-U.S. investors, providing more certainty for investments in the U.S. [6] - Analysts warned that the tax could pressure high-dividend stocks and exacerbate concerns about investors' willingness to hold dollar-denominated assets [5]