Group 1: Economic Impact of the "Big and Beautiful" Act - The "Big and Beautiful" Act is expected to increase national debt by $4.1 trillion by 2034 and result in 11.8 million Americans losing health insurance [4] - The act includes controversial measures such as tax cuts for the wealthy and corporations, cuts to healthcare, and the elimination of clean energy incentives [5][8] - A recent poll indicated that 50% of voters oppose the act, while only 36% support it [5] Group 2: Market Reactions and Predictions - Despite concerns over increased fiscal deficits, foreign institutions remain optimistic about U.S. equities, with many raising the S&P 500 target to 6,500 points [2][9] - The S&P 500 index reached 6,279.35 points, reflecting a year-to-date increase of over 7% [9] - Factors supporting the bullish sentiment include better-than-expected corporate earnings and a weaker dollar benefiting large tech companies [10] Group 3: Healthcare and Social Implications - The act is projected to cut approximately $900 billion from Medicaid, reversing advancements made during the Biden and Obama administrations [6] - Stricter requirements for Medicaid eligibility may lead to millions losing coverage, with a significant portion of the population opposing these cuts [6][8] Group 4: Clean Energy Sector Concerns - The elimination of clean energy incentives has drawn criticism from industry leaders, with estimates suggesting an increased burden of $4 to $7 billion on the sector [7] - The act has been described as detrimental to future industries while favoring traditional sectors [7] Group 5: Debt and Currency Outlook - Concerns over high debt servicing costs and the potential for rising long-term interest rates have led to a negative sentiment towards U.S. Treasuries [12] - The dollar index has fallen to 96.82, reflecting a loss of all gains since the 2022 rate hike cycle, with the euro appreciating over 10% against the dollar [13][15]
“大而美”法案再借4万亿重塑全美产业,将如何影响美元资产
Di Yi Cai Jing·2025-07-06 14:06