美财长释放多重政策信号：赤字可控、AI投资起步、美韩协议将成

Group 1 - The U.S. fiscal deficit is currently in the "5" range as a percentage of GDP, with potential to decrease to the "3%" range [1] - The federal deficit for the fiscal year ending September 30, 2024, has decreased compared to the previous fiscal year, although official data has not yet been released due to government shutdowns [1] - The government shutdown is identified as the sole drag on U.S. economic growth, causing an estimated daily loss of $15 billion in output [1] Group 2 - The U.S. is experiencing a "sustainable investment boom," with AI investments believed to be in the "third phase" of development [2] - Capital expenditure expansion is expected to drive job market growth, and there are no concerns regarding AI leading to mass unemployment [2] - The U.S. trade deficit reduction is anticipated to support a stronger dollar, and the timing of the dollar's bottom coincided with the tax reform bill's passage [2]