高盛CEO“敲警钟”：若规模再飙升且经济疲软，美国政府债务将面临“清算”

Core Viewpoint - Goldman Sachs CEO David Solomon warns about the rising U.S. national debt, stating that if the current fiscal path continues without significant economic expansion, there will be consequences [1][4] Debt Concerns - Solomon highlights the accelerated growth of U.S. debt over the past five years, with total debt increasing from approximately $10 trillion in 2008 to over $30 trillion currently, more than three times the original amount [1] - The U.S. federal debt is projected to grow from $37 trillion to $38 trillion in 2025, marking the fastest increase outside of the pandemic [1] Economic Growth vs. Revenue Generation - Solomon emphasizes that addressing the debt issue should focus on economic growth rather than increasing taxes or finding new revenue sources, noting a significant gap between a 3% compound growth rate and the current 2% potential growth rate [2] - He expresses optimism about higher economic growth potential due to factors like corporate technology applications and ongoing infrastructure investments, with major companies expected to invest $350 billion in infrastructure this year [2] Short-term Economic Outlook - Despite long-term debt concerns, Solomon assesses the current short-term economic situation as relatively positive, suggesting a low likelihood of recession in the near term [3] - He acknowledges the unpredictability of U.S. policies and the necessity for business leaders to adapt to policy changes [3] Financial Stability and Debt Management - Solomon stresses the importance of maintaining key financial stability mechanisms, including the independence of the Federal Reserve, which has played a positive role globally [3] - He warns that if debt continues to grow, the responsibility for addressing U.S. fiscal issues will ultimately fall on the country itself rather than other nations [4]