国际金融市场早知道：2月26日

Group 1: Economic Outlook - The IMF acknowledges the resilience of the US economy in the short term but warns of structural risks in the medium to long term, emphasizing the need for a reduction in fiscal deficits to ensure public debt sustainability [1][10] - The President of the United States, Donald Trump, proposed to replace personal income tax with tariffs during his State of the Union address, which lasted 108 minutes, setting a record [10][11] - The Richmond Fed President, Barkin, noted that new tariff policies increase economic uncertainty, while the current monetary policy is well-positioned to address risks [11] Group 2: Housing Market - The Director of the Federal Housing Finance Agency, Pulte, indicated that Fannie Mae and Freddie Mac are very likely to go public in 2026, with an initial valuation between $500 billion and $700 billion, marking a potential return to the capital markets for these government-controlled entities [11] Group 3: Financial Assets and Investments - South Korea's government announced a funding of 2.1 trillion won (approximately $14.5 million) to support the restructuring project of Lotte Chemical and HD Hyundai Chemical, marking the first approved project in a large-scale self-rescue plan for the struggling petrochemical industry [11] - As of December 2025, South Korea's foreign financial assets reached a record high of $2.88 trillion, an increase of $362.6 billion from 2024, driven by growth in overseas securities investments and rising asset valuations [11] Group 4: Monetary Policy - The Bank of Thailand unexpectedly cut its benchmark interest rate by 25 basis points to 1.00%, citing increased risks of deflation, below-potential economic growth, and a strong baht harming export competitiveness [12]