高盛：宏观热点_美国日益加剧的财政问题、追踪贸易流动、人口老龄化的积极方面

21 May 2025 | 4:01PM EDT What's Top of Mind in Macro Research: Growing US fiscal concerns, tracking trade flows, the positives of population aging Transcript US: fiscal concerns grow We estimate that the House Republican reconciliation package that extends expiring tax cuts, enacts new tax cuts, and reduces spending will increase the US deficit by around $275bn, or 0.8% of GDP, next year compared with current policy. This increase is slightly larger than we originally anticipated, mainly owing to more gener ...