花旗：美国财政流动性注⼊重启--股市已反映何种预期
2025-07-16 15:25
CitiPoint Asia: US Fiscal Liquidity Pump Restarts - What Is Priced Into Equities CitiPoint Asia：美国财政流动性注⼊重启股市已反映了什么因素 Markets 市场 Mohammed Apabhai 穆罕默德·阿帕拜 16 hours ago Asia Trading Strategies 亚洲交易策略 NOT A PRODUCT OF CITI RESEARCH ‒ INTENDED FOR INSTITUTIONAL CLIENTS ONLY. ⾮花旗研究产品仅供机构客⼾使⽤。 MACRO: US FISCAL LIQUIDITY PUMP RESTARTS - WHAT IS PRICED INTO EQUITIES 宏观：美国财政流动性注⼊重启股市已反映何种预期 With the passage of President Trump's "One Big Beautiful Bill Act", the debt ceiling has been lifted from $36.1tn to $41.1tn. ...