放松管制

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美国财长贝森特:放松管制将在2026年第三季度和第四季度促进经济增长。
news flash· 2025-05-23 15:43
Core Viewpoint - The U.S. Treasury Secretary, Janet Yellen, stated that regulatory easing will promote economic growth in the third and fourth quarters of 2026 [1] Group 1 - Regulatory changes are expected to have a positive impact on economic growth [1] - The anticipated timeline for these effects is specifically in the latter half of 2026 [1]
深夜!美国关税,传来大消息!
券商中国· 2025-05-05 15:46
Group 1: Trade Negotiations - The U.S. has refused to grant Japan a full exemption from "reciprocal tariffs" during recent trade negotiations, with only a consideration to lower specific tariffs by 14% [1][3] - India has proposed zero tariffs on certain quantities of steel, auto parts, and pharmaceuticals in trade talks with the U.S., aiming to expedite a bilateral trade agreement expected to be reached by fall [1][3] Group 2: Economic Data - The ISM reported that the U.S. services PMI for April was 51.6, indicating a return to expansion and significantly above the expected 50.2, following a previous value of 50.8 [5][6] - In April, 11 industries reported growth, with hospitality, wholesale trade, mining, and real estate performing the best, while 6 industries contracted [6] Group 3: Market Reactions - Following the positive services data, U.S. stock indices narrowed their losses, with the Dow Jones Industrial Average rising by 0.14% and the Nasdaq's decline reducing to 0.45% [8][9] - U.S. Treasury yields increased, with the 10-year yield rising close to 4.35% and the 2-year yield reaching a daily high of 3.8467% [9][10] Group 4: Inflation and Employment Indicators - The services employment index for April was recorded at 49, indicating a slowdown in employment but an improvement from the previous value of 46.2 [7] - The services price index reached 65.1, significantly above the expected 61.4, indicating rising inflationary pressures due to tariffs [6][7]
美国财长贝森特:特朗普的关税政策、减税措施和放松管制的议程是推动美国经济实现长期投资的互相关联的关键因素。
news flash· 2025-05-05 15:05
Group 1 - The core viewpoint is that the interconnected factors of Trump's tariff policies, tax cuts, and deregulation agenda are key to driving long-term investment in the U.S. economy [1]
特朗普经济顾问试图安抚债券投资者,但反被问到崩溃
news flash· 2025-04-29 23:41
特朗普经济顾问试图安抚债券投资者,但反被问到崩溃 金十数据4月30日讯,在特朗普的关税引发了华尔街的一轮剧烈动荡之后,特朗普的首席经济顾问斯蒂 芬·米兰在上周五的一次会议上安抚主要债券投资者,但收效甚微。据知情人士透露,一些与会者认为 会议适得其反,有两人认为米兰关于关税和市场的言论"不连贯"或不完整,其中一人表示米兰"力不胜 任"。一位知情人士表示:"(米兰)收到了很多提问,然后就崩溃了。""当你面对的是一群知识渊博的 听众时,那些谈话要点很快就会被拆穿。"另一位知情人士则对政府的放松管制和减税措施更为乐观。 参会的大约15名人士包括来自对冲基金Balyasny、Tudor和Citadel的代表,以及资产管理公司PGIM和贝 莱德的代表。这次会议由花旗集团召集,与IMF的春季会议时间一致。 (英国金融时报) ...
美国财长称美股调整是健康的,不保证没有衰退,“如果有人在2006-07年踩刹车,就不会有08年的危机”
华尔街见闻· 2025-03-17 10:35
Core Viewpoint - The U.S. Treasury Secretary supports Trump's policies, stating that market adjustments are healthy and normal, and emphasizes the importance of sound tax policies, deregulation, and energy security for long-term market performance [1][2]. Group 1: Market Conditions - The S&P 500 index recently entered a technical correction, raising concerns among investors about the impact of Trump's policies on tariffs, immigration, and federal spending cuts [1]. - The Treasury Secretary reassures that the current market fluctuations are not indicative of a crisis but rather a transitional phase, asserting that a week is insufficient to alter market trends [1][3]. Group 2: Economic Outlook - The Treasury Secretary acknowledges that there is "no guarantee" against a recession, highlighting the unpredictability of economic events like the COVID-19 pandemic [2]. - He emphasizes the need for the Trump administration to reduce excessive government spending and stimulate the private sector, indicating that small banks are ready to start lending [2]. Group 3: Government Spending and Policy - The current level of government spending is deemed unsustainable, and the transition from government to private sector spending will significantly impact the economy [3]. - The Trump administration is not expected to intervene in the market due to short-term declines, with a focus on maintaining policy direction regardless of market fluctuations [4].