Core Viewpoint - The Deputy Governor of the Bank of Thailand stated that concerns regarding political uncertainty have not increased and should not impact government spending and trade negotiations [1] Group 1 - The Deputy Governor emphasized that the current political landscape does not pose heightened risks to economic stability [1] - Government spending is expected to remain unaffected by political uncertainties, indicating a stable fiscal environment [1] - Trade negotiations are also anticipated to proceed without disruption, reflecting confidence in ongoing economic policies [1]

Group 1 - The relationship between investment and consumption is interdependent, and both are essential for expanding total demand in the economy [2][3] - Government spending should focus on both investment and consumption to stimulate economic growth, with current policies showing a structural bias towards investment [2][3] - The accumulation of material capital through investment is fundamental for economic growth, while consumption contributes to human capital, which is increasingly important in an innovation-driven economy [2][4] Group 2 - The debate over whether to prioritize investment or consumption is less productive than understanding their relationship within the overall economic cycle [3] - Government spending has become an integral part of daily economic cycles, and its effectiveness is hindered by issues such as mismatched flows and uncertainty in spending responsibilities [3][6] - A shift towards a human-centered logic in economic development is necessary, focusing on meeting people's needs through both investment and consumption [4][5] Group 3 - Urban-rural dualism restricts the mobility of farmers, impacting their access to equal public services and opportunities, which highlights the need for government investment and consumption to address these social identity issues [5][6] - Promoting social equity requires addressing inequalities in starting points and opportunities, with government policies aimed at facilitating migration and urbanization [7] - The central-local fiscal relationship is crucial for effective government investment and consumption, with local government spending being a significant component of overall fiscal policy [8][9] Group 4 - Current data shows that central government spending has increased by 9%, while local government spending has only grown by 3.9%, indicating insufficient expansion at the local level [9] - To implement more effective fiscal policies, reforms in the central-local fiscal relationship are essential, particularly in increasing the share of central government spending [9]

Core Viewpoint - The U.S. Secretary of Commerce, Gina Raimondo, emphasized that the initiative will not cost the government any money [1] Group 1 - The statement indicates a commitment to fiscal responsibility in government spending [1]

贝森特表示，如果美国继续保持目前这种支出水平，那么一切都是不可持续的，特朗普政府正致力于避 免一场"必然"发生的金融危机： 当地时间周日，美国财长贝森特在接受NBC采访中表示，"我从事投资行业已有 35 年，我可以告诉你， 调整是健康的，是正常的……我不担心市场。从长远来看，如果我们实施良好的税收政策、放松管制和 能源安全，市场就会表现良好。" "直接且极度兴奋的市场上涨才是不健康的，是金融危机的原因。如果有人在 2006 年和 2007 年踩下刹车，情况会好得多。我们就不会在 2008 年遇到那些问题。" 上周，标普 500 指数出现下跌，进入了技术性调整区域，投资者担心特朗普政府在关税、移民和削减联 邦政府开支方面的举措对经济的影响。 美股深度回调之际，美国财长再次发声力挺特朗普政策，不仅表示他不担心最近的市场低迷，还补充 说"不能保证"美国不会出现经济衰退。 特朗普政府一直在向市场传递一个信息，即短期的市场调整甚至是经济衰退都不会改变政策方向。上周 二， 特朗普表示根本不会经济衰退 、不担心市场抛售，而 卢特尼克也发声称 ，即便特朗普的政策导致 经济衰退，也是"值得的"。 ⭐星标华尔街见闻，好内容不错过 ...