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英国预算案“画饼”2029?市场不买账,国债英镑齐回吐
Zhi Tong Cai Jing· 2025-11-27 13:13
值得一提的是,当里夫斯计划以增税260亿英镑(约合340亿美元)的方式来强化国家财政状况时,这一举措遭到了英国多家大型企业首席执行官的集体声讨与 批评。来自酒店、保险和银行等多个行业的商业领袖表示,该预算案未能为英国经济增长奠定基础。有CEO甚至将其描述为一份"寅吃卯粮"的预算,认为其 本应采取更激进的措施。 在周三预算案公布前,这些商界领袖曾表示,如果成本持续上升,他们可能会削减投资。如今增税已确认,部分企业正在筹划下一步行动,其中可能包括在 压力最大的行业进行裁员。 周四,英国国债与英镑双双回吐了预算案公布后的涨幅。英国国债即将结束连续五日的上涨行情,英镑也告别了自8月初以来的最佳表现态势。原因在于, 投资者正在评估这份将增税措施全面生效时间推迟至本十年后半段的预算案对经济产生的影响;与此同时,英国基准富时100指数的表现也逊色于全球主要股 指。 里夫斯如今仿佛置身于钢丝之上,艰难地保持着平衡:她既要设法增加财政收入,又得避免加剧通胀压力,同时还要安抚那些神经高度紧绷的债市投资者。 市场对她将财政规则缓冲额度提高一倍多的举措,虽报以了谨慎的欢迎态度,但最新市场走势却表明,后续行情能否进一步上扬,将取决于经 ...
欧央行下周按兵不动?官员放风:通胀受控 维持利率是合理之举
Zhi Tong Cai Jing· 2025-09-02 23:24
Group 1 - The European Central Bank (ECB) is likely to maintain stable interest rates next week due to inflation levels nearing targets and resilient economic performance [1] - ECB officials, including Madis Muller, suggest a patient approach, closely monitoring upcoming economic data before making adjustments [1] - There is a diminishing willingness for further easing of policies after eight rate cuts, with current inflation in the Eurozone being well-controlled [1][2] Group 2 - Finnish and Lithuanian central bank leaders express concerns about downside risks to inflation, indicating a cautious outlook [2] - Muller notes that the new economic forecasts from the ECB will not show significant changes compared to the previous predictions made in June [2] - The recent political situation in France is highlighted, with the economy showing resilience but facing challenges related to high deficits and debt levels [2][3] Group 3 - The French government is on the brink of collapse, with a vote on a significant budget deficit reduction plan scheduled [3] - Villeroy emphasizes the importance of meeting the government's commitment to reduce the deficit to 3% of GDP by 2029 for debt stability [3] - The longer France delays addressing its fiscal issues, the more severe the future consequences will be [3]
法国财长Lombard:财政计划重点在于削减300亿欧元公共支出。计划包括通过削减两个公共假期节省40亿欧元。关键在于在2027年大选前修复法国财政。将与反对党一起“完善”财政计划。
news flash· 2025-07-16 06:28
Group 1 - The core focus of the fiscal plan is to reduce public spending by €30 billion [1] - The plan includes saving €4 billion by cutting two public holidays [1] - The key objective is to restore France's finances before the 2027 elections [1] - The government intends to collaborate with opposition parties to "refine" the fiscal plan [1]
卡塔尔经济论坛第二天活动的要点回顾:科威特称“低配美股”需要自担风险
news flash· 2025-05-21 23:03
Group 1 - The Kuwait Investment Authority's Managing Director, Sheikh Saud Salim Abdulaziz Al Sabah, emphasizes a commitment to long-term investments in the U.S. but warns about the diminishing time for capital returns to investors [1] - Donald Trump Jr. defends the tariffs imposed by his father as a means to promote U.S. economic growth and hints at a potential future presidential run [1] - Former U.S. Treasury Secretary Steven Mnuchin expresses greater concern over the U.S. budget deficit than trade issues, urging for "fiscal repair" [1]