Group 1 - The UK Chancellor Rachel Reeves is expected to announce the annual budget on November 26, which is crucial for the Labour government led by Keir Starmer [1] - Economists estimate that Reeves may need to raise taxes or cut spending by up to £51 billion (approximately $68 billion) to fill the public finance gap and restore a fiscal buffer that is currently slightly below £10 billion [1][3] - The autumn budget is seen as a critical moment for Starmer and Reeves, following unpopular spending cuts that have led to a significant drop in Labour's poll ratings [1] Group 2 - Recent policy reversals, such as the cancellation of cuts to winter fuel payments for pensioners and disability benefits, have increased the public finance gap that Reeves must address [3] - Rising borrowing costs and increasing UK government bond yields further complicate Reeves' challenges [3] - The Office for Budget Responsibility is expected to downgrade productivity forecasts, which will likely lead to a downward revision of UK economic growth predictions, adding to the difficulties in budget calculations [3] Group 3 - Capital Economics stated that Reeves needs to raise between £18 billion and £28 billion to restore the fiscal buffer reserved in March and comply with fiscal rules requiring government day-to-day spending to be covered by tax revenues within five years [4] - The National Institute of Economic and Social Research (NIESR) predicts that Reeves may need to raise as much as £51 billion [4]

日本财务大臣加藤胜信：政府应该确保有财政缓冲，以应对危机；需要维持市场对日本国债的信心。 ...