虽然关税收入能在一定程度上缓解财政压力，但公共债务占GDP的比例仍预计将在2034年前后攀升至 119%。大多数减税措施不太可能显著提振消费，而最大的支出削减将集中在医疗保障和食品补助领 域。鉴于该预算案对经济增长的实际拉动作用有限，Lombard Odier维持此前对美国经济增速的预测： 2025年增长1.3%，2026年增长1.4%。 【白银技术面分析】 尽管美国政府称其财政计划为"一项宏大而美丽的法案"，但Lombard Odier却难以从中看到任何值得乐 观的地方。该机构认为，这项预算案在宏观经济层面几乎没有提振作用，反而可能进一步恶化财政前 景。战略分析师Filippo Pallotti指出，该法案预计将在未来十年内使联邦赤字扩大约4万亿美元；如果减 税措施被永久化，赤字规模甚至可能更高。 周二（7月8日）欧市盘中，白银走势偏弱运行，截至发稿报36.70美元/盎司，跌幅0.11%。特朗普8月1 日的关税实施以及潜在的惩罚性关税带来了政策不确定性，但强劲的经济数据持续削弱贵金属的避险溢 价。 【要闻聚焦】 白银的技术面走势表明，交易者正等待更深幅度的回调后再重新入场。尽管中期上升趋势在关键均线上 方保 ...

Core Viewpoint - The Thai Finance Minister expresses confidence that the parliament will approve the budget for the fiscal year 2026 [1] Group 1 - The Thai government is preparing for the fiscal year 2026 budget proposal [1] - The approval of the budget is seen as crucial for the country's economic planning and development [1]

Group 1 - The U.S. International Trade Court has ruled that Trump's tariff policy announced on April 2 is invalid, stating that tariff regulation is a power reserved for Congress, not the President [3][6] - The White House has responded by claiming that the judges are unauthorized to comment on Trump's tariff policy, indicating that Trump will likely continue to push for tariffs, potentially escalating the legal battle to the Supreme Court or Congress [5][6] - This ruling marks the first significant legal challenge to Trump's policies, reflecting a strong signal of opposition within the U.S. legal system [6] Group 2 - Elon Musk has officially distanced himself from the Trump administration by resigning from the Department of Government Efficiency (DOGE), indicating a shift in his stance towards Trump [8] - Musk has previously criticized Trump, particularly regarding the administration's fiscal budget, which he believes contradicts the goals of DOGE [8] - The decline in Tesla's stock price has intensified Musk's feelings of discontent towards Trump's policies [9]