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 ...

Group 1 - The approval rating of South Korean President Lee Jae-myung has surpassed 60% after one month in office, reaching 62.1%, an increase of 2.4 percentage points from the previous week [1][3] - The disapproval rating has decreased to 31.4%, down by 2.2 percentage points from the previous week, with 6.5% of respondents indicating they were unsure [3] - Factors contributing to the rise in approval include Lee's communication efforts with the public, government actions regarding the SK Telecom data leak, and new housing policies [3] Group 2 - Lee Jae-myung has expressed humility regarding his approval rating, noting that previous presidents had higher initial ratings, and he aims to earn public support through sincerity [3] - The Prime Minister Kim Min-sik has been tasked with addressing social issues, including public health and safety, and implementing government policies related to economic support and talent retention in AI and biotechnology [4] - The recent supplementary budget has received mixed reviews, with some experts suggesting it may provide short-term economic stimulus but highlighting the need for deeper structural reforms in the long term [3]

美国总统特朗普：（就预算案）我对我在众议院的共和党朋友们说，保持团结，投赞成票。 ...

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]

美国共和党参议员Curtis：美国参议院预算案应放宽清洁能源税收抵免的启动日期要求。 ...

2025.06. 06 特朗普回应称有关爱泼斯坦的指控是"陈年旧事"，并否认自己与其相关联。 此外，特朗普还威胁称有权取消马斯克旗下企业的政府合同和补贴，尽管目前未就此采取行动。他强 调，共和党内部空前团结，对预算案顺利通过持乐观态度。 微信编辑 | 小羊 推荐阅读 据央视新闻，当地时间6月7日，美国总统特朗普表示，若特斯拉与SpaceX首席执行官埃隆·马斯克 资助反对共和党预算案的民主党候选人， 将面临"非常严重的后果" 。 特朗普称："如果他这么做，他会为此付出代价。"但未透露具体措施。特朗普补充说， 已无意愿修 复自己与马斯克的关系，"我认为这段关系已经结束了。" 两人近期因共和党主导的预算案在社交媒体上公开交锋，特朗普称马斯克"对总统职位极不尊重"。 此前，马斯克在社交媒体平台X发文批评美国政府力推的大规模税收与支出法案，并攻击特朗普，甚 至转发与杰弗里·爱泼斯坦旧闻相关内容，随后删除。 马斯克，发文告别 ...

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]