每周精选 --- weekly mash - Market Insights 市场洞察 weekly mash - 每周简报 - A few charts / thoughts, without extensive commentary, in a week that felt like one of the quieter weeks in markets year-to-date – in spite of all the geopolitical focus on the evolving situation in the Middle East : 本周市场相对平静，尽管中东局势不断演变引发⼴泛的地缘政治关注，以下是⼀些图表和思考， 未做过多评论 ： 1. A lot of ink and intellectual horsepower has been deployed around the theme of US exceptionalism, USD strength and US asset performance. In conversations with a large Nordic a ...

21 May 2025 | 4:01PM EDT What's Top of Mind in Macro Research: Growing US fiscal concerns, tracking trade flows, the positives of population aging Transcript US: fiscal concerns grow We estimate that the House Republican reconciliation package that extends expiring tax cuts, enacts new tax cuts, and reduces spending will increase the US deficit by around $275bn, or 0.8% of GDP, next year compared with current policy. This increase is slightly larger than we originally anticipated, mainly owing to more gener ...