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巴克莱:减税又如何 美元中期下行前景依旧难改

日期:2017-11-08
巴克莱资本(Barclays capital)分析师周三(11月8日)撰文就美国税改计划与美元前景进行分析,具体内容如下:

该行研究团队认为,减税提案主要倾向于企业和富有人群,对中产阶级的影响复杂,可能会对美元总需求产生温和且暂时性的影响,但不太可能改变美元的中期下降趋势。

税收联合委员会对这一提案进行了评分,并得出结论称,未来10年,美国的赤字将增加1.487万亿美元,仅低于1.5万亿美元的上限。

巴克莱:减税又如何 美元中期下行前景依旧难改(图1)

国会预算局(CBO)接下来会做出一个完整的分析。

美元人气将会受到支持和反对这一提案的呼声推动,有关税收计划的讨论将成为焦点,因市场正在评估税改通过的可能性。

但鉴于目前美国的主要风险已经不存在,其他地方的特殊因素可能会重新获得关注。

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