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美欧日2026年财政赤字可能扩大
美欧日2026年财政赤字可能扩大
行业数据
下载Excel
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图片属性
图片格式：PNG
图片大小：168KB
图片尺寸：1190*787
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所属报告：
“大财政”系列之二：美债恐慌重演市场误读了什么？-260125（24页）.pdf
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相关数据
美国2026财政赤字高于去年同期水平
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行业数据
2026-07-21
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美国2025年财政赤字率相对平稳
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行业数据
2026-07-10
原图定位
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市场预期欧央行在年内不加息(7月3日)
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行业数据
2026-07-06
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美国2026财政赤字高于去年同期水平
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行业数据
2026-07-06
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图11、2024年中、美、日调味品渠道结构对比
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行业数据
2026-07-01
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中国对美、欧、亚、拉美出口结构变化
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行业数据
2026-06-24
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美国2026财政赤字高于去年同期水平
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行业数据
2026-06-15
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2023-2026年累计财政赤字季节
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行业数据
2026-05-25
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2026年美国财政赤字可能扩大
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行业数据
2026-05-25
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美国2026财政赤字高于去年同期水平
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行业数据
2026-05-25
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2025年韩国政府管理财政赤字率扩大至4.2%
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行业数据
2026-05-15
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图54、中国当前人力成本仍明显低于美欧等发达经济体
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行业数据
2026-05-11
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图14、美欧日货币政策宽松空间本已不大
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政策法规
2026-05-11
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美国2026财政赤字低于去年同期水平
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行业数据
2026-05-11
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市场预期欧央行在6月加息(5月9日)
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行业数据
2026-05-11
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美国财政赤字规模或将继续上升。以 2025 年《美丽大法案》为标志，美国财政扩张不再以衰退作为触发条件。2026 年赤字率或上升 0.8 个点至 6.8%左右，财政既扩大需求刺激，也增加供给侧投资。2026 年总体减税规模 3960 亿美元，相比 2025 世界经济 年的 2682 亿上升 47.7%，其中，个人层面减税规模 2750 亿；企业层面减税规模 1210亿。支出方面，2026 财年美国国防支出预计增加 10.4%至 10119 亿美元，增速达2008 年以来新高；特朗普计划在 2027 年将国防支出抬高至 1.5 万亿美元，增速接近50%。边境及移民支出或由 2025 年的 648 亿增加至 2026 年的 1126 亿美元。主因是美丽大法案一次性拨款 1910 亿美元，分 4 年使用，平均每年额外增加 478 亿美元，财政扩张或使美债风险更加常态化。
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“大财政”系列之二：美债恐慌重演市场误读了什么？-260125（24页）.pdf
海外政党的财政扩张意愿普遍加强
西方国家左、右翼在扩财政上已达成共识
美欧日2026年财政赤字可能扩大
主要经济体2025与2026年赤字率比较
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