最新报道:According to Bijie.com, Matthias Scheber, head of the multi-asset team at Allspring Global Investments, stated that US fiscal policy remains accommodative, and the passage of Trump's "Beautiful Bill" has undoubtedly added fuel to the fire. The bill is expected to contribute up to 1 percentage point to US economic growth in its first year, with the marginal impact gradually declining thereafter. From a macro perspective, the US economy remains robust: unemployment remains stable, real wages continue to grow, and corporate earnings are resilient. Barring a major job market shock or renewed concerns about the Fed's independence, we expect the Fed to maintain a wait-and-see approach, with the possibility of one interest rate cut this year. Future policy direction will largely depend on the trade-off between inflation and growth.