📢【Macroeconomic Policy｜The U.S. Plans to Introduce the Largest Tax Cut in History】
On May 1, U.S. President Trump publicly stated that the forthcoming "Big Beautiful Bill" may bring the largest tax cuts in U.S. history, with effects that "may even surpass the tariff policy."
🔹 Trump emphasized that if the bill is obstructed by the Democrats, it could lead to a "risk of tax increases of up to 58%."
🔹 He also praised Senate Majority Leader John Thune for his efforts in promoting the legislation.
📈【Potential Market Impact Analysis】
– If the bill progresses smoothly, it will mark the beginning of a new round of tax cuts and expansionary fiscal policies, expected to stimulate domestic demand, corporate capital expenditures, and investment sentiment.
– Correspondingly, pressure on the dollar will decrease, benefiting risk assets such as tech stocks, gold, and cryptocurrencies in the short term.
– However, since the legislation still needs to pass both chambers, policy uncertainty remains high, and the market should closely monitor the progress of subsequent negotiations.
📌 Conclusion: This type of macroeconomic policy narrative is redefining the flow of funds, and investors should pay attention to the possibility of policy implementation and its impact on global asset reallocation.
