拜登將提 2兆美元 美國基礎建設方案 - 股票

拜登將提 2兆美元 美國基礎建設方案
Biden's Infrastructure Bill Could Be $2 Trillion Behemoth
—Here's What Goldman Sachs Is Expecting

https://reurl.cc/GdjxzG

Mar 1, 2021

TOPLINE With President Biden’s $1.9 trillion stimulus bill now making its
way to the Senate, analysts from investment giant Goldman Sachs laid out
their expectations for his forthcoming infrastructure spending initiative—
the second phase of his ambitious plan to revitalize the American economy.

KEY FACTS
In a research note late Sunday, Goldman Sachs’ analysts said they expect the
proposal will be worth at least $2 trillion—and potentially even double that
—over the next 10 years based on previous proposals and estimates of how
much investment will be necessary to shore up U.S. infrastructure.

They also note that the upcoming package could be broader in scope than
expected and has the potential to expand beyond infrastructure, green energy,
and climate change initiatives to include a spate of Democratic priorities
including childcare, healthcare, and education initiatives, though the
Washington Post reported last month that Democrats are far from united on
what the final proposal should look like.

Goldman’s analysts expect that lawmakers will introduce tax increases,
especially on corporations and capital gains, to pay for at least some of the
initiative (prior Covid-19 relief legislation has been financed with debt).

Those tax increases will offset up to about $1 trillion of the total cost of
the final package, the analysts said.

The analysts also expect Biden and Democrats to undertake a longer effort to
reach a bipartisan consensus with Republicans than they did on Covid-19
relief, though they add that they “doubt this will succeed” given the
disagreements that are likely to crop up over climate spending and the tax
hikes that will be necessary to offset the bill’s steep price tag.

Neil Bradley, chief policy officer at the right-leaning Chamber of Commerce,
told the Financial Times last week that corporate tax hikes in the bill will
“make American companies less competitive at the very moment that we need a
broad economic recovery” and will “make passing a bill probably next to
impossible.”

BIG NUMBER
Between 2% and 9%. That’s how much Biden’s infrastructure plan could boost
GDP in the short run, according to Bank of America. The long-run impact would
be “considerably more,” the bank said.

CRUCIAL QUOTE
“We are so far behind the curve,” Biden said last month ahead of a meeting
with labor leaders to discuss his stimulus and infrastructure legislation. “
We rank something like 38th in the world in terms of our infrastructure—
everything from canals to highways to airports.” He added that the United
States needs to do “everything we can do...to make ourselves competitive in
the 21st century.”

KEY BACKGROUND
A pledge to revitalize the United States’ aging infrastructure and invest
heavily in clean energy and domestic manufacturing was a key tenet of Biden’
s presidential campaign, and the push has taken on a new urgency after
powerful winter storms caused widespread blackouts and water shortages in
Texas last month. House Democrats passed a $1.5 trillion infrastructure plan
last summer, but the vehement opposition in the GOP-led Senate, especially
with regard to provisions designed to fight climate change, meant the bill
never advanced any further. “This so-called infrastructure bill would siphon
billions in funding from actual infrastructure to funnel into climate change
policies,” Senate Majority Leader Mitch McConnell (R-Ky.) said at the time.

WHAT TO WATCH FOR
The Associated Press reports that the White House could release its proposal
sometime this month. Without Republican support, the Goldman Sachs’ analysts
expect Democrats to advance Biden’s infrastructure spending bill through a
lengthy budget process that will push its passage to July at the earliest and
potentially as late as the fall.


心得/評論：

源源不斷的美元。請問美國再提出 2兆美元的基礎建設方案

在台灣的我們可以投資什麼呢?




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