The Business Times
business-time-50
CIO CORNER
·
SUBSCRIBERS

美国“K型经济”差距缩小下的投资组合布局

展望未来，刺激性政策有望惠及消费者

google-preferred-sourceAdd BT as a preferred source
    • 在美国，预计 Trump 政府将在2026年中期选举前推行“让美国再次负担得起”的政策。
    • 在美国，预计 Trump 政府将在2026年中期选举前推行“让美国再次负担得起”的政策。 图片来源：路透社

    Alexandre Tavazzi

    Published Tue, Jan 20, 2026 · 05:24 PM

    本文由AI辅助翻译

    查看原文

    迈入2026年，全球经济背景应有利于增长。我们已经度过了贸易不确定性的高峰期，同时货币和财政政策也普遍提供支持。

    至今为止，我们看到了分化的现象，尤其是在所谓的美国“K型经济”中。在美国，我们看到了不同收入群体、行业和股市表现之间的分化。

    2026年，我们预计这种分化将会缩小。良好的前景应能让美国经济扩张的益处更广泛地惠及各个收入群体和行业，从而使“K型经济”的下半部分向上弥合差距。

    此翻译对您是否有帮助？

    CIO CornerInvestment outlook

    TRENDING NOW

    As household size is hardly growing, is there a need to build super-large landed homes?

    Think twice about rebuilding that old landed property into a super-big house to max out GFA

    Trading under the symbol SPCX, SpaceX has picked a handful of brokerage firms to distribute shares in the IPO to retail customers in the US.

    SpaceX’s US$1.75 trillion IPO: How retail investors, including those in Singapore, can buy shares

    Source of wealth establishment processes are typically the most time-intensive elements in onboarding ultra-high-net-worth clients.

    Battle for Asia’s ultra-rich: ‘Singapore can’t afford to keep losing clients to Dubai, Hong Kong’

    Fears of the AI rally overheating have led to tech stocks taking a hit globally.

    STI drops as much as 1.7% as Asia markets hit by tech sell-off

    Latest T-bills Treasury Bills Results & Interest NewsLatest SSB Singapore Savings Bonds NewsLatest COE Certificate of Entitlement News
    Latest Johor-Singapore SEZ NewsLatest BTO Build To Order & Sales of Balance NewsLatest STI Straits Times Index NewsLatest SGX Dividends, Share Price NewsLatest Bonds Market NewsLatest Singapore Stocks To Buy NewsLatest Singapore Economy News
    View More