The New Year Economic Shift in the US: How Will Tax Cuts and Housing Reforms Shake Up Global Asset Allocation?

【BlockBeats】Recently, I heard an interesting piece of news—the new US government is planning a series of major moves. According to reports, next year will see the launch of the most aggressive housing reform plan in US history, with the core idea of addressing the skyrocketing housing prices. Government analysis suggests that one of the key factors driving up housing prices is the demand pressure caused by a large-scale immigration wave in recent years. Previously, the government provided taxpayer-funded housing subsidies for immigrants, which ironically worsened the affordability issues for ordinary people in renting and buying homes.

In addition to housing policies, tax reduction plans are also coming. Next year will see the implementation of the largest tax cut policy in US history, expected to save many families between $11,000 and $20,000 annually. This amount is significant, injecting new momentum into consumption and investment.

From a macroeconomic perspective, this combination of policies could reshape the asset allocation landscape in the US. Housing policies impact the real estate sector, while tax cuts influence consumer spending power and corporate profits. These changes will ultimately transmit to global financial markets. As policies from the world’s largest economy, they will have chain reactions on asset pricing and market cycle judgments, which warrants close attention.