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【平安证券】宏观-海外宏观深度报告:从德国财政扩张看欧洲“觉醒”
2025年3月,德国和欧盟几乎同时祭出新一轮财政计划,被视为欧洲在财政协同上的一次“觉醒”。德国通过修宪突破“债务刹车”机制,有望令财政立场由紧缩立即转为扩张,并在长期提振实际经济增长1-2个百分点。欧盟的“重新武装欧洲”计划,是欧盟深化财政共担的另 ...
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