国际金融市场早知道：7月1日

Group 1 - The "Big and Beautiful" tax and spending bill proposed by President Trump faces delays in the Senate, with a vote postponed to June 30, and is estimated to increase U.S. national debt by $3.3 trillion over the next decade according to the Congressional Budget Office [1] - The U.S. Treasury Secretary stated that there is no reason to increase the issuance of long-term national debt given current yield levels, but hopes for a decline in yields as inflation slows [1] - The European Central Bank maintains a 2% inflation target and considers the harmonized consumer price index (HICP) as an appropriate measure, while also suggesting the inclusion of owner-occupied housing costs in inflation statistics [3] Group 2 - Germany's June CPI rose by 2% year-on-year, reaching the European Central Bank's target level for the first time in nearly a year [4] - The U.S. Federal Reserve official reiterated expectations for a rate cut this year, with three rate cuts anticipated next year [2] - The U.S. White House announced the resumption of trade negotiations with Canada following the cancellation of the digital services tax [1]