Group 1 - The Senate passed the "Big and Beautiful" tax and spending bill proposed by the Trump administration, with a key vote from Vice President Pence, and submitted it to the House of Representatives [1] - The Senate version of the bill differs significantly from the House version, with a $1 trillion difference in the debt ceiling and a 25% disparity, indicating the need for negotiation [2] - The Senate's proposed cuts to Medicaid exceed $1.2 trillion, which could have a substantial impact on the U.S. healthcare and welfare systems [2][3] Group 2 - The Senate version of the bill is perceived to favor the wealthy while being detrimental to the middle and lower-income classes, as the spending cuts may not effectively offset the revenue losses from tax reductions [3] - The U.S. is adopting a strategy of increasing tariffs externally while reducing taxes internally to attract foreign investment, which may have negative implications for global energy transitions due to significant cuts in green energy subsidies [4] Group 3 - Federal Reserve Chairman Powell indicated that the uncertainty surrounding Trump's tariff policies is causing the Fed to adopt a wait-and-see approach regarding interest rate cuts, which may have been initiated by 2025 without these tariffs [5] - Powell's recent statements reflect a shift in his stance, suggesting a possibility of rate cuts in July due to pressure from Trump and other global central banks pursuing looser monetary policies [6][7]
对内“大而美” 对外高关税 美国什么思路?美联储也受不住了?
Sou Hu Cai Jing·2025-07-03 09:41