Core Viewpoint - The U.S. Treasury Secretary Scott Benset and House Speaker Mike Johnson express optimism about reaching a compromise on the SALT (State and Local Tax) legislation, which is crucial for addressing key issues in President Trump's tax and spending proposals [1] Group 1 - Benset met with a group referred to as "SALT Republicans" to discuss the legislation [1] - Despite opposition from New York Republican Nick LaLota, who firmly opposes a proposal to raise the cap for only five years, progress has been made [1]

Group 1 - The U.S. non-farm employment growth slowed in May, with an increase of 139,000 jobs, which is below the revised 147,000 jobs in April, indicating a cautious labor market due to tariff uncertainties [1] - The unemployment rate remained stable at 4.2% for the third consecutive month, reflecting overall stability in the labor market [1] - Average hourly wages increased by 3.9% year-on-year, surpassing the previous value of 3.8% and the expected 3.7%, with a monthly increase of 0.4% [1] Group 2 - Analysts suggest that this year's employment growth partly reflects companies hoarding labor amid the uncertainty of Trump's tariff policies, which hinders long-term planning [2] - Financial markets expect the Federal Reserve to maintain the benchmark interest rate at 4.25%-4.50% until September, with good wage data potentially lowering rate cut expectations [2] Group 3 - Following the latest non-farm report, futures traders expect the Federal Reserve to cut rates twice this year, in September and December [3] - Fed officials continue to support a wait-and-see approach regarding interest rates, citing inflation risks and stable labor market conditions [3] - Analysts indicate that more signs of weakness in the labor market are needed before the Fed considers rate cuts [3]

金十数据6月5日讯，据华尔街日报报道，在马斯克抨击共和党庞大的税收和支出法案后，特朗普似乎对 马斯克失去了耐心。与此同时，马斯克对特朗普决定撤回提名一位重要盟友领导NASA的决定感到恼 火。一名白宫高级官员表示，特朗普对马斯克痛斥他签署的法案的决定感到不高兴，称总统对马斯克在 与其密切合作了四个月后决定加大批评力度感到困惑。这位官员表示，特朗普的高级顾问对马斯克的最 新攻势感到措手不及。据知情人士透露，白宫最近否决了特朗普提名的美国航空航天局（NASA）局长 Jared Isaacman的举动，也使两人之间不稳定的联盟关系变得紧张。一位直接了解此事的人说，这一决 定激怒了马斯克，他在周末向同事抱怨说，他捐赠了数亿美元，帮助特朗普在去年的竞选中当选，结果 却看到Isaacman的提名被取消。接近马斯克的人说，他对NASA事件的失望使他更愿意积极批评税收法 案。 订阅马斯克动态 +订阅 美媒：特朗普对马斯克的反对声音失去耐心 两人关系如履薄冰 ...

Core Insights - The Congressional Budget Office (CBO) projects that by 2034, tax and spending legislation will lead to an increase of 16 million uninsured individuals in the United States [1] Group 1 - The CBO's forecast indicates significant implications for the healthcare industry, particularly regarding the number of uninsured individuals [1] - The projected increase in uninsured individuals may impact healthcare providers and insurers, potentially leading to shifts in market dynamics [1] - The legislation's effects on tax and spending could influence overall economic conditions, affecting various sectors beyond healthcare [1]

Group 1 - The House of Representatives passed a comprehensive tax and spending bill, referred to as Trump's "beautiful bill," by a narrow margin of 215-214 votes, with all Democratic members and two Republican members voting against it [1][2] - The bill is expected to increase the federal debt by approximately $3.8 trillion over the next decade, according to the Congressional Budget Office (CBO), bringing the total federal debt to $36.2 trillion [2][3] - The legislation aims to fulfill several populist campaign promises from Trump, including new tax cuts for tips and auto loans, increased military and border enforcement spending, and funding to combat illegal immigration [2][3] Group 2 - The bill will extend the corporate and individual tax cuts enacted during Trump's first term and repeal several green energy incentives introduced by former President Biden [2][3] - The bill is projected to disproportionately benefit the wealthiest households, with the CBO indicating that it will reduce income for the poorest 10% of families while increasing income for the top 10% [3][4] - Republican supporters argue that failing to pass the bill would lead to increased tax burdens for many American families and plan to use it to raise the debt ceiling by $4 trillion [3]