Group 1 - The Speaker of the House, Mike Johnson, is working to maintain the $40,000 state and local tax (SALT) deduction cap in the tax reform bill currently under Senate review [1] - Republican senators are proposing to tighten the SALT cap during discussions with President Trump regarding the large-scale tax reform plan [1] - Johnson emphasized the importance of the SALT provision for ensuring the bill's passage in the House during the final vote this summer, given the internal divisions within the Republican majority [1] Group 2 - Johnson remains optimistic about the tax reform bill passing before July 4, despite policy disagreements with the Senate and opposition from billionaire allies like Elon Musk [2] - The Senate plans to raise the U.S. debt ceiling by $5 trillion, which has led to opposition from Senator Rand Paul and demands from three conservative senators for larger spending cuts [2] - Johnson assured that the plan will proceed as scheduled [2]

Group 1 - U.S. Treasury yields continued to decline as investors awaited new employment market data, with the 10-year Treasury yield dropping over 10 basis points [1][5] - As of the latest report, the 2-year Treasury yield fell by over 3.1 basis points to 3.846%, the 10-year yield decreased by 4.1 basis points to 4.324%, and the 30-year yield dropped by 4.7 basis points to 4.841% [1] - The disappointing economic data, including a service sector activity drop to 49.9% and a private sector job increase of only 37,000, raised concerns about the U.S. labor market and its potential economic impact [3][4] Group 2 - The recent ADP employment report indicated the lowest monthly job addition in over two years, leading to skepticism about the data's reliability [4] - President Trump called for the Federal Reserve to lower interest rates in response to the disappointing employment data, emphasizing the need to eliminate the debt ceiling to prevent economic disaster [4] - Despite the disappointing data, Deutsche Bank noted that the latest figures were not "bad enough" to raise concerns about a recession in the world's largest economy [4] Group 3 - Investors are closely monitoring upcoming trade data and initial jobless claims, as well as the non-farm payroll data and unemployment rate set to be released [6] - In the European bond market, yields on key bonds also fell, with the 10-year German bond yield dropping by 3.7 basis points to 2.485% [6] - In the Asia-Pacific market, most Japanese bond yields decreased, with the 10-year yield falling by 3.3 basis points to 1.467% [8]

美国众议院议长约翰逊：（谈及债务上限）在不同程度上都难以应对。 ...

Group 1 - The core viewpoint is that passing the tax legislation is considered the best approach to address the debt ceiling issue [1] Group 2 - The statement was made by House Speaker Johnson, indicating a strategic legislative move [1] - The tax bill is positioned as a solution to the ongoing concerns regarding the national debt limit [1] - This approach may influence future fiscal policies and budgetary discussions within the government [1]

当地时间6月4日，美国总统特朗普在其社交媒体平台"真实社交"上发文称，他同意参议员伊丽莎白·沃 伦在某些问题上的观点。特朗普表示，债务上限应该彻底取消，以防止经济灾难的发生。特朗普称，债 务上限"太具破坏性"，不应该被那些想利用它的政客们掌控。此前，沃伦表示，需要通过一项两党法 案，永远废除债务上限。沃伦同时表示，为了给亿万富翁提供更多税收减免而将债务上限提高4万亿美 元的做法令人愤慨。对此，特朗普表示，有关沃伦参议员提到的"4万亿美元"言论，必须在一个尽可能 短的时间内完成。 美国总统特朗普：债务上限应该彻底取消 ...

Group 1 - President Trump advocates for the complete elimination of the debt ceiling to avoid economic disaster, aligning with Senator Warren's views [1] - The Republican Party is pushing for a comprehensive legislative package that includes a new round of tax cuts, while facing a potential deadline to raise the debt ceiling before August [1][2] - The House version of the tax and spending bill proposes significant cuts to Medicaid by $700 billion and SNAP by $300 billion, raising concerns from six Nobel laureates about the impact on essential social safety nets [3] Group 2 - The Congressional Budget Office (CBO) projects that the House Republican tax legislation could increase the national debt by $2.4 trillion by 2034 [4] - Elon Musk expresses concerns about the U.S. heading towards "debt servitude" and suggests drafting a new spending bill to avoid significant deficit increases [4]

美国管理和预算局主任Vought：白宫不支持将债务上限从调解法案中剔除。 ...

特朗普：债务上限应彻底取消 以避免经济灾难 金十数据6月5日讯，美国总统特朗普在社交媒体最新发文："我非常高兴地宣布，经过这么多年，我终 于在某件事上与美国民主党参议员沃伦达成了共识 ：债务上限应彻底取消，以避免经济灾难。将其交 由政客们掌控实在是太危险了——即便这可能对我们国家（甚至间接对全世界）造成可怕影响，仍有政 客想利用债务上限谋取政治利益。至于沃伦参议员关于4万亿美元的第二次声明，我也很喜欢，但这必 须在一个尽可能短的时间内完成。让我们共和党和民主党携手合作，做成这件事！" ...

Core Viewpoint - President Trump advocates for the complete elimination of the debt ceiling [1] Group 1 - The proposal to eliminate the debt ceiling could have significant implications for fiscal policy and government spending [1] - This stance may influence market perceptions regarding U.S. government creditworthiness and fiscal responsibility [1]

特朗普力推的《大漂亮法案》在众议院以微弱优势通过后，参议院成为决定其命运的关键。 最具争议的是，法案包含了将债务上限从4万亿提升至5万亿美元的条款，这一举措成为共和党内部的关 注焦点。参议员Rand Paul联合至少3名同僚强硬反对，威胁让法案夭折。美财政部长警告，如果不提高 债务上限，8月即将触及债务上限"X日期"。 参议院微妙平衡：三票定乾坤 据媒体最新报道，美国共和党在参议院仅有微弱多数，任何三名议员的反对都可能让法案夭折。 参议院多数党领袖John Thune面临与众议院议长Mike Johnson同样严峻的数学难题。5月份众议院版本仅 以1票优势惊险过关，为参议院博弈埋下不祥预兆。 比如众议院议员Chip Roy虽然投了赞成票，但其后在社交媒体上直言法案"必须在后续版本中得到改 善"。 债务上限：博弈主战场 参议院多数党领袖John Thune面临党内不同派系的拉锯：财政鹰派要求进一步削减开支，温和派则对医 保等社会项目的削减表示担忧。而债务上限是博弈的主战场。 报道称，参议员Rand Paul成为债务上限条款最直接的反对者。Paul在电视节目中明确表态： 如果债务上限条款被移除，我很可能会对法案其 ...