贝森特和约翰逊对尽快就州和地方税达成妥协表示乐观 金十数据6月27日讯，美国财长贝森特和众议院议长约翰逊乐观地预计，他们将很快就州和地方税 （SALT）减免问题达成妥协，从而解决阻碍特朗普税收和支出法案的一个关键问题。贝森特说，他昨 天在财政部会见了一群"SALT共和党人"，双方取得了进展，贝森特说："我的感觉是，我们非常接近达 成协议。"这些共和党人正在推动保留众议院法案中把扣除上限从现行中的1万美元提高到4万美元的条 款，参议院草案则保持在1万美元。一些来自纽约州、新泽西州和加州的众议院议员威胁说，如果没有 足够折衷的方案，他们将阻止通过该法案。约翰逊向记者表示相信SALT减免将达成"各方可接受的解决 方案"，他预测法案其余分歧周五可化解。 ...

美国财政部长斯科特·贝森特和众议院议长迈克·约翰逊都乐观地表示，他们很快就能就州和地方税收减 免（SALT）立法草案达成妥协，这将解决阻碍总统特朗普税收和支出法案的关键问题。 贝森特表示，他昨天在财政部会见了一群他称之为"SALT共和党人"的人。他表示，尽管纽约州共和党 人尼克·拉洛塔宣称他"坚决反对"一项仅将上限提高五年的提案，但他们仍然取得了进展。 ...

Group 1: Tax and Spending Provisions - The "Beautiful Bill" is expected to increase the deficit by $3.8 trillion over ten years due to tax cuts and spending increases[2] - The bill includes $1.44 trillion for defense spending over the next decade, with a focus on shipbuilding and missile defense[2] - Welfare spending cuts will target Medicaid, student loans, and food assistance programs, among others[2] Group 2: Debt and Deficit Impact - The Congressional Budget Office (CBO) predicts the bill will increase the deficit by $500 billion by 2026, raising the deficit-to-GDP ratio from 5.5% to 7.0%[3] - Over ten years, the total deficit increase is estimated at $2.4 trillion, potentially raising total debt by $3 trillion if interest is included[3] - If the tax cuts are made permanent, the total debt increase could reach $5 trillion, with the deficit amounting to 6.8% of GDP[3] Group 3: Legislative Challenges - The Senate and House have differing views on key provisions, particularly regarding the SALT deduction cap and Medicaid cuts[4] - The Senate version proposes a $5 trillion debt ceiling increase, compared to the House's $4 trillion[5] - There is a significant push for the Senate to finalize the bill before the July 4 deadline, despite ongoing disagreements[5] Group 4: International Tax Provisions - The bill includes the controversial 889 clause, which may impose taxes on foreign entities that engage in "unfair taxation" against U.S. companies[6] - The 889 clause aims to increase revenue by approximately $120 billion over ten years, averaging $12 billion annually[8] - The clause reflects a shift from tariffs to international tax negotiations, indicating a potential change in U.S. trade policy focus[9]

Core Insights - Republican representatives from high-tax states are nearing an agreement on the SALT cap after a meeting with Treasury Secretary Scott Bentsen [1] - Progress was reported by California Representative Judy Chu and New York Representative Andrew Garbarino, although specific details of the negotiations were not disclosed [1] - This issue is critical for the passage of Trump's multi-trillion dollar tax and spending bill [1] Group 1 - The meeting with Treasury Secretary Scott Bentsen indicates a significant step towards resolving the SALT cap issue [1] - The representatives expressed optimism about reaching a quality proposal that can gain broad support [1] - The outcome of these negotiations could have substantial implications for tax policy and state funding [1]

6月初，美国企业家、前美国"政府效率部"负责人马斯克在社交媒体平台发文，痛批美国总统特朗普 的"大而美"税收与支出法案，称其"庞大、荒谬可笑、充斥政治操弄"。马斯克表示，这一法案将使美国 政府的预算赤字大幅增至2.5万亿美元，使美国公民背负难以承受的债务负担。他还在后续帖文中援引 美国国债剧增的图表称，这项庞大的法案"将令美国破产"。 当地时间6月17日，美国国会预算办公室当日发布的一项分析显示，在计入经济影响后，特朗普政府的 税改和预算法案将在未来十年内使财政赤字增加2.8万亿美元。据悉，这份报告将预期的债务偿还成本 纳入考量，发现该法案将提高利率，并在联邦债务基准预测的基础上增加4410亿美元的利息支出。 美国国会预算办公室本月早些时候发布了静态评分分析，估计特朗普政府的法案将带来数万亿美元的减 税和削减开支，但也会导致十年内赤字增加2.4万亿美元，并导致额外1090万人失去医疗保险。该机构 公布分析报告显示，美国众议院通过的共和党税改法案（即所谓的"大而美"法案）将使美国最低收入的 家庭每年多支出约1600美元。据该报告，与之相对的是，美国最富裕家庭的收入平均每年将增加1.2万 美元。这意味着该法案将进 ...

金十数据6月18日讯，无党派的美国国会预算办公室(CBO)周二预计，尽管经济产出增加，但特朗普总 统的全面减税和支出法案将导致10年内赤字增加2.8万亿美元。参议院共和党人正在审议该法案的修订 版，预算监督机构发布了对5月份众议院通过的法案版本的动态分析。CBO表示，该法案的税收条款将 在未来10年内使实际国内生产总值平均增长0.5%，从而使美国赤字减少850亿美元。但该机构表示，该 法案也将导致利率上升，从而使联邦债务的利息支出增加4,410亿美元。两周前，CBO预计特朗普的"大 美丽法案"将在10年内使联邦政府36.2万亿美元的债务再增加2.4万亿美元，但没有考虑潜在的经济影 响。如果将新债务的利息支出计算在内，成本将上升到3万亿美元。 CBO：特朗普的大美丽法案将导致赤字增加2.8万亿美元，尽管会拉高经济产出 ...

当地时间6月11日，美国总统特朗普回应马斯克道歉称："我认为他这样做非常好。" 当天，特斯拉与SpaceX首席执行官埃隆·马斯克在其社交媒体平台"X"上表示，他对上周发表的一些关于美国总 统特朗普的帖子感到后悔，称"内容说得太过了"。 在和特朗普进行了数天的"口水战"后，马斯克开始服软。此外，他还删除了部分和特朗普有关的帖子。 在正式离任"政府效率部"后，马斯克开始发泄对特朗普以及其内阁成员的不满。特别是特朗普力推的大规模税 收与支出法案在参议院通过后，马斯克的不满更是到达顶点。上周，他在社交媒体上连发多帖，批评特朗普政 府的大规模税收与支出法案。而特朗普也毫不示弱，在电视和社交媒体上进行反击。 综合自：央视新闻等 责编：李丹 校对：刘榕枝 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 6月5日，特朗普谈及马斯克时，称不知道还能不能与其保持良好的关系。特朗普当天表示，对马斯克"非常失 望"。 特朗普称，马斯克对特朗普政府撤销电动汽车"强制令"感到很不高兴。他当天还表示，马斯克了解"宏大而美 丽"法案的内部运作，且对此毫无异议，直到 ...

马斯克和特朗普二人上周因共和党主导的预算案在社交媒体上公开交锋，特朗普称马斯克"对 总统职位极不尊重"。此前，马斯克在"X"发文批评美国政府力推的大规模税收与支出法案， 并攻击特朗普，还称如果没有他，特朗普本会输掉2024年总统选举，他指责特朗普"忘恩负 义"。马斯克甚至转发与杰弗里·爱泼斯坦旧闻相关内容，随后删除。特朗普回应称有关爱泼斯 坦的指控是"陈年旧事"，并否认自己与其相关联。 据央视新闻报道，当地时间6月11日， 美国总统特朗普回应马斯克道歉称，"我认为他这样做 非常好。" 美东时间11日凌晨，特斯拉与SpaceX首席执行官埃隆·马斯克在其社交媒体平台"X"上表示， 他对上周发表的一些关于美国总统特朗普的帖子感到后悔，称"内容说得太过了"。 来源丨央视新闻 本期编辑 黎雨桐 "降息一个百分点"，特朗普施压！美股震荡加剧 马斯克反悔了！特斯拉股价盘前大涨 SFC 21君荐读 ...

Group 1 - The core viewpoint is that the U.S. tax and spending legislation aims to prevent the loss of corporate tax revenue to foreign governments [1] Group 2 - The legislation is designed to ensure that U.S. companies contribute to the domestic tax base rather than shifting profits abroad [1] - This initiative reflects a broader strategy to enhance the competitiveness of U.S. businesses while safeguarding tax revenues [1] - The U.S. Treasury Secretary emphasizes the importance of maintaining tax revenue within the country to support public services and infrastructure [1]

Core Points - The article discusses the internal divisions within the Republican Party regarding the proposed "Big Beautiful" tax and spending bill, which is over 1,000 pages long and has passed the House with a narrow margin [1] - The Congressional Budget Office (CBO) estimates that the bill will increase the national debt by $2.4 trillion over the next decade, with total costs potentially reaching $5 trillion if certain tax cuts are made permanent [1][2] - The bill could push federal debt to $46.9 trillion by 2029, more than double the $20.2 trillion debt level when Trump took office in 2017 [1][2] Internal Divisions - Republican senators are divided on key issues such as debt, healthcare cuts, and state interests, with 53 senators expressing differing opinions [1][2] - Some fiscal hawks within the party believe the bill does not adequately address the budget deficit, with Senator Ron Johnson expressing his concerns directly to Trump [2] - Medicaid cuts have become a major point of contention, with proposed stricter eligibility requirements affecting over 70 million low-income and disabled individuals [2][3] State Interests - Local interests complicate negotiations, with concerns raised by senators from various states regarding the impact of proposed changes on state projects and tax structures [5] - The proposed increase in the state and local tax deduction cap has sparked intense debate among senators from high-tax states versus those from lower-tax states [5] Legislative Timeline - The approaching July 4 deadline adds urgency to the negotiations, with the Republican Party needing to find a balance among its internal divisions to advance the legislation [6] - The slim majority in the Senate (53-47) and the House (220-212) means that any small opposition could derail the bill [6]