据福克斯新闻：美国众议院多数党领袖斯卡利斯表示，非常有信心众议院将通过特朗普税收法案。 ...

沪铅产业日报 2025-06-05 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 沪铅主力合约收盘价(日,元/吨) | 16695 | 25 LME3个月铅报价(日,美元/吨) | 1986 | 5 | | 期货市场 | 07-08月合约价差:沪铅(日,元/吨) | 0 | -5 沪铅持仓量(日,手) | 88284 | -2414 | | | 沪铅前20名净持仓(日,手) | 711 | -162 沪铅仓单(日,吨) | 41698 | 0 | | | 上期所库存(周,吨) | 46500 | -1928 LME铅库存(日,吨) | 283150 | -1000 | | | 上海有色网1#铅现货价(日,元/吨) | 16500 | 75 长江有色市场1#铅现货价(日,元/吨) | 16680 | 100 | | 现货市场 | 铅主力合约基差(日,元/吨) | -195 | 50 LME铅升贴水(0-3)(日,美元/吨) | -19.72 | 2.45 | | | 铅精矿50%-60%价格, ...

贵金属日报 | 2025-06-05 ADP数据大幅低于预期 特朗普再促美联储降息 市场要闻与重要数据 昨日，在经济数据方面，5月ADP就业人数新增3.7万人，远低于预期的11万人，前值6.2万人。特朗普评ADP数据 称，"太迟先生"美联储主席鲍威尔现在必须降息。此外，他还称，债务上限应彻底取消，呼吁两党合作达成此 事。其他数据方面，美国5月ISM非制造业指数降低至49.9，将近一年来首次萎缩，预期从51.6上扬至52。而在财 政方面，特朗普税收法案将使美国赤字在10年间增加2.4万亿美元。 期货行情与成交量： 2025-06-04，沪金主力合约开于 783.10元/克，收于 782.42元/克，较前一交易日收盘 -0.09%。当日成交量为 191944手，持仓量为 180310手。昨日夜盘沪金主力合约开于 782.40 元/克，收于 785.50 元/克，较昨日午后收上 涨0.45%。 2025-06-04，沪银主力合约开于 8475元/千克，收于 8463元/千克，较前一交易日收盘-1.31%。当日成交量为 449279手，持仓量 379627手。昨日夜盘沪银主力合约开于 8,486 元/千克，收于 8, ...

Group 1 - The Republican Party, represented by Senator Crapo, expresses "very strong support" and a "very united position" regarding Trump's tax reform proposal [1]

Core Viewpoint - The article discusses the challenges facing the U.S. economy, particularly the rising government borrowing costs and the implications of a potential increase in the national debt due to tax cuts and other fiscal policies [1][2]. Group 1: Economic Impact of Rising Debt - The U.S. economy is experiencing a second wave of challenges following the resolution of tariff issues, with rising government borrowing costs becoming increasingly evident [1]. - Moody's downgrade of the U.S. credit rating has led to a sell-off in U.S. Treasury bonds, causing yields to rise sharply, with the 30-year Treasury yield reaching 5.089%, the highest since October 2023 [2]. - The Congressional Budget Office (CBO) predicts that the Republican tax cuts could increase the deficit to about 7% of GDP, an unprecedented level for a low unemployment economy [2][3]. Group 2: Government and Consumer Borrowing Costs - As Treasury yields rise, the government faces higher interest payments on nearly $29 trillion in debt, potentially leading to increased taxes or reduced government services for citizens [4]. - The high interest rate environment not only affects government finances but also impacts consumers, as borrowing costs for significant purchases like homes and cars are linked to long-term yields [4]. Group 3: Political Stance on Fiscal Policy - There is skepticism regarding whether the Trump administration will make substantial fiscal adjustments, with Republican leaders arguing that the CBO's deficit projections are exaggerated [5]. - Analysts suggest that there will be no significant fiscal tightening in the foreseeable future, and the U.S. is likely to continue running large deficits [5][6]. - The Trump administration's previous promises to address the deficit through efficiency measures have been scaled back, indicating a lack of urgency in tackling the growing debt [6][7].

Group 1 - The U.S. House Majority Leader Steve Scalise announced that a vote on the Trump tax reform bill will take place tonight [1]

Core Viewpoint - The article discusses concerns among bond investors regarding the U.S. government's willingness to make tough decisions to balance its budget, indicating a potential issue with national debt [1] Group 1 - Matthew Amis, the investment director at Aberdeen, highlights that the market is questioning whether the U.S. government is prepared to undertake difficult measures for budget balancing [1] - The article notes that the easing of trade tensions means tariffs will not significantly boost revenue, which could impact the government's financial strategy [1] - Recent developments regarding Trump's tax legislation suggest that U.S. debt is trending in a direction that may not align with market expectations [1]

法案前路依然艰难，堪比"泰坦尼克号"？ 此次关键转折点在于，此前在上周五投票中阻挡法案的四位强硬保守派议员——Ralph Norman（南卡罗 来纳州）、Chip Roy（德克萨斯州）、Andrew Clyde（佐治亚州）和Josh Brecheen（俄克拉荷马州） ——选择了"弃权"（"voted present" ，"选择'出席'但不投赞成或反对票"），从而让法案得以推进。 这项规模庞大的税收移民一揽子计划将延长2017年减税政策、大幅增加边境安全开支、削减多项社会福 利计划、限制气候变化投资，并引入多项创新性税收抵免等。5月12日，美国众议院筹款委员会公布了 特朗普税收法案《The One Big Beautiful Bill》，计划在未来十年内减税逾4万亿美元，并削减至少1.5万 亿美元支出。 上周五，特朗普曾在Truth Social帖子中敦促议员们"必须团结起来，支持'The One Big Beautiful Bill'"。 仅仅两天，特朗普税收法案（One Big Beautiful Bill Act）迎来反转，该法案成功通过了众议院预算委员 会的表决。 特朗普希望在7月4日前签署成法，美国财 ...

美国众议院议长约翰逊：我们仍在下周通过特朗普税收法案的道路上。 ...