Economic Outlook - The Congressional Budget Office (CBO) projects that President Trump's tariff policies, immigration controls, and tax and spending legislation will increase unemployment and inflation rates while suppressing overall economic growth this year [1][3] - The CBO's updated economic forecast indicates a downward revision of the unemployment rate, inflation rate, and overall growth rate compared to earlier predictions made before Trump's inauguration [3][5] GDP Growth Projections - The CBO expects the real GDP growth rate to decline from 2.5% in 2024 to 1.4% this year, a further reduction from the initial forecast of 1.9% [5] - The decline in GDP growth is attributed to new tariff policies and reduced immigration leading to a slowdown in consumer spending [5] - The report anticipates a rebound in GDP growth to 2.2% by 2026, stabilizing at 1.8% in 2027 and 2028 [5] Economic Impact of Tariffs - Tariffs are reported to have increased the prices of consumer goods and services, thereby weakening household purchasing power and raising production costs for businesses reliant on imports [5] - Morgan Stanley's chief economist noted that the effects of the tariff policy will continue to manifest in the coming months, predicting weak growth in the fourth quarter of this year and the first quarter of next year [7] Government Response - A White House spokesperson expressed confidence that tax cuts, tariffs, deregulation, and energy expansion policies will yield positive results in Trump's second term, countering the pessimistic forecasts [7]

Core Points - The signing of the "Big and Beautiful" tax and spending bill by President Trump marks its official enactment into law, which has sparked significant controversy and debate among the public and political commentators [1][2] - The event was characterized by a symbolic gesture where House Speaker Mike Johnson handed the gavel, representing congressional authority, to Trump, leading to criticism that Congress is yielding its independence to the executive branch [1][2][4] Legislative Details - The "Big and Beautiful" bill reflects key elements of Trump's administration agenda, including tax cuts, reductions in healthcare and nutrition assistance spending, and increased military and border security funding [4] - There is a significant divide among lawmakers regarding the bill, with all Democratic members and two Republican members voting against it during the House vote on July 3 [4] - The bill is projected to increase the already high federal deficit by approximately $3.3 trillion over the next decade, potentially resulting in millions of Americans losing healthcare and food assistance [4]

Group 1 - The core point of the article revolves around the escalating tensions between Elon Musk and Donald Trump, particularly regarding allegations of drug use by Musk and Trump's response to Musk's criticism of his proposed legislation [1][2] - Trump allegedly claimed to have provided information to The New York Times about Musk's drug use, which Musk has denied [1] - Musk has threatened to form a new political party, the "American Party," if Trump's proposed legislation passes, criticizing the current two-party system in the U.S. [2] Group 2 - Musk criticized the proposed legislation, stating that any congressman who supports it while promising to cut government spending will face consequences in the upcoming midterm elections [2] - Trump suggested the possibility of expelling Musk from the U.S. and criticized him for receiving substantial government subsidies, implying that Musk would not have succeeded without them [2]

Core Points - The "Big and Beautiful" tax and spending bill was signed into law by President Trump on July 4 [1] - The bill was passed by the House of Representatives with a vote of 218 in favor and 214 against [1] - The legislation has faced controversy due to cuts in federal aid, increased long-term debt, and tax reductions for the wealthy and large corporations [1] - Two Republican representatives voted against the bill during the vote [1] - The Senate had previously approved the bill on July 1 [1]

美国众议院投票，已经有足够多票数通过"大漂亮"税收和支出法案，投票仍在继续。后续将移交给总统 特朗普签字为法律。 ...

Core Viewpoint - The Republican Party has canceled the consumption tax on wind and solar projects at the last moment, leading to a significant rise in U.S. solar stocks. However, concerns remain regarding the potential increase in costs for renewable energy developers due to reliance on foreign components and supply chains dominated by China [1][2]. Group 1: Tax Legislation Impact - The latest tax and spending bill passed by the U.S. Senate includes a gradual phase-out of tax credits for solar and wind energy starting in 2026, with complete elimination by 2028. Projects must be operational by the end of 2027 to qualify for tax credits [2]. - The bill allows nuclear tax credits to continue until 2036, while hydrogen tax credits will be eliminated by 2028 [2]. Group 2: Industry Reactions - The President of the Solar Energy Industries Association expressed concerns that the bill undermines the recovery of U.S. manufacturing and the country's global energy leadership, predicting higher electricity costs for households and potential job losses [2]. - Some U.S. manufacturers support the proposed tax changes, emphasizing the need to reduce dependence on China's clean energy supply chain [1]. Group 3: Legislative Challenges - The bill, known as the "Big and Beautiful Act," passed the Senate with a narrow margin of 51 to 50 but faces significant challenges in the House of Representatives due to concerns from some Republican lawmakers about its impact on the federal deficit [2]. - The Congressional Budget Office estimates that the bill could increase the federal deficit by at least $3 trillion over the next decade [2].

金十数据7月1日讯，当地时间7月1日，美国总统特朗普当日表示，他愿意推迟其国内政策法案的最后期 限，并保证在削减开支方面不会"过于疯狂"。特朗普表示，他希望在7月4日之前通过这项"大而美"税收 和支出法案，但他认为很难做到，因此可能会在7月4日左右通过。在被问及一些拟议修正案是否过于激 进时，特朗普表示，他不想在削减开支方面"过于疯狂"，而且这是一项规模很大的法案，规模较小的法 案虽然容易通过，但他认为效果不会这么好。 （央视） 特朗普称愿意推迟"大而美"法案通过的最后期限 订阅特朗普动态 +订阅 ...

美国总统特朗普：希望在7月4日左右推出税收和支出法案。 ...

Group 1 - The core point of the article emphasizes the importance of the July 4th deadline for tax and spending legislation, indicating it is significant but not the final goal [1] Group 2 - The article suggests that the discussions around tax and spending are ongoing and will continue beyond the specified deadline [1]

Group 1 - The article discusses President Trump's comments regarding tax and spending legislation, suggesting that Senator Fetterman may join the supporting camp [1]