市场消息：美国众议院通过了90亿美元对外援助和公共广播的预算削减，为特朗普签署成为法律铺平道 路。 ...

美媒：特朗普正直接介入94亿美元预算削减案 金十数据7月14日讯，据美媒Semafor报道，知情人士称，特朗普本周正直接介入这项94亿美元的预算削 减议案，并与参议员们进行直接沟通。一位政府高级官员称，参议员们也在准备应对，如果联邦削减计 划失败，特朗普可能会大发雷霆，而白宫不希望参议院修改这一方案。预算办公室主任沃特在周二的程 序性投票前表示，本周"可能会成为这座城市（指华盛顿）运作方式的一个重大转折点"。此外还存在政 治施压：特朗普正放出信号，表明那些为公共广播公司资金奔走的共和党人将得不到他的支持。 ...

Core Points - The Canadian Finance Minister has instructed cabinet members to identify budget cuts amounting to hundreds of billions of dollars to fund new government priorities, including increased defense spending [1] Group 1 - The directive aims to reallocate funds to support new government initiatives [1] - The focus on increasing defense spending indicates a shift in government priorities [1] - The scale of budget cuts suggests significant financial adjustments within the government [1]

Core Viewpoint - The Federal Reserve's Goolsbee indicates that government data may become more chaotic due to budget cuts, leading to less clarity in the meaning of key economic indicators [1] Group 1 - Government statistical agencies are facing budget reductions, which could impact the reliability of economic data [1] - The significance of some of the most important economic indicators is becoming less clear as a result of these budget constraints [1]

美联储古尔斯比：由于预算削减，政府数据可能会变得更不可靠。(新浪财经) ...

Core Viewpoint - Pakistan is expected to increase its defense spending while reducing its overall budget in the upcoming fiscal year, amidst economic growth initiatives and challenges from international obligations and tariffs [1] Group 1: Budget Overview - The government is likely to present a budget of 17.6 trillion rupees (approximately 62.45 billion USD) for the new fiscal year starting July 1, which represents a 6.7% decrease from the current fiscal year [1] - The projected fiscal deficit is expected to be 4.8% of GDP, with a target of 5.9% for the fiscal year 2024-25 [1] Group 2: Defense Spending - Analysts anticipate a 20% increase in the defense budget, which may be offset by cuts in research and development expenditures [1]

Core Viewpoint - The Director of the Office of Management and Budget, Vought, expresses the intention to submit additional budget reduction proposals [1] Group 1 - The focus is on potential budget cuts to address fiscal challenges [1] - The administration is actively seeking ways to streamline government spending [1] - Vought's comments indicate a proactive approach to managing the federal budget [1]

Group 1 - The U.S. Treasury has cut $2 billion from the IRS's IT budget without causing any operational disruptions [1] - The IRS has renegotiated IT and professional services contracts and canceled unused licenses, saving hundreds of millions annually [1] - The IRS spent $450 million on paper processing this year, with plans to reduce this to below $20 million through automation before the end of Trump's second term [1] Group 2 - Up to $50 billion of taxpayer funds have been wasted on IRS modernization efforts [1]

Core Viewpoint - Elon Musk is expected to address his timeline regarding his role in the Department of Government Efficiency (DOGE) during Tesla's Q1 earnings call, amidst ongoing speculation about his dual responsibilities as a tech leader and government advisor [1][3]. Group 1: Tesla's Current Situation - Tesla is undergoing a critical transformation phase, focusing on the commercialization of its Cybercab autonomous taxi and the Optimus humanoid robot [3]. - There are concerns in the market regarding Tesla's declining global electric vehicle market share and the production progress of its 4680 battery [3]. Group 2: Musk's Role in DOGE - Both the White House and Musk have denied that he will permanently exit DOGE, but they emphasize that his role is a "temporary arrangement" aimed at promoting government digital reform and budget cuts [3]. - The White House describes DOGE's objectives as "phased," while Musk has suggested that his government role must align with his commercial projects at Tesla and SpaceX, creating ambiguity in his long-term involvement [3].