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J&J CFO: We're pleased with the engagement with the Trump administration
CNBC Television· 2025-07-16 15:30
Manufacturing Growth & Investment - BioPharma manufacturing has increased by 221% since 2016 [1] - All other manufacturing industries only increased by 38% [2] - BioPharma facilities increased from 1,000 in 2017 to 1,500 [2] - Johnson & Johnson committed to $55 billion of investment in the US [2] Tax Policy Impact - Good tax policy translates into bringing manufacturing jobs back to the US [1] - The 2017 Tax Cuts and Jobs Act (TCJA) provided evidence of this [1] Supply Chain & Production - Johnson & Johnson aims to supply all medicines to US citizens from US facilities by the end of the decade [2] - Building BioPharma manufacturing facilities takes time [2][3] - High-quality and reliable products are essential for patients [3] Government Engagement - The administration is listening and understanding the business [3] - There is an understanding that building these facilities takes time [3]
X @CoinDesk
CoinDesk· 2025-07-10 03:16
Policy Focus - US digital assets tax policy is getting the spotlight [1] Industry News - Crypto week reports on digital assets tax policy [1]
GOP needs to hope for ‘improvement in the economy’: Kasich reacts to megabill backlash
MSNBC· 2025-07-08 21:10
Healthcare Bill Impact - The bill is unpopular with Americans, with polls showing Republicans "underwater" on the issue [8] - The bill includes Medicaid cuts that are expected to cause hospital closures and have real-world effects [5] - Republicans are budgeting for people to be kicked off Medicaid to pay for tax cuts [2][13][14] - Work requirements for Medicaid eligibility are included, but their effectiveness and factual basis are questioned [2][6][7] Economic and Fiscal Implications - The bill is expected to increase debt and deficit [3][5] - Republicans argue that continuing tax cuts are critical for economic growth [9] - Democrats are labeling the bill as a cut to healthcare with tax cuts for the rich, increasing the debt [12] - The bill lacks fundamental reform in the healthcare system, focusing on cuts rather than improving health outcomes [17][21] Political Landscape - Democrats are likely to win the House in the midterm elections, partly due to the unpopularity of the bill [11][12] - Republicans face the challenge of countering the Democrats' narrative that the bill takes away healthcare [10] - The bill started as a tax policy exercise but became a healthcare conversation, for which Republicans were unprepared [24]
LPL Research Team Releases Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
Globenewswire· 2025-07-08 13:00
Core Insights - The Midyear Outlook 2025 presents a data-driven perspective on the economic and market landscape, emphasizing the need for investors to adapt to ongoing challenges such as inflation and trade uncertainties [2][3][7] - The report suggests that while the economic environment may face adverse effects from trade policies, there are emerging investment opportunities as policy-driven uncertainties begin to stabilize [4][7] Economic Environment - The report indicates that the second half of 2025 will likely see slower economic growth, reduced labor demand, and a slight increase in inflation due to the delayed effects of trade policies [7] - Concerns regarding debt, trade uncertainties, and a cautious Federal Reserve are expected to keep Treasury yields within a range, with a focus on income generation through intermediate-term bonds [7] Investment Strategies - The stock market's performance in the latter half of the year will depend on various factors including trade negotiations, advancements in AI, interest rate fluctuations, and tax policies [7] - Investors are advised to consider market pullbacks as potential opportunities to selectively increase equity positions, despite anticipated volatility in a challenging macroeconomic environment [7] Trends and Opportunities - Tactical portfolios should balance risk management with the pursuit of emerging opportunities, emphasizing diversification across asset classes, regions, and alternative investments to enhance resilience [7] - Staying vigilant during periods of market volatility may provide timely chances to acquire equity at more favorable valuations [7]
