number of key economic uh data releases coming this week. Today we get to CPI at 8:30 Eastern. Joining us now on the markets, Jeremy Seagull, professor ammeritus of finance at University of Pennsylvania's Wharton School of Business and chief economist uh at Wisdom Tree.Wisdom. You got a lot of wisdom. Um we both remember the Dow under a thousand, I think.Jeremy. Yeah. You have you've always you've always been genetically predisposed to to liking the market. You've also been genetically predisposed to not li ...

Tariff Impact & Economic Outlook - UBS认为，即使总统实施所有关税，有效关税率也仅增加2% [3] - 市场已消化关税噪音，因税收减免和预期降息提供支持 [4][8] - 市场意识到已实施的关税将在下半年对经济产生影响，通货膨胀将上升，企业利润将受到一定程度的打击 [7] Tax Cuts & Corporate Performance - 美国公司享受永久性的企业税削减，税率从35%降至21% [9] - 税收减免、资本支出条款、奖金折旧和研发支出将支持企业降低有效税率，即使他们面临关税的不利因素 [11] Dollar Dynamics & Global Investment - 全球投资者可能对美国资产配置过多，导致美元下跌 [12] - 美元走弱有利于美国公司，因为当他们转换较弱的美元时，他们的外国收入看起来更好 [13] Fed Policy & Market Drivers - 市场上涨并非完全依赖美联储降息，更倾向于经济保持良好状态 [14] - 人工智能资本支出周期将推动市场向前发展 [16] Small Cap Opportunities - 小型公司估值偏低，但需要通胀降低、美联储降息以及关税问题不大等条件才能真正上涨 [17][18] - 目前的环境（通胀高企，增长放缓）对小型公司不利 [19]

Market Overview & Key Topics - Fidelity's Market Sense discusses the passage of the tax and spending bill and ongoing tariff negotiations [1] - The discussion includes the latest happenings in the markets as the second half of 2025 begins [1] Fiscal Policy & Legislation - The program covers topics such as the "Big Beautiful Bill," tariffs, and tax cuts [1] - Specific legislation mentioned includes TCJA (Tax Cuts and Jobs Act) and SALT (State and Local Tax) [1] Social Programs & Benefits - Social Security and the Child Tax Credit are discussed [1] - HSA (Health Savings Account) and 529 plans are also covered [1] Economic Impact & Concerns - The potential impact of the Tax & Spending Law on the economy is analyzed [1] - The discussion includes the national debt [1]

with the political fallout from President Trump's sweeping tax and spending legislation that will cause millions to lose health care and food coverage over the next decade. That includes Elon Musk announcing he's launching a new political party, the America Party, after slamming the president's massive legislation. Meanwhile, Democrats see a path forward to win back voters by using the new law as a political cudel.As the New York Times points out, top party officials consider the president's sweeping domest ...

in Congress. A retired brigadier general in the Air Force, Bacon was first elected to the House in 2016, the same cycle as Donald Trump's first presidential election. In the decades since, Bacon's become known as one of the few Republicans who's been unafraid to speak his mind based on his principles, his beliefs, and what he thinks is best for his constituents, even if that doesn't sit well with his party.Announcing his retirement, Bacon told the New York Times, quote, "I'd like to fight for the soul of ou ...

in with President Trump's display of dominance over Congress following the passage of the so-called big beautiful bill. They the president had this to say after the bill narrowly passed the House. I think I have more power now.I do. You know, I could say, "Oh, gee, I don't know." I think I probably do because we've had a great record of success. You know, my first term was very, very successful.We had the greatest economy in the history of our country. I think we're going to blow it away this term. Presiden ...

Merging patriotism and politics at the White House tonight. Happy 4th of July. The Fourth of July festivities serving as a backdrop for President Trump to showcase his actions.The one big, beautiful bill. With a flourish and a Sharpie, he signed into law the massive bill that sweeps up his biggest policy objectives, supported by only Republicans. You ready. ready.That includes tax cuts, funding border security while making cuts to safety net programs like Medicaid and food assistance. It's really promises m ...

It is 165 days. Yes, it's day 165 of the second Trump administration. And President Donald Trump has gotten his wish. After plenty of infighting, Republicans in Congress passed his gargantuan budget bill full of tax breaks, spending that will supercharge the debt, and cuts that will kick millions of Americans off of their health insurance. My colleague Ryan Nobles gets us started tonight. Tonight, a major victory for the Donald Trump agenda. The motion is adopted. The House passing his multi-trillion dollar ...

[Applause] Tonight, a major victory for the Donald Trump agenda. The motion is adopted. The House passing his multi-trillion dollar sprawling spending bill designed to fund a wide range of campaign promises, including extending tax cuts passed in his first administration, new military spending, and money to fund a mass deportation plan, paying for it in part with steep cuts to food aid benefits, clean energy funding, and Medicaid.President Trump celebrating the win before flying to a victory rally in Iowa. ...

Healthcare & Economic Impact - The bill could remove healthcare for 16 million Americans by eliminating Medicaid benefits [1] - Hospitals and clinics may close, and healthcare professionals may leave the field due to the bill's impact [1] - The bill is estimated to add over $3 trillion of debt to the national debt [1] - The healthcare industry and businesses are expected to react immediately to the bill's implications, leading to real pain sooner than expected [1] Political Dynamics - The Congressman argues that the Republican's revenue piece is trickle-down economics, which has been tried numerous times and doesn't work [1] - Some Republicans initially opposed the bill, citing concerns about the national debt and healthcare access, but ultimately supported it [2] - The Congressman suggests that some Republicans prioritize loyalty to a president over their constituents and the country [2][3]