減稅法案在參議院取得進(jìn)展,，特朗普拒絕延長(zhǎng)關(guān)稅暫停期
Jason Ma
2025-07-01
6月23日上午,，紐約證券交易所內(nèi)的交易員。圖片來(lái)源：Michael M. Santiago—Getty Images
? 在剛剛過(guò)去的周末,，美國(guó)總統(tǒng)唐納德·特朗普的減稅和支出法案在參議院取得進(jìn)展,。受此影響，上周日,，股指期貨預(yù)示市場(chǎng)將走高,。特朗普同時(shí)表示，他寧愿直接對(duì)各國(guó)征收關(guān)稅,，也不愿延長(zhǎng)將于7月9日到期的所謂“對(duì)等關(guān)稅”臨時(shí)豁免期,。本周交易日因假日縮短，月度就業(yè)報(bào)告將成為市場(chǎng)焦點(diǎn),。
盡管美國(guó)總統(tǒng)唐納德·特朗普給貿(mào)易談判前景蒙上陰影,，但他的減稅和支出重點(diǎn)立法議程在參議院闖過(guò)一道關(guān)鍵程序障礙，美國(guó)市場(chǎng)仍蓄勢(shì)待發(fā),，有望再創(chuàng)新高,。
道瓊斯工業(yè)平均指數(shù)期貨躍升215點(diǎn)，漲幅達(dá)0.49%,。標(biāo)準(zhǔn)普爾500指數(shù)期貨上漲0.25%,，納斯達(dá)克指數(shù)期貨上漲0.34%。此前,，這兩大指數(shù)在上周五均創(chuàng)下歷史新高,。
美國(guó)油價(jià)下跌1.14%，報(bào)每桶64.79美元,；布倫特原油價(jià)格下跌0.84%,，報(bào)每桶67.10美元。
10年期美國(guó)國(guó)債收益率為4.279%,，基本持平,。美元兌歐元下跌0.04%，兌日元下跌0.24%,。黃金價(jià)格下跌0.14%,，報(bào)每盎司3,283.10美元。
上周末,，特朗普的首要立法重點(diǎn)，即包含減稅和支出重點(diǎn)的一攬子法案,，在參議院勉強(qiáng)通過(guò)了一項(xiàng)關(guān)鍵的程序性障礙,。
法案仍需等待最終投票，因?yàn)閰⒆h員們準(zhǔn)備就該法案進(jìn)行辯論并提出修正案,。法案的參議院版本還必須獲得眾議院批準(zhǔn),，之后再送交白宮由特朗普簽署生效。
特朗普已要求國(guó)會(huì)議員們?cè)?月4日假期前完成該法案的審議。減稅是華爾街對(duì)經(jīng)濟(jì)和金融市場(chǎng)預(yù)測(cè)的關(guān)鍵因素,，預(yù)計(jì)將提振經(jīng)濟(jì),，有助于抵消特朗普關(guān)稅政策造成的拖累。
與此同時(shí),，另一個(gè)最后期限正迅速臨近,。
今年4月，特朗普政府在進(jìn)行貿(mào)易談判期間,，將其對(duì)等關(guān)稅措施暫停了90天,。此后股市出現(xiàn)反彈，因?yàn)橥顿Y者認(rèn)為貿(mào)易戰(zhàn)最糟糕的時(shí)期已經(jīng)過(guò)去,。
關(guān)稅暫停措施將于7月9日到期,。美國(guó)財(cái)政部長(zhǎng)斯科特·貝森特在上周五還暗示該期限具有靈活性。他告訴?？怂股虡I(yè)新聞,，有望在勞工節(jié)前，與主要貿(mào)易伙伴達(dá)成大約十幾項(xiàng)協(xié)議,。
但在上周日播出的一次采訪(fǎng)中,，特朗普表示，他可能改為向各國(guó)發(fā)函,，直接告知各國(guó)將面臨的關(guān)稅稅率,。
當(dāng)被問(wèn)及是否會(huì)延長(zhǎng)關(guān)稅暫停期時(shí)，特朗普表示：“我認(rèn)為沒(méi)有必要延長(zhǎng),，因?yàn)椤铱梢浴@沒(méi)什么大不了的,。”特朗普進(jìn)一步闡明了他對(duì)7月9日最后期限的立場(chǎng),，稱(chēng)“我會(huì)發(fā)函,。貿(mào)易協(xié)議到此結(jié)束?！?/p>
特朗普對(duì)延長(zhǎng)最后期限持不屑的態(tài)度,。與此同時(shí)，他在上周五還宣布立即終止與加拿大的所有貿(mào)易談判,，理由是加拿大計(jì)劃對(duì)美國(guó)科技巨頭征收數(shù)字服務(wù)稅,。
在即將到來(lái)的因假日而縮短的交易周，還將公布幾項(xiàng)重要的經(jīng)濟(jì)數(shù)據(jù),，這些數(shù)據(jù)可能提供更多線(xiàn)索,，揭示關(guān)稅是否正在影響經(jīng)濟(jì)活動(dòng)。
周二,，美國(guó)供應(yīng)管理協(xié)會(huì)（Institute for Supply Management,，ISM）將發(fā)布制造業(yè)指數(shù),，美國(guó)勞工部（Labor Department）將發(fā)布職位空缺報(bào)告。
周三,，ADP將發(fā)布私營(yíng)部門(mén)就業(yè)報(bào)告,。周四，勞工部將發(fā)布周度失業(yè)救濟(jì)金申領(lǐng)報(bào)告和月度就業(yè)報(bào)告,。市場(chǎng)將因7月4日獨(dú)立日假期休市,。
美聯(lián)儲(chǔ)（Federal Reserve）主席杰羅姆·鮑威爾也計(jì)劃于周二（7月2日）在葡萄牙辛特拉的歐洲央行（European Central Bank）論壇上發(fā)表講話(huà)。他上周在國(guó)會(huì)山進(jìn)行了為期兩天的聽(tīng)證會(huì),，并在更早一周的美聯(lián)儲(chǔ)聯(lián)邦公開(kāi)市場(chǎng)委員會(huì)（FOMC）會(huì)議后舉行了新聞發(fā)布會(huì),。（財(cái)富中文網(wǎng)）
譯者：劉進(jìn)龍
審校：汪皓
? 在剛剛過(guò)去的周末，美國(guó)總統(tǒng)唐納德·特朗普的減稅和支出法案在參議院取得進(jìn)展,。受此影響,，上周日，股指期貨預(yù)示市場(chǎng)將走高,。特朗普同時(shí)表示,，他寧愿直接對(duì)各國(guó)征收關(guān)稅，也不愿延長(zhǎng)將于7月9日到期的所謂“對(duì)等關(guān)稅”臨時(shí)豁免期,。本周交易日因假日縮短,，月度就業(yè)報(bào)告將成為市場(chǎng)焦點(diǎn)。
盡管美國(guó)總統(tǒng)唐納德·特朗普給貿(mào)易談判前景蒙上陰影,，但他的減稅和支出重點(diǎn)立法議程在參議院闖過(guò)一道關(guān)鍵程序障礙,，美國(guó)市場(chǎng)仍蓄勢(shì)待發(fā)，有望再創(chuàng)新高,。
道瓊斯工業(yè)平均指數(shù)期貨躍升215點(diǎn),，漲幅達(dá)0.49%。標(biāo)準(zhǔn)普爾500指數(shù)期貨上漲0.25%,，納斯達(dá)克指數(shù)期貨上漲0.34%,。此前，這兩大指數(shù)在上周五均創(chuàng)下歷史新高,。
美國(guó)油價(jià)下跌1.14%,，報(bào)每桶64.79美元；布倫特原油價(jià)格下跌0.84%,，報(bào)每桶67.10美元,。
10年期美國(guó)國(guó)債收益率為4.279%，基本持平,。美元兌歐元下跌0.04%,，兌日元下跌0.24%。黃金價(jià)格下跌0.14%,，報(bào)每盎司3,283.10美元,。
上周末，特朗普的首要立法重點(diǎn),，即包含減稅和支出重點(diǎn)的一攬子法案,，在參議院勉強(qiáng)通過(guò)了一項(xiàng)關(guān)鍵的程序性障礙。
法案仍需等待最終投票,，因?yàn)閰⒆h員們準(zhǔn)備就該法案進(jìn)行辯論并提出修正案,。法案的參議院版本還必須獲得眾議院批準(zhǔn)，之后再送交白宮由特朗普簽署生效,。
特朗普已要求國(guó)會(huì)議員們?cè)?月4日假期前完成該法案的審議,。減稅是華爾街對(duì)經(jīng)濟(jì)和金融市場(chǎng)預(yù)測(cè)的關(guān)鍵因素，預(yù)計(jì)將提振經(jīng)濟(jì),，有助于抵消特朗普關(guān)稅政策造成的拖累,。
與此同時(shí)，另一個(gè)最后期限正迅速臨近,。
今年4月,，特朗普政府在進(jìn)行貿(mào)易談判期間，將其對(duì)等關(guān)稅措施暫停了90天,。此后股市出現(xiàn)反彈,，因?yàn)橥顿Y者認(rèn)為貿(mào)易戰(zhàn)最糟糕的時(shí)期已經(jīng)過(guò)去。
關(guān)稅暫停措施將于7月9日到期,。美國(guó)財(cái)政部長(zhǎng)斯科特·貝森特在上周五還暗示該期限具有靈活性,。他告訴福克斯商業(yè)新聞,，有望在勞工節(jié)前,，與主要貿(mào)易伙伴達(dá)成大約十幾項(xiàng)協(xié)議。
但在上周日播出的一次采訪(fǎng)中,，特朗普表示,，他可能改為向各國(guó)發(fā)函，直接告知各國(guó)將面臨的關(guān)稅稅率,。
當(dāng)被問(wèn)及是否會(huì)延長(zhǎng)關(guān)稅暫停期時(shí),，特朗普表示：“我認(rèn)為沒(méi)有必要延長(zhǎng)，因?yàn)椤铱梢浴@沒(méi)什么大不了的,?！碧乩势者M(jìn)一步闡明了他對(duì)7月9日最后期限的立場(chǎng)，稱(chēng)“我會(huì)發(fā)函,。貿(mào)易協(xié)議到此結(jié)束,。”
特朗普對(duì)延長(zhǎng)最后期限持不屑的態(tài)度,。與此同時(shí),，他在上周五還宣布立即終止與加拿大的所有貿(mào)易談判,，理由是加拿大計(jì)劃對(duì)美國(guó)科技巨頭征收數(shù)字服務(wù)稅。
在即將到來(lái)的因假日而縮短的交易周,，還將公布幾項(xiàng)重要的經(jīng)濟(jì)數(shù)據(jù),，這些數(shù)據(jù)可能提供更多線(xiàn)索，揭示關(guān)稅是否正在影響經(jīng)濟(jì)活動(dòng),。
周二,，美國(guó)供應(yīng)管理協(xié)會(huì)（Institute for Supply Management，ISM）將發(fā)布制造業(yè)指數(shù),，美國(guó)勞工部（Labor Department）將發(fā)布職位空缺報(bào)告,。
周三，ADP將發(fā)布私營(yíng)部門(mén)就業(yè)報(bào)告,。周四,，勞工部將發(fā)布周度失業(yè)救濟(jì)金申領(lǐng)報(bào)告和月度就業(yè)報(bào)告。市場(chǎng)將因7月4日獨(dú)立日假期休市,。
美聯(lián)儲(chǔ)（Federal Reserve）主席杰羅姆·鮑威爾也計(jì)劃于周二（7月2日）在葡萄牙辛特拉的歐洲央行（European Central Bank）論壇上發(fā)表講話(huà),。他上周在國(guó)會(huì)山進(jìn)行了為期兩天的聽(tīng)證會(huì)，并在更早一周的美聯(lián)儲(chǔ)聯(lián)邦公開(kāi)市場(chǎng)委員會(huì)（FOMC）會(huì)議后舉行了新聞發(fā)布會(huì),。（財(cái)富中文網(wǎng)）
譯者：劉進(jìn)龍
審校：汪皓
? Stock futures pointed higher on Sunday after the Senate advanced President Donald Trump’s tax cut and spending bill over the weekend. Trump also said he would rather impose tariff rates on countries than extend a temporary pause on so-called reciprocal duties that will expire on July 9. A holiday-shortened trading week will be highlighted by the monthly jobs report.
U.S. markets are poised for new highs as President Donald Trump’s legislative agenda of tax cuts and spending priorities cleared a key hurdle in the Senate, even as he also cast doubt on trade talks.
Futures for the Dow Jones Industrial Average jumped 215 points, or 0.49%. S&P 500 futures were up 0.25%, and Nasdaq futures added 0.34%, after both indexes notched new record highs on Friday.
U.S. oil prices dipped 1.14% to $64.79 per barrel, and Brent crude was down 0.84% at $67.10.
The yield on the 10-year Treasury was essentially flat at 4.279%. The dollar fell 0.04% against the euro and 0.24% against the yen. Gold eased 0.14% to $3,283.10 per ounce.
Trump’s top legislative priority—his package of tax cuts and spending priorities—narrowly cleared a key procedural hurdle in the Senate over the weekend.
A final vote is still pending, as senators look to debate the bill and offer amendments. The House of Representatives also must approve the Senate’s version of the bill before it can go the White House for Trump’s signature.
The president has demanded that lawmakers finish the bill before the July 4 holiday. The tax cuts are a key factor in Wall Street’s forecasts for the economy and financial markets, predicting a boost that will help offset a drag from Trump’s tariffs.
Meanwhile, another deadline is fast approaching.
In April, Trump put his reciprocal tariffs on hold for 90 days while his administration engaged in trade negotiations. Stocks have rebounded since then as investors assumed the worst of the trade war was over.
The pause will expire on July 9, and Treasury Secretary Scott Bessent suggested as recently as Friday that the deadline is flexible. He told Fox Business that about a dozen deals with top trade partners could be wrapped up by Labor Day.
But in an interview that aired on Sunday, Trump said he could instead send letters that simply inform countries of tariff rates they will face.
When asked if the pause will not be extended, he said, “I don’t think I’ll need to because—I could—there’s no big deal.” Trump further clarified his stance on the July 9 deadline, saying “I’m gonna send letters. That’s the end of the trade deal.”
His dismissive attitude toward a deadline extension also comes as Trump said Friday he is ending all trade talks with Canada immediately, citing its plan to levy digital services taxes on U.S. tech giants.
The coming holiday-shortened week also features several high-profile economic datasets that could offer more clues on how tariffs are, or are not, affecting activity.
On Tuesday, the Institute for Supply Management will release its manufacturing index, and the Labor Department issues its job openings report.
On Wednesday, ADP will put out its private-sector payroll report. And on Thursday, the Labor Department will publish weekly unemployment claims and its monthly jobs report. Markets will be closed for the July 4 holiday.
Federal Reserve Chairman Jerome Powell is also scheduled to speak Tuesday at a European Central Bank forum in Sintra, Portugal. That follows two days of testimony on Capitol Hill last week and a post-FOMC press briefing the week before.
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