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cover of episode Bloomberg Surveillance TV: July 2, 2025

Bloomberg Surveillance TV: July 2, 2025

2025/7/2
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Bloomberg Surveillance
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People
J
Jeetu Patel
J
Joe Lavorgna
K
Kevin McCarthy
W
Wei Li
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Kevin McCarthy: 我认为在特朗普总统的领导下，团结国会更容易。特朗普总统在众议院更有影响力，能够促使议员们支持法案。自由党团最终会再次妥协，因为他们不希望与民主党站在同一立场上增加税收，他们只是为了获得关注。规则投票将会通过，法案最终会获得通过。特朗普总统在推动法案通过方面做得非常出色，他就像是首席发言人。议员们担心在Truth Social上被抨击，这会影响他们的决定。人们开始关注法案的积极方面，而不是只看到消极面。从联邦角度来看，这是一项好的法案。如果不通过这项法案，税收将会增加，经济会放缓。这项法案实现了特朗普总统的竞选承诺，即使不支持他的人也会尊重这一点。税收法案实施后，人们的收入实际上增加了，公司也向员工发放了奖金。特朗普总统信守承诺，美国会因此变得更强大。当特朗普和马斯克合作时，没有什么我们不能实现的。

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  • Kevin McCarthy, former Speaker of the US House of Representatives- Jeetu Patel, Chief Product Officer at Cisco- Wei Li, Global Chief Investment Strategist at BlackRock- Joe Lavorgna, Counselor to Secretary at the Treasury Department

Kevin McCarthy, former Speaker of the US House of Representatives, joins to discuss President Trump's signature tax bill heading back to the House and what challenges current Speaker Mike Johnson faces and he aims for Republican solidarity in passing the bill. Jeetu Patel, Chief Product Officer at Cisco, discusses the latest developments from the company's offerings and its outlook in the coming years. Wei Li, Global Chief Investment Strategist at BlackRock, talks about her second half equity and economic outlook. Joe Lavorgna, Counselor to Secretary at the Treasury Department, discuses President Trump's tax bill and economic agenda as the July 9 tariff deadline looms.

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