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cover of episode Bloomberg Surveillance TV: June 5, 2025

Bloomberg Surveillance TV: June 5, 2025

2025/6/5
logo of podcast Bloomberg Surveillance

Bloomberg Surveillance
AI Deep Dive AI Chapters Transcript
People
J
Jordan Rochester
K
Krishna Guha
K
Krishna Memani
M
Mike Johnson
Topics
Mike Johnson: 我认为这项税收法案不仅仅是一个支出法案，它是一个预算协调法案，旨在实现“美国优先”议程，包括总统和共和党的所有优先事项。我们使用协调程序是为了绕过参议院的60票门槛，因为民主党人不太可能合作。这项法案将带来历史性的减税和储蓄，尽管还不足以完全解决联邦债务问题，但它是重要的一步。我们计划采取一系列措施来控制债务，并逐步实施。如果这项法案未能通过，2017年的减税政策将到期，对经济造成毁灭性打击。我们的法案将通过减少浪费性支出、降低税收和减少法规来推动经济增长。关于盐税上限，我们已经为此支付了费用，并希望参议院能够容忍，以维持我们的投票数。关税收入是真实存在的，尽管国会预算办公室没有将其纳入计算。我们将重振经济，就像2017年通过减税和减少法规后一样。白宫的关税谈判策略正在奏效，这将对美国更有利。外国投资者现在可以放心地投资美国，因为美国经济即将再次腾飞。我们必须在7月4日之前完成这项法案，不仅因为债务上限问题，还因为我们需要尽快向美国人民提供税收减免。我们希望保持众议院多数席位，并支持特朗普总统执政四年。众议院和参议院的共和党人将以某种方式解决问题，但最有效的方法是按计划进行。通过这项立法对于重振美国经济和解决长期债务问题至关重要，这将向市场发出重要信号。我们有一个多步骤战略来解决长期债务问题，并将使美国经济恢复稳健。

Deep Dive

Chapters
Republican Speaker of the House Mike Johnson discusses the House tax bill, its potential for Senate passage, and the challenges in navigating the political landscape. He highlights the bill's projected savings and its significance in addressing the national debt.
  • The House tax bill aims to deliver on the Republican party's promises to the American people.
  • The bill uses budget reconciliation to bypass the 60-vote threshold in the Senate.
  • The legislation projects $1.6 trillion in savings.
  • The bill is seen as a first step in controlling the national debt.
  • The bill addresses the expiration of the 2017 tax cuts and makes them permanent.
  • The bill includes policies to reduce wasteful spending, taxes, and regulations.

Shownotes Transcript

  • Mike Johnson, Republican Speaker of the House of Representatives- Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI- Jordan Rochester, Head: FICC Strategy at Mizuho- Krishna Memani, CIO at Lafayette College

Mike Johnson, Republican Speaker of the House of Representatives, joins for a discussion on the House tax bill and how he hopes his party will look to get it passed through the Senate. Krishna Guha, Vice Chairman and Head of Central Bank Strategy at Evercore ISI, joins for a discussion on the outlook for the US economy and the Fed. Jordan Rochester, Head: FICC Strategy at Mizuho, reacts to the ECB decision and discusses dollar strength. Krishna Memani, CIO at Lafayette College, reacts to jobless claims and discusses how the labor market could impact US markets.

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