2025-05-21-Jefferies-邀请-一项庞大且出色的法案中的支出提案及预算影响_7页_111kb

This report is an invitation to an event hosted by Jefferies on June 9, 2025, focusing on the House's "One, Big, Beautiful Bill." The bill, which includes major spending cuts to Medicaid, SNAP, and clean energy programs, aims to offset a $4 trillion extension of tax cuts. Additionally, GOP fiscal hawks are pushing for deeper reductions, adding uncertainty. The event with Ernie Tedeschi, formerly White House Chief Economist, will discuss key topics such as the specifics of spending cuts, the bill's potential impact on budget deficits, implications for the fixed-income market, and whether the US can grow out of its debt. The event is held at 10 AM ET / 3 PM UK, and registration is available through the provided link. The report includes analyst certifications from Jefferies personnel, detailing their independence and disclosure requirements to maintain objectivity in their research. Forms part of Jefferies' broader financial analysis, emphasizing risks and market impacts without guarantees.