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U.S. Finalizes Trade Deal with China (WSJ. 20250627)
Markets look poised to test all-time highs with European stocks and U.S. futures rallying, after President Trump and Commerce Secretary Howard Lutnick said that the U.S. has finalized a trade deal with China. This includes an agreement to deliver rare-earth materials to the U.S. in exchange for Washington easing its own restrictions on certain exports to China. Lutnick also told Bloomberg that the U.S. is nearing deals with 10 countries, including its biggest trading partner, the E.U. Senate Republicans are pushing ahead with plans to vote on President Trump's so-called Big Beautiful Bill before next week. The legislation hit a major roadblock yesterday when Senate Parliamentarian Elizabeth MacDonough effectively blocked a number of GOP proposals central to it, including Medicaid cuts ruling. They'd have too much of a fiscal impact to be passed by a simple majority using a fast-tracked reconciliation process. Some Republicans responded by calling for MacDonough's firing, but current leader John Thune has called that a nuclear option akin to ending filibuster rules. President Trump has warned lawmakers not to go on a scheduled recess until the bill is passed and urged Republicans to fall in line. And we are reporting that Tesla has parted ways with Musk's top aid, Omead Afshar, who was in charge of sales and manufacturing operations in North America and Europe. Tesla's director of human resources for North America has also left the company, which is struggling with declining global sales and aging line-up and a backlash over Musk's work with the Trump administration. Afshar and Tesla didn't return requests for comment.
유럽 증시 및 미국 주가 선물이 상승하면서 증시가 역대 최고치를 기록할 수도 있음. 미 정부가 중국과의 무역 협상을 타결했다고 발표함. 미국이 중국에 대한 특정 수출 제한을 완화하는 대가로 중국이 미국에 대한 희토류를 수출하는 합의가 포함됨. 중국 외 10여개 국가와의 무역 협상도 마무리 단계에 있다고 함. 한편, 미 상원 공화당이 트럼프 법안(Big Beautiful Bill) 표결을 추진 중임. Medicaid 삭감 등 법안 핵심 내용을 반대하는 의원도 있음. 공화당 의원들은 이 의원을 해임해야 한다고 주장했으나, 이는 필리버스터 규칙을 없애는 것과 유사한 극단적 방안이라는 지적이 나옴. 자동차 기업 Tesla의 북미 및 유럽 세일즈 및 제조 책임자 그리고 북미 HR 디렉터가 사임함. Tesla의 글로벌 매출은 감소하고 있으며, 라인업은 노후화되고 있고, Musk의 트럼프 정부 관여에 대한 반대 목소리가 있음.