저자: MeetKevin · 외국인
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경기부양 2차 법안(최저임금 15달러 포함)은 상원 파리마멘테리언 판정에 막혀 지연 중이며, 하원도 추가 비용을 붙이고 있어 불확실하다. 파월은 인플레이션이 일시적 스파이크일 뿐 지속되긴 어렵다고 발언했다. 바이든 정부는 법인세·자본이득세 인상이 포함될 수 있는 대규모 인프라 법안을 준비 중이며 비용이 3조 달러를 넘을 수 있다는 전망도 있다. 캘리포니아도 600달러 지급과 사업자 보조금 증액을 발표했다. 전반적으로 정책 기대감을 다루지만 특정 자산 가격 방향 예측은 없다.
다듬은 글
hey everyone meek kevin here here is the latest that is going on with the frustratingly slow progress of the next covert relief package we are still waiting for the senate parliamentarian to decide the fate of the 15 minimum wage and cobra benefits remember the senate parliamentarian is a person who's going to tell us whether or not the senate rules allow the minimum wage to go forward that is the boost of the minimum wage from current levels to 15 an hour by 2025 or not they also have a say as to other parts of the bill hey are we going to allow these things to go through or not now the parliamentarian can technically be overruled by a simple majority which technically means democrats along with vice president kamala harris could overrule the parliamentarium however senator joe manchin has already told us that he is going to side with whatever the parliamentarian says there is still the wild card of kirsten cinema but a lot of eyes are on joe manchin if the parliamentarian comes in and says no i don't think we can do the minimum wage through this coveted relief package because we don't think we can use the budget reconciliation process for this package well then not only does that cast doubt on us ever being able to raise the minimum wage to 15 and there have been other proposals there have been proposals for an eleven dollar minimum wage there have been proposals for maybe ten dollars or some sort of other scalings there have been so many proposals floating around but right now those are just proposals and honestly i'm not gonna bore us with all the random proposals going around it's just talk and as we know part talk is very cheap especially in congress look for example at workhorse the government says oh we're gonna electrify all postal service vehicles and so people go plowing into workhorse stock i never touched that one but i don't blame people for thinking like oh workhorse is gonna do amazing when they get this big postal service contract and that would have given the postal service electric vehicles for their new fleet but instead the government goes you know we're just gonna go with oshkosh corporation uh and oshkosh they're gonna make us really fuel efficient cars and maybe some battery electric cars so it's like there's the classic government for you really big ambitions but then when it comes time for the rubber to hit the road they just scale everything back they get slow or they delay things it's a disaster so you can't be too optimistic with these folks and honestly it doesn't even matter that you got a letter here 150 leaders of major u.s corporations signed an open letter encouraging that a covert bill be passed quote along the lines of what the house proposed these ceos include the ceo of 18t blackstone and lyft who cares like congress they're either going to pass it or if they're not and right now everything is hinged on the senate parliamentarian and we've literally been waiting weeks for this parliamentarian to decide it hasn't been a secret that this minimum wage thing is coming the minimum wage text has been around four weeks so i don't know what the freaking weight is but now instead of hearing a result on monday which we never got or tuesday which we never got now bernie sanders thinks the parliamentarian is going to decide either late wednesday or thursday which probably in congress speak means friday at the same time the house rules committee just added another another excuse me 11.75 billion dollars of costs to the current stimulus package the items include foreign aid tribal assistance the national science foundation and the national institute of standards and technology a sign that the house despite being scheduled to vote on this bill on friday is still adding money or costs to this bill further tom reid from the house problem solvers caucus is already planning to vote against the bill there are a lot of very very angry republicans in the house in fact even mitch mcconnell over in the senate calls this an extremely partisan bill and this is a this is going to be a very common argument that we're going to see republicans make because republicans arguing hey biden said we're going to have bipartisan work in congress even though biden did say we're going to try to be bipartisan unless of course they say no to everything then we're just going to do it ourselves so it's kind of like ah well if you're a republican you're upset with biden and if you're a democrat you're happy with biden right so it's like you can't win but the point is i think it's pretty clear we do not have a lot of republicans actually i can't think of a single republican that's jumping up and down about the current covet relief a bill the senate has reiterated and when i say senate in this case i mean senate democrats that they can pass this stimulus bill by march 15th which is when unemployment benefits expire jerome powell spoke this morning at a house committee for a second day in a row and reiterated that he believes inflation may come in spurts but that persistent inflation is far off and this is an interesting argument since often we think of inflation as either here or not and the fed disagrees they see inflation as either something that's here or it's here sort of in in spurts but then goes away in other words when we see these spurts that inflation is just sort of an artifact of other things that are happening in the economy like the economy reopening in other words that online with mr jay powell go ahead congress keep printing money or we'll keep printing money for you to spend keep spending money and we'll just keep the printer running the senate by the way has already started working on the new coveted relief bill they started work on this today at least one committee did the house does plan to vote on friday and the senate does plan to vote on this prior to a march 15th it's the ides of march hopefully they get this done uh you know sometime by like march 12th or something it'd be cool if they were actually early for once on infrastructure the biden administration is already working on a massive new infrastructure bill that could increase capital gains taxes and corporate taxes bernie sanders believes the cost of the next infrastructure bill could exceed three trillion dollars which is a whole chunk larger than the 1.9 trillion dollar stimulus package on the table now at the same time gavin newsom in california signed a california coveted relief bill gavin newsom's covid relief bill sends 600 checks to 5.7 million people making 30 000 or less per year it also four x's the amount of business grant funding available uh previously in november they had a 500 million dollars available for business grants now they are providing an additional two billion dollars in grant funding and that's because grant funding was over subscribed people wanted 4.4 billion dollars of grant funding and looks like the state of california is going to be providing a total of about 2.5 billion who knows maybe that's because gavin newsom's recall election is getting pretty dang close or there are almost enough signatures for a recall election so who knows maybe a stimulus plan will help him politically obviously donald trump was someone who did believe that a stimulus package could help him politically however we never did get that stimulus package done at least the large second stimulus package before the election so we'll see how it helps gavin newsom if at all anyway that's the update for today as we sit around twiddle our thumbs and wait as usual make sure to get up to two hundred fifty dollars with and and we'll see you in the next one you
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