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Cato_KT
Cato_KT
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功德+1,参议院在夏季休会前算是办了一件大事,大大减缓了10月1日可能因为国会博弈造成的政府停摆可能性 相信去年的美国历史上最长政府停摆事件还是历历在目,所以对于国会议员来说,如果不能提前避免政府停摆,其他事项都会被延后推动 而这个事情,对《清晰法案》本身是一个重要利好,这意味着9月14日后美国参议院有更多的时间来推动清晰法案了。 而对于宏观来说,9月份的政治风险减少一个,让市场聚焦点集中在宏观经济数据、利率调整与中期选举上,减少了一个不确定性!#CLARITY表决推迟至9月,监管窗口后移
Cato_KT
Cato_KT
Regarding the "Clarity Act," there was no notice of a delayed Senate recess from Thune, but there was confirmation that the overall bill is postponed. The Senate summer recess on August 7 will not be delayed, and the Clarity Act will definitely not undergo procedural voting before the recess. It is clear that the first procedural action on the Clarity Act will take place immediately after the session resumes on September 14. The focus now shifts. Originally, this week’s focus was whether a vote could happen before the August recess. Now, the focus is on whether Thune will appropriately submit a file cloture motion. Once cloture is filed, it means a vote on the bill is imminent. Key timing to watch: during the remaining one day of Senate sessions, pay attention to whether Thune submits cloture. If cloture is submitted before senators leave Washington, it means the earliest full vote on the "Clarity Act" will be on September 15. If Thune does not submit cloture at this stage, it means cloture will be filed after the session resumes, and the earliest procedural vote will be on September 16. This is the main focus from today through tomorrow. As for the bill itself, returning in September for a vote is not very optimistic. Once mid-September and the election period arrive, senators’ votes will become more cautious due to the election, and the conditions and thresholds for supporting the bill will increase, making it harder to secure 60 votes in September. The cloture motion for the Clarity Act requires 60 votes, and based on current information, even securing 50 votes is uncertain, so the difficulty of reaching 60 votes will likely be contested during this one-month gap. If Thune can submit cloture before leaving Washington, I believe his confidence will be a bit stronger! #CLARITY投票或延至9月,伦理分歧未解

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