The cabinet of Trump 2.0 has basically been nominated.What are the core economic ideas of the cabinet?This article uses graphic and textual analysis to provide a deeper understanding~Who are the key members of the Trump Squad? What are their main responsibilities?
一、Who are the members of the Trump Team? What are their main responsibilities?
2. The economic ideology of cabinet members in the economic policy field
3. The economic ideology of members outside the cabinet in the economic policy field
4. The impact of ideological beliefs on the economy and assets
1. Imposing tariffs may trigger inflation, exacerbating the burden on the residential and corporate sectors
Relaxing regulations, especially Treasury Secretary Bennett, who is nominated to support US energy development and suggests increasing oil production by 3 million barrels per day.
In addition, the nominated Energy Secretary Wright firmly supports the development of traditional energy. After taking office, he may take prompt action to end the Biden administration's year-long suspension of natural gas export permit approvals.
Stimulated by high tariffs and trade wars, global economic efficiency has declined, trade has been damaged, and economic growth has slowed. Due to upward inflation, the economic development of some countries is slowing down, and the world may overall fall into a state of stagflation.
Further reshaping of the global industry chain under the stimulus of higher tariffs and trade frictions may prompt multinational companies to reconsider their global supply chains and industry layout.
Under the influence of these ideological propositions, which assets need to be cautious about? And where should attention be focused on assets?
【Highlight key trading themes include 3 keywords: inflation, trade friction, geopolitical...