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-- 358.180 "Trump 2.0" New Administration Policy Timeline List! What are the notable investment opportunities?
This article uses automatic translation in part.
Since Trump's reelection on November 6th, the 'Trump Trade' has accelerated, with US bond yields rising to 4.5%, the dollar index temporarily exceeding 108, Bitcoin approaching $0.1 million, while gold declined. Analysts predict that President Trump's second-term policies will not differ significantly from his first term, but stricter immigration and trade measures are expected.The strengthening of 'America First' policy.strengthening.
Recently, as members of the ministerial team are being appointed one after another, not only are related policies being concretized but also further fueling the "Trump Trade". Next, the direction of the "Trump Trade" will be directly determined by how various policies of President Trump are implemented.
Before President Trump took office (now until January 20, 2025): Personnel Appointments
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bessent, 62, established the global macro hedge fund Key Square Group and was a former CIO at Soros Fund Management. The Treasury Secretary is one of the roles in the 'Big 4' cabinet, advising the President on economic and financial issues, managing the Financial Stability Oversight Council, implementing sanctions, and overseeing national debt. President Trump's tax cuts and strong dollar plan depend on the Treasury Department's execution.
Mr. Trump is trying to form a cabinet earlier than in his first term. On November 22, Scott Bessent, an investor, was nominated as Secretary of the Treasury. Mr. Bessent, 62, established the global macro hedge fund Key Square Group and was a former CIO at Soros Fund Management. The Treasury Secretary is one of the roles in the 'Big 4' cabinet, advising the President on economic and financial issues, managing the Financial Stability Oversight Council, implementing sanctions, and overseeing national debt. President Trump's tax cuts and strong dollar plan depend on the Treasury Department's execution.
On November 19th, Mr. Ratnick, a CEO of a financial services company, was appointed as Secretary of Commerce.Mr. Lighthizer, an important economic advisor to Mr. Trump, served as co-representative of the administration transition team. Mr. Trump stated, "Mr. Lighthizer will lead tariffs and trade policy in cooperation with the U.S. Trade Representative (USTR) as Commerce Secretary."
Furthermore, there is attention on whether the Chairman of the Federal Reserve (FRB) will stay or leave.Although Mr. Powell's second term as FRB Chair lasts until May 2026, he stated he won't resign voluntarily after the November FOMC meeting.
Phase 1 after taking office (around January 20, 2025 to June 2025):
Swift realization of promises such as forced deportation of illegal immigrants, regulatory easing, and Russia-Ukraine negotiations.
Swift realization of promises such as forced deportation of illegal immigrants, regulatory easing, and Russia-Ukraine negotiations.
● Foreign Policy: Initiate ceasefire negotiations between Russia and Ukraine, reduce US foreign aid expenditures.
Foreign policy advocacy has intensified. Many key figures, such as Secretary of State Rubio, Secretary of Defense Pete Hegseth, National Security Advisor Michael Waltz, have been or are likely to be appointed, demonstrating relatively "hawkish" policy views.
Foreign policy advocacy has intensified. Many key figures, such as Secretary of State Rubio, Secretary of Defense Pete Hegseth, National Security Advisor Michael Waltz, have been or are likely to be appointed, demonstrating relatively "hawkish" policy views.
● Immigration Policy: Restart immigration and border security policies, start mass forced deportation of illegal immigrants, build a border wall at the US-Mexico border.
There is a high likelihood of commencing operations for the forced deportation of illegal immigrants. On the enhancement of border security, the opinions of multiple ministers including Vice President Bantz, Secretary of State Rubio candidate, Attorney General Matt Gaetz, Secretary of Homeland Security Christie Nome, National Intelligence Director Tulsi Gabbard have aligned. Newly appointed Border Commissioner Tom Homan stated that he will implement the "largest illegal immigrant forced deportation program in history.""Largest illegal immigrant forced deportation program in history"he declared.
Related stocks: $The GEO Group Inc (GEO.US)$、 $CoreCivic, Inc. (CXW.US)$。
There is a high likelihood of commencing operations for the forced deportation of illegal immigrants. On the enhancement of border security, the opinions of multiple ministers including Vice President Bantz, Secretary of State Rubio candidate, Attorney General Matt Gaetz, Secretary of Homeland Security Christie Nome, National Intelligence Director Tulsi Gabbard have aligned. Newly appointed Border Commissioner Tom Homan stated that he will implement the "largest illegal immigrant forced deportation program in history.""Largest illegal immigrant forced deportation program in history"he declared.
Related stocks: $The GEO Group Inc (GEO.US)$、 $CoreCivic, Inc. (CXW.US)$。
Energy policy: The USA is re-withdrawing from the Paris Agreement and easing regulations on traditional energy.
There is a high possibility of promoting fossil fuels. Secretary of Energy nominee Chris Wright, Secretary of Interior Doug Bargar, and EPA Administrator Lee Zeldin all advocate for the adoption of traditional energy sources, stating plans to retract several key measures related to climate change by the Biden administration, such as regulations on automobile tailpipes, in order to increase the domestic supply of fossil fuels.
Related stocks: $Chevron (CVX.US)$、 $Exxon Mobil (XOM.US)$、 $ConocoPhillips (COP.US)$。
There is a high possibility of promoting fossil fuels. Secretary of Energy nominee Chris Wright, Secretary of Interior Doug Bargar, and EPA Administrator Lee Zeldin all advocate for the adoption of traditional energy sources, stating plans to retract several key measures related to climate change by the Biden administration, such as regulations on automobile tailpipes, in order to increase the domestic supply of fossil fuels.
Related stocks: $Chevron (CVX.US)$、 $Exxon Mobil (XOM.US)$、 $ConocoPhillips (COP.US)$。
Financial policy: relaxation of regulations on banks.
Trump's financial policy advocacy is the relaxation of financial regulations. JP Morgan Chase's CEO Jamie Dimon stated last week that President Trump, in his second term, will ease regulations and revitalize the banking industry. Wall Street analysts expect Trump's election to be a game changer in terms of regulations for the banking sector. The Trump administration aims to reduce regulatory burdens, and bank stocks may benefit from lowered capital requirements.
Related stocks: $JPMorgan (JPM.US)$、 $Bank of America (BAC.US)$、 $Wells Fargo & Co (WFC.US)$、 $Goldman Sachs (GS.US)$、 $Morgan Stanley (MS.US)$etc.
Trump's financial policy advocacy is the relaxation of financial regulations. JP Morgan Chase's CEO Jamie Dimon stated last week that President Trump, in his second term, will ease regulations and revitalize the banking industry. Wall Street analysts expect Trump's election to be a game changer in terms of regulations for the banking sector. The Trump administration aims to reduce regulatory burdens, and bank stocks may benefit from lowered capital requirements.
Related stocks: $JPMorgan (JPM.US)$、 $Bank of America (BAC.US)$、 $Wells Fargo & Co (WFC.US)$、 $Goldman Sachs (GS.US)$、 $Morgan Stanley (MS.US)$etc.
●Cryptocurrency policy: Considering the creation of the first-ever virtual currency special envoy position.
According to reports, the Trump administration's transition team is discussing with industry insiders whether to establish a position specifically for cryptocurrency policy. On November 21 local time, Fox News revealed that attorney Chris Giancarlo, known as the "Father of Cryptocurrencies" in the virtual currency community, is a leading candidate for the White House's new position. The team is considering appointing a new administration position to support the growth of the $3 trillion digital asset market.
According to reports, the Trump administration's transition team is discussing with industry insiders whether to establish a position specifically for cryptocurrency policy. On November 21 local time, Fox News revealed that attorney Chris Giancarlo, known as the "Father of Cryptocurrencies" in the virtual currency community, is a leading candidate for the White House's new position. The team is considering appointing a new administration position to support the growth of the $3 trillion digital asset market.
Related stocks: $MicroStrategy (MSTR.US)$、 $Riot Platforms (RIOT.US)$、 $MARA Holdings (MARA.US)$etc.
Second phase after inauguration (March 2025 - end of 2026):
Focus on promoting core policy measures such as tax cuts and tariff policies.
The core of President Trump's economic policy is.Tax cuts + tariff increasesis.
Focus on promoting core policy measures such as tax cuts and tariff policies.
The core of President Trump's economic policy is.Tax cuts + tariff increasesis.
The tax policy is expected to be completed by 2025. President Trump aims to lower the corporate tax rate from 21% to 15%, potentially boosting corporate profits and benefiting American stocks in the medium to long term. Goldman Sachs points out that President Trump's tax cuts could lead to a 20% or more increase in earnings for S&P 500 listed companies over the next two years.
"Trump 2.0" administration's central policy is the increase in tariffs on all imported goods. Vice President Vance and Secretary of State candidate Rubio are in favor of tariff increases to promote the development of domestic manufacturing in the United States. The market is concerned that tariff increases may lead to inflation.
Companies that do not produce physical goods, such as SaaS, internet, social media, digital technology, and communication companies, are relatively unaffected by tariff policies. Titan's CEO Clayton Gardner believes that low-margin international small-scale cyclical companies are likely to benefit most from President Trump's policies by facing minimal impact from tariffs while enjoying lower corporate taxes.
Related stocks: $The Kroger (KR.US)$、 $Dollar General (DG.US)$、 $Stanley Black & Decker (SWK.US)$、 $Southwest Airlines (LUV.US)$、 $Builders FirstSource (BLDR.US)$etc.
Related stocks: $The Kroger (KR.US)$、 $Dollar General (DG.US)$、 $Stanley Black & Decker (SWK.US)$、 $Southwest Airlines (LUV.US)$、 $Builders FirstSource (BLDR.US)$etc.
This article uses automatic translation in part.
Source: Reuters, SWS Research, Business Insider
- moomoo News Vicky
Source: Reuters, SWS Research, Business Insider
- moomoo News Vicky
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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