CICC believes Trump’s policies on immigration and tariffs could be implemented most quickly, as they don’t require congressional approval. Tax reforms would need to be enacted before the 2026 expiration of existing provisions, while energy policies could take longer due to the need for bipartisan cooperation.
Key milestones include:
Announcements of policies and executive orders after inauguration. February presentation of legislative agenda and national priorities. Budget proposal for the 2025 fiscal year in March or April.
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More
Moo Live
Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
Reassessing Chinese Assets
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.