Reform in the United States
Political Power Structure Reshaping: After Trump's re-election as President, the political power structure in the United States underwent significant changes. The Republicans won the Senate with a vote of 51:49, and with the three Supreme Court justices nominated by Trump in his first term, the conservative justices outnumbered the liberal ones, resulting in a situation where the same party controlled both the White House and Congress, and the Supreme Court and the President maintained a high degree of political alignment. This gave Trump greater power in personnel appointments, making it easier for the cabinet members he nominated to be approved, thus facilitating the implementation of his policies and consolidating power.
Adjustment of Economic Policies
Trade Policy: Trump has always emphasized "America First", with his trade policy centered on protecting American domestic industries and workers. He may continue to implement a tough tariff policy, imposing high tariffs on numerous imported goods, such as the 60% tariff he mentioned on Chinese goods. Companies that benefit from the tax cut, such as finance and technology industries, may see a short-term boost in their stock prices.
Long-term and far-reaching impacts
Changes in economic growth expectations: If Trump's economic policies, such as tax cuts and infrastructure investment, are effective in stimulating economic growth in the long run, they will help improve corporate profitability and drive overall stock market growth. However, if trade war policies lead to a slowdown in global economic growth, the US economy will not be immune, which will have a negative impact on the long-term trend of the stock market.
Changes in corporate competitiveness: Trade protectionist policies may protect US-based companies to some extent, but they may also lead to a decline in corporate competitiveness. Companies that have been