"Trump 2.0" The key is the permanent reduction of large-scale taxes and increase in tariffs, which industries and stocks should we pay attention to?

Comparing the economic policies of "Trump Cabinet 2.0" and "Trump Cabinet 1.0",Advocating for large-scale tax cuts domestically,There is a common point.

Furthermore, Mr. Besento, the US Treasury Secretary appointed by Mr. Trump, stated that implementing various tax cuts promised by Mr. Trump is a top priority for his policy. It is said to include the permanence of the "Trump tax cut" introduced as a temporary measure in 2017, the elimination of taxation on tips, social security benefits, and overtime pay.

According to Mr. Tong, the extension of the Trump tax cut and easing of some regulations in the USA economy will bring about an economic boost.Which stocks will benefit from the Trump tax cut?I think.

Investors widely expect that President Trump's tax reduction and tariff policies will lead to the Federal Reserve Board (FRB) maintaining high interest rates.This expectation has caused a sharp increase in US bond yields, and the high US bond yields imply an increase in banks' net interest income, enhancing market confidence in banks' profitability.。

Investors are expecting the Trump administration to relax regulations on the financial industry. Specifically, the Trump administration may further ease regulations on the amount of capital reserves banks must hold in order to reduce operating costs for financial institutions.

It was six industries: industrial, technology, etc. Among them, the five industries other than technology all exceeded their respective ratios. Most of the tech stocks had performance within the range of market expectations, but some tech stocks had lower than expected performance and their stock prices were weak.
During the election campaign, Mr. Trump advocated for "new American industrialism," reducing taxes for industrial companies in the United States and imposing tariffs on industrial companies outside the United States. The movement aims to support local manufacturers. According to reports, the "New American Industrialism" plan may involve lowering the tax rate for local manufacturers from 21% to 15%, imposing a uniform tariff of 10-20% on imported products, relaxing regulations on local manufacturers, and providing land to potential investors.During the election campaign, Mr. Trump advocated for "new American industrialism," reducing taxes for industrial companies in the United States and imposing tariffs on industrial companies outside the United States. The movement aims to support local manufacturers. According to reports, the "New American Industrialism" plan may involve lowering the tax rate for local manufacturers from 21% to 15%, imposing a uniform tariff of 10-20% on imported products, relaxing regulations on local manufacturers, and providing land to potential investors.During the election campaign, Mr. Trump advocated for "new American industrialism," reducing taxes for industrial companies in the United States and imposing tariffs on industrial companies outside the United States. The movement aims to support local manufacturers. According to reports, the "New American Industrialism" plan may involve lowering the tax rate for local manufacturers from 21% to 15%, imposing a uniform tariff of 10-20% on imported products, relaxing regulations on local manufacturers, and providing land to potential investors.During the election campaign, Mr. Trump advocated for "new American industrialism," reducing taxes for industrial companies in the United States and imposing tariffs on industrial companies outside the United States. The movement aims to support local manufacturers. According to reports, the "New American Industrialism" plan may involve lowering the tax rate for local manufacturers from 21% to 15%, imposing a uniform tariff of 10-20% on imported products, relaxing regulations on local manufacturers, and providing land to potential investors.stated.

During the election campaign, Mr. Trump advocated for "new American industrialism," reducing taxes for industrial companies in the United States and imposing tariffs on industrial companies outside the United States. The movement aims to support local manufacturers. According to reports, the "New American Industrialism" plan may involve lowering the tax rate for local manufacturers from 21% to 15%, imposing a uniform tariff of 10-20% on imported products, relaxing regulations on local manufacturers, and providing land to potential investors.

Necessities and non-necessities of life
Tax cuts have a positive impact on the American economy.Reducing corporate and personal income taxes pushes up corporate profitability and residents' disposable income, stimulating domestic investment activities and consumer demand. .

Looking back at the tax reform implemented during the Trump administration, corporate profits surged significantly within just six months of its implementation, leading to an expansion of consumer demand.

Health Care
During the previous term of President Trump, he worked to encourage the return of large amounts of capital held overseas by American companies to the homeland.Significantly lowered the tax rates on corporate M&A tax and overseas repatriation funds.。

For many years, major American pharmaceutical companies have had a tendency to use overseas capital for acquiring overseas companies rather than facing a high tax rate of 35% when repatriating funds to their home country. In contrast, Trump's proposal is to significantly reduce the repatriation tax rate to 10% and encourage companies to expand employment and increase investment by using a portion of the funds for that purpose.This proposal is aimed at lowering the repatriation tax rate to 10% in order to encourage companies to use a portion of their funds to expand employment and increase investment.