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. Additional tariffsIt may lead to inflation, exacerbating the burden on the residential and corporate sectors.
2. Relaxation of regulations, especially as nominated Finance Minister Bezent also supports the development of US energy and suggests increasing oil production by 3 million barrels per day.
3. In addition, the nominated Energy Secretary Wright remains firmSupport the development of traditional energyHe may take quick actions after taking office to end the one-year suspension of natural gas export permit approvals by the Biden administration.
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.
5. Global industry chainFurther reshaping of additional tariffs and trade frictions may prompt multinational companies to reconsider their global supply chain 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?
【Key points: The trading theme includes 3 keywords: inflation, trade friction, geopolitical....

Historically, S&P 500 returns have often varied across presidential terms. Market performance tends to reflect economic policies, global events, and investor sentiment rather than political party alone. Diversification remains key.
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Source: S&P 500 and the U.S. Presidential Election

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👉Position management.
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Future trends, early layout.
Interest rate cuts are bullish for real estate, gold, bonds, and US stocks.
Early positioning is a good choice.
I have positioned myself in advance.
👉Expected interest rate cut
Some stocks that I hold.
I have bought. $Alphabet-C (GOOG.US)$
...

$Advanced Micro Devices (AMD.US)$ It seems that many people are still unconvinced. The agency just grasped the mentality of retail investors and violently attracted funds.

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*EDIT a few mins early for round 2 but its coming