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....

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Palantir's second quarter revenue outlook exceeds expectations.
Palantir Technologies Inc.'s stock price rose on Monday, surpassing the latest financial report of the software company, but these gains were wiped out in after-hours trading.
However, Palantir has raised its strong momentum for its artificial intelligence platform, called AIP, on Monday.
The software company now expects annual revenue of $26.77 billion to $26.89 billion, up from its previous forecast of $26.52 billion to $26.68 billion. Revenue for the second quarter is forecasted to be $0.649 billion to $0.653 billion, surpassing consensus expectations of $0.643 billion.
Palantir also expects full-year adjusted operating profit of $0.868 billion to $0.88 billion, compared to its previous forecast of $0.834 billion to $0.85 billion.
CEO Alex Karp said in a letter to shareholders, 'Growing parts of corporate America are increasingly turning to us, and they are more clear than ever how artificial intelligence and big language models will reshape their industries.'
These improved prospects come after Palantir exceeded expectations in the first quarter. The company reported revenue of $0.634 billion, compared to $0.525 billion in the same period last year, while analysts tracked by FactSet forecasted $0.615 billion.
Net income was 0.106 billion US dollars, earnings per share were 4 cents, compared to...