Dreamer2025
voted
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....
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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Dreamer2025
liked
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.
Capital at risk | Sophisticated investors only
Visit us: www.graniteshares.com
Source: S&P 500 and the U.S. Presidential Election
Capital at risk | Sophisticated investors only
Visit us: www.graniteshares.com
Source: S&P 500 and the U.S. Presidential Election
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Dreamer2025
voted
Unbelievable, unimaginable, 37 stocks, seventy-seven trades.
Roller coaster🎢
七月初开启上涨模式,七月尾下跌后持续到八月。
👉The roller coaster in July.
Position management.
In order to prevent continuous increase in losses, I sold some of the profitable stocks to ensure profit.
Execute DCA by buying stocks that have experienced significant losses to reduce the cost.
👉Position management.
🎢
👉
Here you can find different types of thematic etfs.未来趋势,提前布局
降息预期降息预期利好影响房地产,黄金,债卷,美股上涨。
👉👉
👉For Beginners | Essential information about etf trading: Trade etfs with moomoo's convenient tools
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. $Alphabet-C (GOOG.US)$
Roller coaster🎢
七月初开启上涨模式,七月尾下跌后持续到八月。
👉The roller coaster in July.
Position management.
In order to prevent continuous increase in losses, I sold some of the profitable stocks to ensure profit.
Execute DCA by buying stocks that have experienced significant losses to reduce the cost.
👉Position management.
🎢
👉
Here you can find different types of thematic etfs.未来趋势,提前布局
降息预期降息预期利好影响房地产,黄金,债卷,美股上涨。
👉👉
👉For Beginners | Essential information about etf trading: Trade etfs with moomoo's convenient tools
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. $Alphabet-C (GOOG.US)$