Group 1: Policy Focus Areas - Trump's policies can be categorized into six main areas: fiscal and welfare, monetary and financial, trade, industrial, diplomatic and military, and immigration policies[1] - Key fiscal policies include tax cuts, with proposals to lower corporate tax from 21% to 20% and impose a 60% targeted tariff on Chinese imports[2] - Monetary policy predictions suggest a push for central bank easing and a focus on developing digital currency, potentially undermining the Federal Reserve's independence[3] Group 2: Immigration and Trade Policies - Immigration policies are expected to tighten, including measures to stop illegal immigration and increase high-quality legal immigration, such as automatic green cards for graduates[4] - Trade policies will likely involve raising tariffs on global imports by 10% and focusing on supply chain autonomy, particularly in pharmaceuticals and semiconductors[5] - The aim is to restrict Chinese investments in critical industries, ensuring national security by forcing China to relinquish assets that threaten U.S. interests[6] Group 3: Energy and Environmental Policies - Energy policies will shift from promoting renewable energy to supporting fossil fuels, including tax incentives for oil, gas, and coal producers[7] - Environmental regulations are expected to be relaxed, with plans to withdraw from the Paris Climate Agreement and overturn previous environmental legislation[8] Group 4: Diplomatic and Military Strategies - Diplomatic efforts may focus on achieving peace in Ukraine and the Middle East while strengthening support for Israel[9] - Military policies will include investments in next-generation missile defense systems to protect the U.S. from missile attacks[10]
特朗普新政系列研究一:特朗普施政纲领推进节奏如何?
ZHESHANG SECURITIES·2024-11-11 10:23