Group 1: Political Environment - The Trump 2.0 administration is characterized by a unified political landscape, with Trump and the Republican Party controlling the presidency, both houses of Congress, and the Supreme Court, leading to significant policy influence[3]. - The administration emphasizes loyalty, conservatism, and a hawkish stance towards China, with key cabinet members reflecting these values[7][8]. Group 2: Fiscal and Tax Policies - Trump's fiscal policy includes internal tax cuts, high external tariffs, and fiscal expansion, with a projected deficit of $9.5 trillion from tax cuts alone over the period 2026-2035[15][17]. - The extension of the Tax Cuts and Jobs Act (TCJA) is a central element, aiming to make tax cuts permanent, which would significantly increase tax burdens if not enacted[16][17]. - The proposed corporate tax rate reduction from 21% to a range of 15-20% is expected to further impact government revenue negatively[16]. Group 3: Immigration Policies - The Trump 2.0 immigration policy aims for a significant increase in deportations, targeting "millions" of illegal immigrants, which may lead to labor shortages in various sectors[30][43]. - The administration plans to implement strict measures on legal immigration, including automatic green cards for high-skilled immigrants while tightening entry for others[30][33]. Group 4: Regulatory Policies - The administration's deregulation agenda focuses on the financial and environmental sectors, aiming to reduce government intervention and promote economic growth[45][46]. - Key proposals include withdrawing from the Paris Agreement and rolling back regulations on fossil fuels, which aligns with the administration's broader economic strategy[46].
君研海外·特朗普2.0重要政策变量梳理:内政篇:财税政策、移民政策、去监管
2024-11-18 13:26