【浙商宏观II李超】特朗普内阁成员——集权、强硬、MAGA化

Group 1: Cabinet Characteristics - Trump's cabinet appointments are characterized by rapid nominations, with 27 cabinet-level officials proposed, 25 of whom have been nominated as of November 29, 2024, minimizing Senate influence[4] - The cabinet is notably younger, with 6 members born in the 1980s and 6 in the 1970s, reflecting a shift away from experienced political figures[4] - High political loyalty is evident, as many nominees supported Trump during the 2020 election fraud controversy, indicating a preference for loyalty over experience[5] Group 2: Policy Directions - The cabinet is aligned with MAGA principles, advocating for a hardline stance on China, including tariffs and reduced taxes, with several members supporting aggressive trade policies[6] - Key cabinet members have Wall Street backgrounds, suggesting a likelihood of deregulation in the financial sector, with figures like Treasury Secretary Bessent advocating for tax cuts and a "3-3-3" economic growth plan[7] - Support for traditional energy and opposition to climate regulations is prominent, with Energy Secretary Wright representing a pro-fossil fuel agenda[7] Group 3: Risks and Challenges - Potential risks include unexpected deterioration in US-China trade relations and heightened political tensions between the two parties, which could impact policy implementation[11]