特朗普就职首日秀点评

Immigration Policies - Trump prioritized immigration issues in his inaugural address, announcing a state of emergency at the southern border and plans to deport millions of illegal immigrants[4][6] - The U.S. labor market added 2.232 million non-farm jobs in 2024, with education, healthcare, and leisure sectors accounting for 1.696 million jobs, or 73% of total additions[6][7] - The potential deportation of up to 8.3 million illegal immigrants could increase inflation by 3.5 percentage points by 2026[7] Energy Policies - Trump declared a national energy emergency, aiming to boost traditional energy production while suspending wind energy project approvals and ending green energy policies[13][28] - U.S. crude oil production is stable at 11-13 million barrels per day, representing about 16% of global output, which may increase supply pressure on international oil prices[13][28] - The EIA forecasts a global oversupply in the oil market starting in Q2 2025, which could help mitigate secondary inflation risks[13][28] Tariff and Trade Policies - Trump mentioned tariffs less prominently, indicating a reform of the trade system and establishing a dedicated agency for external taxation[17][28] - Starting February 1, 2025, a 25% tariff will be imposed on all goods imported from Canada and Mexico, while no mention was made of tariffs on China[17][19] - In 2023, the U.S. imported $3.168 trillion worth of goods, with Mexico being the largest source at $480 billion, accounting for 15.2% of total imports[19][20]