东方战略周观察：特朗普就职总统首周

Group 1: Economic and Political Context - Trump's second inauguration as President of the United States occurred on January 20, 2025, amidst significant political activities and policy signals[4] - The U.S. trade deficit with China remains a critical issue, with Trump indicating that it needs to be addressed, suggesting potential for renewed trade conflicts[16] - Trump expressed a belief that U.S.-China relations will generally improve despite trade tensions, indicating a desire to separate economic issues from political relations[16] Group 2: Policy Actions and Implications - In his first week, Trump signed 42 executive orders, with 7 focused on immigration, reflecting a prioritization of domestic issues over international trade[12] - Trump's administration has not yet taken action on tariffs, which contrasts with market expectations[12] - The TikTok issue was reframed by Trump as a market access problem rather than a data security concern, suggesting a potential for economic negotiations[14] Group 3: Market Reactions and Trends - Global stock markets showed varied performance from January 17 to January 24, 2025, with fluctuations indicating investor uncertainty during Trump's transition[5] - Major currencies experienced shifts, with the U.S. dollar index reflecting a slight increase during the same period[6] - Commodity prices also fluctuated, with some commodities showing declines, reflecting broader market volatility[9]