在近期选举传递出生活成本的警示信号后，特朗普政府正紧急调整政策方向，将抑制物价作为核心议程。白宫计划通过降低食品关税、发放直接补 贴及反垄断调查等一系列措施缓解通胀压力，此举不仅标志其贸易强硬立场可能出现重大逆转，更被市场解读为"贸易战终结"的关键信号。 在近期选举对共和党发出关于生活成本的"警示信号"后， 特朗普政府正紧急转向，将抑制消费者价格作为其核心政策议程。 这一转变不仅可能重 塑美国的国内经济政策，更预示着特朗普标志性的贸易强硬立场或将出现重大逆转。 据《华尔街日报》报道，白宫正迅速制定一系列旨在为消费者降价的计划。最新动态显示，特朗普和他的顾问们正在讨论的措施包括向美国人提 供2000美元或更多的直接补贴、对肉类包装公司展开反垄断调查，以及一项旨在降低咖啡、水果等大众消费品关税的新计划。 这一系列动作的核心，是降低关税。 上周五，美国政府宣布将降低牛肉、咖啡、坚果、香料等数十种农产品和食品的关税，这标志着特朗普政府 在贸易政策上的显著转变。 此举被视为白宫为应对选民对高昂生活成本日益增长的不满，而采取的最直接、有力的工具之一。 市场的目光已迅速聚焦于此。 美银的分析报告指出，华盛顿对"可负担性"问 ...

Core Viewpoint - The Trump administration is shifting its focus to controlling consumer prices as a core policy agenda in response to recent election signals regarding living costs, indicating a potential reversal of its hardline trade stance [1][2]. Group 1: Policy Changes - The White House is rapidly formulating plans aimed at reducing consumer prices, including direct subsidies of $2,000 or more, antitrust investigations into meatpacking companies, and a new initiative to lower tariffs on common consumer goods like coffee and fruits [1][2]. - A significant aspect of this strategy is the reduction of tariffs, with the government recently announcing lower tariffs on various agricultural products and foods, which is seen as a direct response to voter dissatisfaction with high living costs [1][2]. Group 2: Economic Implications - Analysts from Bank of America suggest that the political focus on affordability may signal the end of the trade war, predicting increased direct intervention in prices by the White House, which will be a key driver for asset allocation in the coming months [1][5]. - The administration's toolbox for addressing affordability includes agreements with pharmaceutical companies to lower prescription drug prices, new offshore drilling projects to stabilize energy costs, and proposals for healthcare and housing [2]. Group 3: Market Reactions - Investors are beginning to adjust to the new market logic stemming from Washington's policy shift, with predictions that the political battle over affordability will translate into specific market drivers [6]. - The anticipated increase in government intervention is expected to negatively impact profit margins in sectors related to inflation, while the potential end of the trade war and tariff reductions could become a central theme in the market [6].