同盟操戈

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特朗普其人(国金宏观赵宏鹤)
雪涛宏观笔记· 2025-04-20 00:34
Core Viewpoint - The article discusses Donald Trump's political strategies and their implications in the context of changing international dynamics, emphasizing his adaptability and focus on personal and political interests [2][10]. Group 1: Trump's Business Background and Political Rise - Trump, born in 1946, leveraged his business acumen and media presence to become a prominent political figure, notably through his book "The Art of the Deal," which outlines his "maximum pressure" negotiation tactics [3][4]. - His political success in 2016 was attributed to his appeal to the "silent majority," particularly white working-class voters, by promising job creation and economic revival through protectionist measures [4][5]. Group 2: Trade Policies and Economic Impact - In 2024, the U.S. accounted for 39% of the global trade deficit, amounting to $1.15 trillion, a 34% increase since 2017, highlighting the significance of trade relations under Trump's policies [5]. - Trump's use of tariffs as a diplomatic tool has raised concerns about inflation risks, particularly for lower-income households who are more sensitive to price increases [12][13]. Group 3: Political Strategy and Alliances - Trump's approach often involves leveraging allies for financial and political gain, as seen in his past statements about making allies pay their fair share [6][9]. - His relationships with influential figures like Elon Musk and Jeff Bezos illustrate the potential volatility of alliances, especially when personal interests are at stake [9][10]. Group 4: Flexibility and Response to Challenges - Trump's ability to adapt his strategies in response to economic pressures, such as adjusting tariff policies to mitigate market impacts, showcases his focus on personal and political interests [10][11]. - The article suggests that if Trump's political interests are threatened by economic fallout from tariffs, he is likely to modify his approach to maintain support [11][12].
特朗普其人(国金宏观赵宏鹤)
雪涛宏观笔记· 2025-04-20 00:34
既聪明又粗糙,既容易犯错也容易改错。 文:国金宏观宋雪涛、赵宏鹤 生于1946年的特朗普,人生大部分时间都处在Pax Americana治下。敏锐的嗅觉让特朗普看到了美国 的深层次问题,强大的表演力帮他两度走上总统宝座,极限施压和同盟操戈的做派让他在第一任期尝到 过甜头。 一、嗅觉敏锐,表演力强 作为商人,特朗普勉强算是成功的。22岁毕业于沃顿商学院,随后在父亲的房地产公司"特朗普管理公 司"就职,25岁从五个兄弟姐妹中脱颖而出,被父亲任命为公司总裁。虽然几度濒临破产,到80年代 逐步成为房地产大亨。 让特朗普从成功商人成为家喻户晓人物的,是他在1987年发表的书籍《交易的艺术》(The Art of the Deal),该书曾连续32周位居《纽约时报》畅销书排行榜榜首。 正是这本书描述了特朗普标志性 的"极限施压"策略:激化矛盾、极限施压,将局势推向灾难边缘,试图在最后一刻达成交易。 特朗普的极限施压之所以可行,不在于威胁本身,而是敏锐的嗅觉和强大的表演力让他时常能发现和利 用对手的弱点。 这种特质帮助特朗普在2016年第一次登上总统宝座。 作为政治素人,特朗普精准的找到了美国"沉默 的大多数",这些白人蓝 ...