特朗普在去年年底继续扩大其投资组合.根据最新披露，特朗普在短短一个半月内执行了189笔买入操 作，购入至少5100万美元的市政债券和公司债券，其中包括云算力服务商CoreWeave的债券。 据白宫周四（1月15日）发布的最新披露文件显示，这些交易发生于去年11月14日至12月29日之间。除 了CoreWeave，新购入的资产还包括奈飞、通用汽车、波音、西方石油以及联合租赁发行的债券。此 外，投资组合还涵盖了美国多地城市、学区、公用事业公司及医院发行的市政债券。 这是特朗普在任期内持续积累财富的最新例证。自2025年1月重返白宫以来，他已累计完成至少价值 2.61亿美元的交易，再次引发关于潜在利益冲突的质疑。 交易规模与披露细节 彭博报道指出，这份签署日期为1月14日并于次日获得白宫道德官员批准的报告显示，特朗普在上述期 间共进行了189笔买入和2笔卖出交易，其中卖出金额至少为130万美元。 由于联邦法规仅要求申报广泛的价值区间而非确切价格，具体交易金额尚不明确，但文件显示新购债券 的成本合计至少为5100万美元。此外，总统还修正了一份早前的报告，更改了四笔交易的价值。 这一披露进一步充实了特朗普庞大的交易记录 ...

美国总统特朗普在8月下旬至10月上旬期间购买了至少8200万美元的公司债和市政债，其 中包括新增配置到一些受其政策支持行业的投资。上周六公开的金融披露文件显示了上述情 况。 根据美国政府道德办公室公布的文件，从8月28日到10月2日，特朗普进行了175笔以上的 金融资产购买。这些依据1978年《政府道德法》所要求披露的文件并未列出每笔交易的具 体金额，只给出了一个大致区间。 按照文件中的上限区间计算，这些债券买入的总金额最高超过3.37亿美元。 周六披露文件中列示的资产，大部分是由市政当局、州、县、学区以及其他与公共机构相关 实体发行的债券。 特朗普新购入的债券投资涵盖多个行业，其中包括那些已经从其政府的政策调整（例如金融 监管放松）中受益或正在受益的领域。 在美国政府（在特朗普主导下）入股英特尔之后，特朗普也买入了英特尔发行的债券。 特朗普买入的公司债包括博通、高通等芯片制造商发行的债券，Meta等科技公司发行的债 券，家得宝、CVS Health等零售企业发行的债券，以及高盛、摩根士丹利等华尔街银行发 行的债券。 与其前任不同的是，特朗普并未抛售资产或将其资产转入由独立监管人管理的" 盲目信 托"中。他庞 ...

Group 1 - Trump purchased at least $82 million in corporate and municipal bonds from late August to early October, with total bond purchases potentially exceeding $337 million [1] - The bonds acquired include those from sectors benefiting from Trump's policy adjustments, such as financial deregulation [1] - Specific companies whose bonds were purchased include semiconductor manufacturers like Broadcom and Qualcomm, tech companies like Meta, retail firms like Home Depot and CVS Health, and Wall Street banks like Goldman Sachs and Morgan Stanley [1] Group 2 - Following the U.S. government's investment in Intel, Trump also bought Intel-issued bonds [2] - Trump has reported over $100 million in bond purchases since returning to the presidency on January 20 [2] - Trump's annual financial disclosure indicated income exceeding $600 million from various businesses, including cryptocurrency and golf course properties, raising concerns about potential conflicts of interest [2] Group 3 - Unlike his predecessor, Trump has not divested assets or placed them in a blind trust; his business empire is managed by his two sons [3]

Core Insights - Trump purchased at least $82 million in corporate and municipal bonds from late August to early October, with total potential investments exceeding $337 million based on upper limits of disclosed ranges [1][2] - The bonds acquired span various sectors, including those benefiting from Trump's policy adjustments, such as financial deregulation [1] - Notable companies whose bonds were purchased include Broadcom, Qualcomm, Meta, Home Depot, CVS Health, Goldman Sachs, and Morgan Stanley [1] Group 1 - Trump bought Intel bonds following the U.S. government's investment in the company [2] - All federal elected officials must report securities transactions, but specific amounts are not disclosed, only ranges [2] - Trump has not reported any asset sales and has purchased over $100 million in bonds since returning to the presidency [2] Group 2 - Trump's business empire is managed by his sons, unlike previous presidents who transferred assets to independent trusts [3] - Trump's financial disclosures indicate significant income from various sources, including over $600 million from cryptocurrency and other ventures [2]

Core Insights - Trump purchased at least $82 million in corporate and municipal bonds from late August to early October, with total potential investments exceeding $337 million based on upper limits of disclosed ranges [1][2] - The bonds acquired span various sectors, including those benefiting from Trump's policy adjustments, such as financial deregulation [1] - Notable companies whose bonds were purchased include Broadcom, Qualcomm, Meta, Home Depot, CVS Health, Goldman Sachs, and Morgan Stanley [1] Investment Details - Trump bought bonds from Intel following the U.S. government's investment in the company [2] - The financial disclosure does not specify exact transaction amounts, only general ranges, and no asset sales were reported [2] - Since returning to the presidency, Trump has purchased over $100 million in bonds, with significant income reported from various business ventures, including cryptocurrency [2] Management and Oversight - Unlike previous administrations, Trump has not divested assets or placed them in a blind trust; his business empire is managed by his sons [3] - Trump's financial activities raise potential conflict of interest concerns due to the overlap between his business interests and presidential policies [3]

Group 1 - The U.S. Office of Government Ethics reported that President Trump purchased at least $82 million in corporate and municipal bonds between late August and early October, including investments in industries benefiting from his policies [2] - Trump's financial disclosures indicate he has continued to earn income from numerous luxury real estate and business projects, many valued at tens of millions of dollars [2] - During the specified period, Trump made over 175 financial purchases, with total bond investments exceeding $337 million, primarily in municipal, state, county, and school district bonds [2] Group 2 - Trump's bond purchases included those from major companies such as Intel, Broadcom, Qualcomm, Meta Platforms, Home Depot, CVS Health, and investment banks like Goldman Sachs and Morgan Stanley [3] - Since returning to the presidency on January 20, Trump has purchased over $100 million in bonds, raising concerns about potential conflicts of interest due to his ongoing business interests [3] - Trump's annual disclosure for 2024 revealed income exceeding $600 million from various ventures, including cryptocurrency and golf properties, indicating a significant increase in wealth from these investments [3]

Core Viewpoint - Concerns have been raised regarding potential conflicts of interest related to Milan's recent transition from the position of Chair of the White House Council of Economic Advisers to a role at the Federal Reserve, which he plans to hold until January 2026 [1] Group 1 - Milan dismissed the concerns as "somewhat absurd" and emphasized his commitment to serve until the end of the unexpired term [1] - He stated that if asked by the President to continue beyond January 2026, he would resign immediately, highlighting his dedication to transparency [1] - Milan plans to elaborate on his views and clarify the significant differences in his stance compared to others during his upcoming speech at the New York Economic Club [1]