特朗普再次掀起全球政坛风暴，令各国政客压力骤增。短短一天内，白宫先后向包括韩国、日本、南非在内的14个国家发出关税威胁信，消息传出立刻引爆 国际紧张气氛。紧接着，他又迅速签署行政令，将"对等关税"的暂缓期限延长至8月1日，令局势更加扑朔迷离。 前言 2025年1月，特朗普再度踏入白宫大门，第一时间便以破纪录的速度签署了40多项行政命令，目标非常明确——彻底推翻拜登任内近80项政策遗产，彻底抹 去上一届政府的影响。文件堆积如山，旧秩序轰然崩塌。 随后，6月美国最高法院作出关键判决，宣布联邦地区法官无权发布全国性禁令，此判决堪称为特朗普量身定制，大幅拓宽了他的行政权力。 他的这套反复无常的操作手法已娴熟到让全球媒体都懒得惊讶，"不确定性"几乎成了这位总统的代名词。 这场由特朗普自编自导的政治大戏，已如连续剧般演绎了近十年。自2016年首次当选起，他一共主导了一个四年总统任期、经历过四年在野生活，如今新一 届四年任期又正式开始。 于是，一个现实的问题摆在眼前：耗费十二年青春、用尽政治资本的特朗普，真的愿意眼看"让美国再次伟大"的宏愿，最终由接班人甚至竞争对手来实现 吗？ 显然，如果他想亲手达成这个目标，剩下的四年依 ...

Group 1 - The article discusses the irreconcilable conflict between Trump's policies aimed at revitalizing American manufacturing and reducing trade deficits, and the long-term bullish outlook for U.S. stocks, bonds, and the dollar that Wall Street anticipates [3][41] - Trump's imposition of high tariffs has led to significant declines in U.S. stocks, bonds, and the dollar, marking the worst performance for these assets compared to previous presidents [4][9] - Despite the increasing trade deficit, U.S. households and businesses have seen their wealth rise, indicating that the U.S. has been a major beneficiary of global trade [6][18] Group 2 - The article highlights that Trump's second term has already seen five instances of simultaneous declines in stocks, bonds, and the dollar, a stark contrast to previous administrations [7][9] - The long-term decline of U.S. bonds is attributed to rising government debt and the resurgence of inflation, exacerbated by Trump's tariff policies [11][12] - The article emphasizes that Trump's goal of reducing the trade deficit through tariffs could backfire, as it may lead to less foreign investment in U.S. assets, which has historically supported the stock and bond markets [18][34] Group 3 - The article points out that the current economic model, which has benefited Wall Street, relies on a global division of labor that has allowed for low-cost imports, thus keeping inflation in check and increasing purchasing power [24][26] - It argues that if Trump succeeds in bringing manufacturing back to the U.S., it could lead to higher production costs and negatively impact corporate profits, resulting in a return to the lackluster market performance seen before 1980 [26][41] - The article also discusses the implications of high tariffs on domestic industries, using the example of the firefighting equipment market, where prices have soared due to reduced competition [28][30] Group 4 - The article concludes that Trump's approach to trade and tariffs is fundamentally at odds with the interests of Wall Street, which thrives on the current economic structure that promotes globalization and low-cost imports [41] - It suggests that a shift towards free trade and cooperation with global partners, along with internal reforms to support manufacturing workers, would be more beneficial for the U.S. economy [41]