The Trump economic team may have internal discord, and the key agenda still needs the "understanding king" to make the final decision!
Analysts state that the Trump team's characterization of the economic policy as 'the opponent team' is almost accurate, and the strong opposition between Besant and Lutnik has been publicly reported.
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U.S. Steel, Aluminum Prices Likely Would Rise If Trump Hikes Tariffs - WSJ
The Trump Cabinet 2.0 "Dream Team" is unveiled! Understand the economic views of the officials in one image.
The major team of Trump's Cabinet 2.0 has gradually taken shape, characterized by: first, loyalty is prioritized, and overall policy inclination is largely consistent with Trump; second, many candidates come from the business and financial sectors; third, the attitude towards China is generally tough.
French miners lament that the profitability of nickel mining business cannot be achieved without china technology and equipment.
① The multinational mining giant Ehmann stated that western companies cannot make a profit in the nickel mining business in Indonesia without relying on china's technology, equipment, and management experience; ② Ehmann and BASF have canceled the 2.6 billion dollar nickel-cobalt refining plant project in Indonesia due to it being 'economically unfeasible'; ③ Ehmann is collaborating with China’s Qingshan Holding to operate the nickel mine in Weda Bay, with the CEO stating that china's technology, expertise, and equipment are key to competitiveness.
If inflation resurges, gold, crude oil product, and copper will likely not withstand it.
Since the usa election, gold, crude oil product, and copper have all declined. If Trump 2.0 brings inflation back, resisting inflation will not be easy.
A visual overview of the Trump 2.0 policy timeline! What investment opportunities are worth paying attention to?
Analysis indicates that Trump 2.0's policy may still be within the framework of 1.0, but the pace may accelerate, and domestic and foreign policies may become more assertive. Trump may be more firm in practicing the "America First" principle, implementing tougher immigration and trade policies.
A former Federal Reserve governor is leading the pack as a popular candidate for treasury secretary, but can Trump's political views be accepted?
① The key candidates for Trump's cabinet are gradually being determined, but the selection for the Secretary of the Treasury remains undecided, raising market curiosity and anxiety; ② The possibility of former Federal Reserve Governor Kevin Walsh becoming the Secretary of the Treasury has rebounded, with his nomination probability reaching 49% at one point; ③ The market believes that Walsh's election could alleviate concerns about the cooperation between the Federal Reserve and the Treasury in providing government funding.
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Boosting inflation weaken the economy? Trump's tariff policy harshly criticized by Morgan Stanley.
①Morgan Stanley's Chief Global Economist Seth Carpenter stated that Trump's proposed tariffs will lead to higher inflation and weaken the economic growth of the usa; ②If the tariff policy is eventually implemented, Carpenter believes that it will significantly weaken the growth of the usa by 2026; ③Many economists have questioned Trump's tariff policy, suggesting that it may trigger global trade frictions.
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Wall Street has begun to pay attention to tariff issues, and concerns about the return of inflation are intensifying.
Investors are closely monitoring the potential impact of the Trump administration's global trade policies on the stocks market.
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The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
Trump reportedly plans to narrow the range of Treasury Secretary candidates this week, with candidates from a Wall Street background taking the lead.
①According to media reports citing sources, usa President-elect Trump plans to narrow down the range of candidates for Treasury Secretary within this week, and is inclined to choose someone with a Wall Street background for this important position; ②After winning the US presidential election, there is close attention from the public on how he will form the cabinet for his second term. Treasury Secretary and Secretary of State are usually the positions where the US President prioritizes the selection of candidates.
Goldman Sachs: Trump's 'Super Week' ends, the US stock market will enter a rotation market.
Goldman Sachs traders expect that after the trading market driven by the US election ends, the forecast rotation pressure will continue to be a significant feature of the market, as investors put money into smaller market cap companies and seek opportunities in cyclical/inflation themes.
Shares of Base Metal Stocks Are Trading Lower. Weakness May Be Due to China Stimulus Efforts.
Wall Street outlook for "Trump 2.0": The first two years of presidency will have a "profound impact".
JPMorgan stated that if Trump adjusts policies on taxes, regulations, and cryptos, the first two years of his second term may be quite influential.