特朗普2.0观察（一）：特朗普新内阁的基本面分析

Cabinet Composition - Trump's new cabinet members have a total wealth nearly 60 times that of Biden's cabinet[9] - The majority of Trump's cabinet members belong to Generation X, born between 1965-1980[9] - Six members of Trump's cabinet hold Juris Doctor (JD) degrees, reflecting the "lawyer-led" governance characteristic of the U.S.[9] Economic Policy - Trump's potential economic policies can be summarized as three arrows: tax cuts, deregulation, and tariffs[9] - The new Treasury Secretary, Scott Bessent, has a "3-3-3" plan aiming to reduce the budget deficit to 3% of GDP by 2028, increase GDP growth to 3%, and boost U.S. energy production by 3 million barrels per day[9] Regulatory Environment - Deregulation is expected to be a significant component of Trump's economic policy, with potential changes in leadership at major financial regulatory agencies[9] - There may be a relaxation of regulations on cryptocurrencies and a reduction in banking regulatory requirements[9] Trade Policy - Trump's trade representative nominee, Jamieson Greer, advocates for increased tariffs and stricter export controls to protect U.S. technology, indicating a potential return to protectionism[9] Demographic Insights - Trump's cabinet has a lower percentage of women at 31% compared to Biden's 38%[25] - The cabinet is predominantly white, with only three members from minority backgrounds, contrasting with Biden's cabinet which has a higher representation of minorities[25]