The cabinet of Trump 2.0 has basically been nominated.What are the core economic ideas of the cabinet?This article uses graphic and textual analysis to provide a deeper understanding~Who are the key members of the Trump Squad? What are their main responsibilities?
一、Who are the members of the Trump Team? What are their main responsibilities?
2. The economic ideology of cabinet members in the economic policy field
3. The economic ideology of members outside the cabinet in the economic policy field
4. The impact of ideological beliefs on the economy and assets
1. Additional tariffsIt may lead to inflation, exacerbating the burden on the residential and corporate sectors.
2. Relaxation of regulations, especially as nominated Finance Minister Bezent also supports the development of US energy and suggests increasing oil production by 3 million barrels per day.
3. In addition, the nominated Energy Secretary Wright remains firmSupport the development of traditional energyHe may take quick actions after taking office to end the one-year suspension of natural gas export permit approvals by the Biden administration.
Stimulated by high tariffs and trade wars, global economic efficiency has declined, trade has been damaged, and economic growth has slowed. Due to upward inflation, the economic development of some countries is slowing down, and the world may overall fall into a state of stagflation.
5. Global industry chainFurther reshaping of additional tariffs and trade frictions may prompt multinational companies to reconsider their global supply chain and industry layout.
Under the influence of these ideological propositions, which assets need to be cautious about? And where should attention be focused on assets?
【Key points: The trading theme includes 3 keywords: inflation, trade friction, geopolitical....

$Crude Palm Oil Futures(FEB5) (FCPOmain.MY)$
Business Society news on November 29th.
National Grain and Oil Information Center news on November 28th: Malaysiapalm oil.Palm oil Council (MPOB) will release the November monthly supply and demand data on December 10th. According to reports from plantation sources, palm oil production in Malaysia has decreased since November. Data from the Southern Malaysia Palm Oil Association shows a 3.24% month-on-month decrease in palm oil production from November 1st to 25th, with a predicted 5% month-on-month decrease in local palm oil production for November.
In November, the international palm oil price fluctuated at a high level, with export demand being suppressed. According to multiple shipping institutions, from November 1st to 25th, the export volume of Malaysian palm oil decreased by 8.2% to 9.2% compared to the previous month, with an expected decrease of around 8% month-on-month in November. Overall, it is expected that by the end of November, Malaysian palm oil inventory will continue to decrease to around 1.8 million tons, with a month-on-month decrease of 5 to 0.1 million tons. Attention is focused on the subsequent production and export situations from the origin.
(Source: Business Times)

$Crude Palm Oil Futures(FEB5) (FCPOmain.MY)$ breaking 5000 again

$JTIASA (4383.MY)$
A few days ago, it was washed. Can it fly now?

$99SMART (5326.MY)$
Will there be fewer stocks entering the market at that time?
With a huge supply exceeding demand, logically the stock price will definitely drop.
Let's wait for the flash crash~ and continue to watch the show~

$SUNCON (5263.MY)$ when only will go up?

$INARI (0166.MY)$ Trends after predicting performance.

$JTIASA (4383.MY)$ up up

$INARI (0166.MY)$
guess about the qr, i think revenue boost up but net profit dropped because of unrealised currency lost.
hope it's stock is strong same as ytlpower tomorrow.

$GENETEC (0104.MY)$ Waiting for the next entry opportunity during the callback.