In the past 24 hours, the Trump administration seems to have suddenly hit the 'accelerator'. The intensity and ferocity of the actions have made the market truly realize for the first time:
Trump is not just in power; he is rescuing the market.
From tariffs, energy, regulation, military to public opinion control, he is using a systematic approach to pull the U.S. economy back onto a track he is familiar with — which is also the political foundation he must defend for 2025.
Next, we will break down the seven key events in these 24 hours for you, and combined with market logic, see the true purpose of Trump's 'rescue package'.
01 | Signing to exempt certain Brazilian agricultural products from tariffs:
Lower costs, stabilize prices, and suppress inflation.
On November 21, Trump signed an executive order to eliminate a 40% tariff on Brazilian food imports, involving bulk consumer goods such as beef, coffee, cocoa, and juice.
It seems like international trade actions, but it is actually a domestic economic firewall.
Why?
Because inflation in the U.S. is rising again, and food inflation is the easiest to trigger public backlash—reducing import tariffs is the fastest and most direct 'price suppression measure.'
The core of this step is to maintain the stability of voter sentiment and to stabilize expectations for the stock market.
When prices are stabilized, inflation expectations will also be kept in check by Trump.
02 | Expanding exploration permits:
Energy prices can no longer rise.
The Trump administration announced: the opening of drilling plans for 34 offshore oil and gas blocks along the Alaskan coast and in the Arctic Circle.
This means: more oil supply is released, lowering energy costs, hedging against international geopolitical risks, and reducing costs for industrial production.
This is not only an energy policy but also an important measure for directly supporting the U.S. stock market.
Because U.S. publicly listed companies cannot withstand the inflation across the entire industry chain caused by skyrocketing oil prices.
Trump is well aware of this.
Stabilizing oil prices means stabilizing the entire U.S. financial market.
03 | 28 stars have been 'green-lighted':
Trump's military version of the 'market stop-loss anchor.'
According to Axios, Trump has rarely approved the list of 28 senior Ukrainian military officers for permanent non-promotion.
What does this mean? This is a strong signal in the military field: the U.S. is reducing its deep commitment to the war in Ukraine.
This means two things:
The U.S. will not continue to burn money without limits.
The pressure on the defense budget has eased, and the fiscal gap is no longer worsening.
It's important to know that the U.S. fiscal deficit has hit a record high, and the market fears the government will continue to 'invest infinitely in war.'
The signal that Trump is sending now is: war spending is weakening, and the financial risks in the U.S. are no longer worsening.
This is a stabilizer for the U.S. Treasury market, the dollar, and the U.S. stock market.
04 | Revoking Biden's Department of Energy agency:
Transitioning to the era of 'consumer subsidies.'
Trump announced the cancellation of the energy consumption research and energy-saving office established during the Biden administration, reallocating the budget to 'increase production' rather than 'energy conservation.'
Why do this?
Because Trump does not want Americans to save, but rather to 'produce.' The more produced, the cheaper the energy, the lower the inflation, and the more active the economy.
Essentially: increasing supply, reducing costs, and stimulating manufacturing.
This is again the core policy of stabilizing growth and the stock market.
05 | Establishing a PUA program task force in Washington:
Regulations are tightening, targeting the gray market.
The U.S. Department of Justice announced the establishment of a special task force to combat fraud related to illegal aid programs, focusing on clearing large-scale gray industries left over from the pandemic.
The logic behind it is simple: tidy finances, regulate market order, improve the authenticity of economic data, and enhance the credit of the dollar.
This is actually an important step towards restoring trust in the financial market.
06 | Deputy Director of the Bureau of Alcohol, Tobacco, Firearms, and Explosives was removed:
Trump's 'anti-regulation' storm continues.
Trump replaced ATF Deputy Director Robert Cekada, which signifies one thing:
The era of excessive regulation has ended.
For the market, nothing encourages capital inflow more than 'reducing regulatory hurdles.'
This is beneficial for small and medium-sized enterprises, the manufacturing industry, the firearms industry chain, the logistics industry chain, and even commercial real estate.
07 | Rejecting U.S. military recruitment propaganda in minority communities:
Stabilizing domestic public opinion and social sentiment.
Trump directly vetoed the military's community propaganda plan on the grounds that it was unnecessary and would create divisions.
This means: Trump is beginning to actively control social public opinion and community sentiment to avoid the escalation of social conflicts.
The social sentiment and market sentiment are inherently positively correlated.
These 7 actions by Trump tell us one conclusion:
He is using all the tools he can control to stabilize the market and the economic fundamentals.
From inflation → energy → finance → strategic spending → regulation → social stability, Trump's actions cover almost all the core variables that affect economic expectations.
This is not a scattershot action; this is the 'market rescue combo.'
Why must Trump act now?
Three reasons:
① U.S. stocks are stagnant and need policy fuel.
Tight funding, repeated inflation, high debt, and weak investor confidence. Without policy support, the market is equivalent to being suspended.
Trump must give the market a shot of adrenaline.
② The pressure on U.S. Treasury bonds has reached a historical ceiling.
38 trillion U.S. dollars in Treasury bonds, with interest exceeding 1 trillion a year. Yongqi also analyzed in detail the challenges of 38 trillion U.S. dollars in Treasury bonds in these two articles: U.S. national debt officially exceeds 38 trillion dollars: Trump said we will use cryptocurrency to pay off. U.S.: 38 trillion national debt challenge.
If inflation is not suppressed, budgets are not stabilized, and war spending is not reduced, U.S. Treasury bonds will spiral out of control.
Trump knows very well: if U.S. Treasury bonds cannot be stabilized, his votes cannot be stabilized either.
③ The mid-term elections in 2026 need strong economic data.
GDP, employment, inflation, and stock indices must all be impressive. This is political reality.
24 hours after the policy announcement, the entire cryptocurrency market saw Bitcoin ETF's trading volume reach a historic high of $11.5 billion, while Bitcoin's price rebounded from $80,500 to $85,000.
What is Trump's next step?
Combining the current actions, Yongqi can boldly predict the future three major directions:
First: a larger scale of energy expansion.
Oil prices cannot rise, and inflation cannot take off. Energy is his main battlefield.
Second: significant reduction and rewriting of financial regulations.
ATF is just the first step; next may be structural weakening of multiple regulatory agencies such as SEC and EPA.
Reducing regulation → capital is more willing to invest → the stock market is stronger.
Third: possibly launching 'Tax Reduction 2.0' or 'Corporate Repatriation Subsidies.'
Trump will certainly promote manufacturing subsidies and corporate tax reductions, forming: manufacturing expansion → GDP boost → political results in 2026.
Conclusion: Trump is really saving the market, and he is doing it decisively.
Whether you like Trump or not, you must admit: he is one of the people in American politics who understands the language of capital markets best.
In the past 24 hours, he has used 7 major actions to tell the market:
"I am taking over the economy while also taking over expectations."
Global capital is reassessing the risks and opportunities of American assets. Trump's set of moves is the biggest variable for the trends of U.S. stocks and Treasury bonds in the coming months.
In the coming period, the U.S. market will enter a cycle dominated by 'Trump's market.'
Are you ready?
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In conclusion: Many views in this article represent my personal understanding of the market and do not constitute investment advice to you.
