---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/25118021.md"
description: "The University of Sichuan is back. As for domestic policies, there are two key points: a. Economically, industrial stimulus may weaken (but since much of the industrial stimulus from anti-inflation bills has gone to Republican-leaning states, how much can actually be reduced is questionable). Then there's tax cuts, with the core being the 2025 Tax Cuts and Jobs Act, which is likely to become permanent. This is very bad for the U.S. fiscal deficit outlook. Higher deficits mean more bond issuance, and increased bond supply could easily push bond yields up, which is why the 10-year Treasury yield has been rising.$Tesla(TSLA.US)$Occidental Petroleum(OXY.US) b. Immigration policy: In addition to the border wall from the first term, this time there's an added measure—deporting illegal immigrants already in the country. The U.S. job market is already in a delicate balance, and tightening immigration could lead to a rebound in inflation, which is worth watching.$Vanguard Total Bond Market ETF(BND.US)$Trump Media & Tech(DJT.US)"
datetime: "2024-11-06T07:43:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/25118021.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/25118021.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/25118021.md)
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# The University of Sichuan is back. As for domestic…


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## Comments (2)

- **慕容鱼 · 2024-11-06T10:45:44.000Z · 👍 1**: The 20-year Treasury bond dropped sharply today, got shorted.
  - **满山的猴子我腚最红** (2024-11-06T10:57:00.000Z): 做策略 不做单边选择 车略就是加一笔 继续等