Tianyu Qi @CKGOCHANNEL: "In the first two weeks..."

Australia

In the first two weeks of 2026, Trump unleashed a wave of disruptive policy announcements via social media, including banning large institutional investors from buying single-family homes, ordering government agencies to purchase $200bn of mortgage-backed securities, and capping credit card interest rates at 10%. The most explosive development came on January 11, when Fed Chair Jay Powell revealed he was facing a criminal investigation and subpoena over alleged false congressional testimony—moves Powell framed as political pressure to force rate cuts. These actions raised fears about the erosion of Federal Reserve independence, sparking debate over a potential “Sell America” moment. While markets reacted unevenly—gold and Bitcoin surged, equities held up—history shows that undermining central bank independence can fuel short-term asset booms while sowing the seeds of inflation and future crashes. JPMorgan’s earnings further highlighted a K-shaped economy: strong account growth but weak deposits, alongside surging investment assets driven by yield-seeking behavior among wealthier clients. $SPX500 $NSDQ100 $GLD (SPDR Gold) youtu.be/SU559IavvDM

Not investment advice. The author may have financial interests in the mentioned instruments.