HK, US stocks top stories
From "Trump QE" to Credit Card Price Limits: When the White House Begins to Set Interest Rates PersonallyCompletely replace the Federal Reserve? After mortgage QE, Trump wants to set a "10% cap" on credit card interest ratesBig short Burry shorts Oracle: dislikes its positioning and financingOil giants gather at the White House to discuss Venezuelan crude oil, Trump says "You invest hundreds of billions, the government doesn't spend a dime," Exxon Mobil responds "No reform, no investment"Above 4000 points, private equity welcomes "instant sellout"Signal is more important than scale – Goldman Sachs interprets "Trump-style QE"In the first week of 2026, global risk assets rose together, and investor "sentiment was high."Trump wants to "manage mortgage rates" for the Federal Reserve? Bessenet stated that the goal of "Trump QE" is to match the Federal Reserve's "balance sheet reduction."The US dollar has "quietly" broken throughGlobal markets "early-year excitement," everything is about liquidityWaiting for non-farm payrolls and tariff rulings! U.S. stock futures remain flat, the U.S. dollar index breaks above 99, and base metals copper and aluminum continue to riseThe two-year U.S. Treasury yield rose by about 4.4 basis points on non-farm payroll day, with a cumulative increase of about 5.9 basis points this weekIntel CEO meets Trump, stock price surges over 10%, U.S. government's holdings value doubles