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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 doublesTrump: The United States will immediately begin refining and selling 50 million barrels of Venezuelan oilThe US Dollar Index rose 0.2% on non-farm payroll day, with a cumulative increase of over 0.7% this weekNo chance of a rate cut by the Federal Reserve at the end of the month? The "New Federal Reserve News Agency" states that the December non-farm payrolls pave the way for inaction, with traders expecting little possibility in JanuaryOpenAI and SoftBank invest $1 billion in partner SB Energy