2026-01-17 10:30:55

Looking at this Wall Street political farce, it truly is the most absurd plot twist of the year—those who wanted to overthrow Powell ended up pushing his "iron-blooded persona" into the history books. U.S. stocks stabilized, and the U.S. Treasury yield curve flattened, with the market giving the clearest answer through candlestick charts.

The irony lies here: the Congress members who loudly called for impeachment were ultimately countered by public opinion, failing to produce substantial evidence and appearing quite awkward; the originally hopeful dovish faction within the Federal Reserve, trying to cater to political demands, was suddenly branded as "untrustworthy" by the market. Political manipulation has completely backfired this time.

The essence of the matter is simple: global capital treats the central bank's "stress resistance" as a ballast for the market. The louder the political noise, the more precious the central bank's independent decision-making becomes. Those still dreaming of pressuring through public opinion to force a rate cut should wake up.

After the farce ends, the new rules are clear: when political interference hits the central bank's red line, the market's premium on "policy stability" soars—safe-haven assets like gold become even more popular, and even those growth stocks previously seen as high-risk are supported by valuation due to expectations of "the Fed's unwavering stance." In the short term, the central bank will undoubtedly become more hawkish, but this is not out of petulance; it’s a firm stance to reassure the market.

Stop expecting politics to directly influence interest rates. "Trust + firmness" is the new main theme. How do you see this reversal affecting the triangular relationship between the central bank, policies, and the market? How do you think the central bank should balance independence and accountability? Share your thoughts in the comments.

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P2ENotWorking

· 17h ago

Powell's move really hit the jackpot this time; politicians are shooting themselves in the foot, and now they don't dare to say a word.

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FlashLoanPhantom

· 17h ago

Powell has become a legend with this move, giving the impression that politicians are shooting themselves in the foot. The independence of the central bank really depends on the market to educate. Really, the most ironic thing is that those dovish folks were actually removed by the market. Serves them right. Political intervention crossing the red line always leads to a crash; this rule is so true. I was right about gold soaring this time, just waiting for the Federal Reserve to stay hawkish. Wait, growth stocks are rising instead? I need to think more about this logic. Wow, a sudden plot twist directly revived market confidence.

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LiquidityHunter

· 17h ago

At 2 a.m., I saw this article. Rethinking the US Treasury yield curve data... it has indeed flattened, and the slippage pressure has significantly decreased. This turning point is worth noting. --- Wait, are gold and growth stocks both receiving valuation support at the same time? I need to dig into the liquidity depth data to see if there’s any arbitrage opportunity I haven’t fully understood. --- The louder the political noise, the more the central bank tightens. Instead, this has driven up the policy stability premium. This logic is interesting, but is market efficiency really that high? Or is it just a re-pricing of short-term risk premiums? --- Let’s not talk about other things for now. Those who try to force a rate cut through public opinion should really wake up. Historically, attempts to manipulate the central bank have never ended well. --- What does a flattening yield curve mean... I need to pull out and verify the recent month’s DEX trading pair data. It feels like the liquidity gap might be larger than it appears on the surface. --- Does the unwavering Federal Reserve give a sense of reassurance? But how long can this reassurance last—three months or six months? --- Trust and conviction as the new main themes sound good, but has the market really remembered? Just one data release can break this logic apart.

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Tokenomics911

· 17h ago

Powell has really been achieved in reverse this time. The louder the public noise, the more the central bank stands firm. This is the market logic.

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Gm_Gn_Merchant

· 17h ago

Powell's move is really clever; politicians dug their own graves and jumped in, and now they have to endorse the central bank's independence. LOL

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CommunityJanitor

· 17h ago

This reversal is really amazing. Politicians are digging their own graves, but instead, Powell has become more resolute. The market also took this as a reassurance, feeling a bit like "shooting oneself in the foot." Speaking of political interference in central banks, it has never worked... When the market sees you acting theatrically, it turns around and starts pouring money into gold and growth stocks. Quite ironic. The independence of the central bank is truly a complex issue, but the problem is that we don't have the market logic of "ineffective public opinion pressure" here. Different institutional designs mean different approaches. I think, rather than obsessing over how the central bank balances things, it's better to see whether the Federal Reserve will really hold off on cutting rates in the second half of the year... That’s the real test for the wallet, haha.

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