律动BlockBeats|1月 14, 2026 12:58
Trump's push for US midterm elections triggers policy uncertainty, and US stocks face unsolvable policy risks
BlockBeats News: On January 14th, Ed Clissold, Chief US Strategist at Ned Davis Research, plans to create a new term - Big MAC Trading, which corresponds to "Big Midterms Are Coming". He wants to use this concept to summarize the core theme of the 2026 US stock market in his eyes: the policy direction and its impact before and after this autumn's congressional elections.
At the beginning of the year, US President Trump issued a series of policy statements that indicate that he is focusing on improving the Republican Party's chances of winning in the November elections. His policy focus is on the hotly debated issue of "affordable living" in the United States. The impact of this trend on the stock market may be extremely profound. Taking last week's market performance as an example, Trump demanded that credit card issuers set the interest rate ceiling at 10% - a level that is less than half of the current average interest rate. As soon as the news came out, bank stocks plummeted; After he ordered military enterprises to suspend dividend payments and invest funds in production, the military sector also suffered a heavy blow; After the government recently criticized the independence of the Federal Reserve, the entire Wall Street fell into panic on Monday.
Lysander wrote in the report that "policy adjustments targeting specific industries will become a major risk before the midterm elections," and it is currently unclear how the market can hedge against such risks. (Golden Ten)
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