Real Vision: Finance & Investing

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

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Jan 12, 2026
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Andreas Steno
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INSIGHT

Fed-DOJ Clash Threatens Dollar Trust

  • The DOJ subpoena and Powell's public response create an open political conflict over Fed independence.
  • Markets priced only small moves so far, but trust in the dollar and reserve behavior may shift materially.
INSIGHT

Powell's Response Could Freeze Policy

  • Powell's stance may keep policy on hold until a new chair arrives, reducing near-term rate moves.
  • A power vacuum after Powell could yield a lame-duck Fed reluctant to make big directional decisions.
ADVICE

Position For Dollar Weakness

  • Buy gold as a reserve-diversification and dollar-weakness hedge after the Fed standoff.
  • Consider Bitcoin exposure too, since crypto could rally if this triggers renewed momentum.
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