The Fed Is Finished

InvestorPlace01-29

Meet Luke Lango Markets completely ignored the Fed’s January 2026 rate decision – the first time in decades that a Federal Reserve announcement failed to move stocks, bonds, or commodities, ...

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Washington's \"iron fist\" now controls markets with government capital. Learn where to invest now.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"INTC":"英特尔","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4168":"多种金属与采矿","BK4023":"应用软件","USAR":"USA Rare Earth Inc.","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4543":"AI","BK4512":"苹果概念","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","BK4587":"ChatGPT概念","04335":"英特尔-T","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4528":"SaaS概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4535":"淡马锡持仓","MP":"MP Materials Corp.","BK4612":"AI芯片","BK4515":"5G概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC"},"translate_title":"美联储完蛋了","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USAR":1.92,"INTC":1.91,"04335":1.91,"MP":1.9},"content_text":"Meet Luke Lango\t\t\n\n\n\n\n\nMarkets completely ignored the Fed’s January 2026 rate decision – the first time in decades that a Federal Reserve announcement failed to move stocks, bonds, or commodities, signaling a historic power shift.\nThe White House bypassed the Fed entirely and now picks economic winners directly through bespoke tariff deals, sovereign-style investments in companies like Intel and MP Materials, and billion-dollar funding packages.\nThe Genesis Mission represents the biggest capital deployment opportunity since the early AI boom, with six core infrastructure layers requiring hundreds of billions in investment – and savvy investors can position before each funding announcement.\n\n\n\n\n \n\n\nSomething unprecedented just happened. The Federal Reserve made its first rate decision of 2026… and the markets didn’t even flinch. No rally. No selloff. Nothing.\nJust a few years ago, it seemed Fed Board Chair Powell could send the Nasdaq on a 3% ride with barely a syllable. Now… crickets. \nThe 3.5%-3.75% range hold barely caused a blip on trading screens.\nSo, what happened? When did the most powerful economic force in the world become irrelevant?\nWhen the ‘invisible hand’ died and was replaced by an ‘iron fist’; one that’s rewriting every rule of capitalism as we know it. \nHere’s what’s really controlling the markets now – and how to make the most of this shift.\nWhy the Federal Reserve Lost Control of the Markets\nFor decades, the Fed controlled everything. It set rates, and the market responded. \nBut over the last year, that guiding hand has been replaced by the very visible, very heavy iron fist of the government’s executive branch.\nAnd this new regime – which we’ll call the Technological Republic – isn’t subtle. The government isn’t waiting for monetary policy to work its magic. It’s picking up the phone and deploying billions directly.\nThree strategies show it:\n\nThe Tariff Carrot-and-Stick: The White House announces sweeping reciprocal tariffs, then turns around and cuts bespoke deals with specific U.S. companies to skirt them.\nWashington Becomes Venture Capital: Instead of waiting for the Fed to lower the cost of capital, the government is just handing it out via massive investments, as we’ve seen with MP Materials (MP) and Intel (INTC).\nPicking Winners in Real-Time: Just days ago, on Monday, Jan. 26, 2026, the Department of Commerce announced a staggering $1.6 billion funding package (under the CHIPS Act) for USA Rare Earth (USAR) to build out a domestic magnet supply chain.\n\nThink about what this means. When Washington can deploy $1.6 billion to a single company in a single week, what’s a 25-basis-point rate cut worth? \nThe executive branch has seized control. Nobody’s watching the Federal Reserve’s dot plot anymore. Now all eyes are on 1600 Pennsylvania Avenue, waiting to see which company gets the next billion-dollar ‘Golden Ticket.’\nAI Spending Ignores Fed Interest Rates\nBut the government takeover is only half the story. There’s a second force making the Fed obsolete – and this one is purely technological.\nWe’re in an AI spending super-cycle that doesn’t care about interest rates… at all.\nIn a normal economy, high rates kill spending. Companies pull back. Investors get cautious. But AI isn’t normal. It’s an arms race – and nobody’s slowing down\nAI companies were spending when interest rates were rising in early 2023… when they were at their peak in ’24… when they were falling throughout ’25…\nAnd they are still spending here in 2026 as rates remain steady.\nBig Tech is firing an AI bazooka with seemingly unlimited ammo. These companies are sitting on mountains of cash and generating “supercharged” earnings growth that a 25-basis-point move by the Fed wouldn’t move the needle on. \nNo matter what Powell & Co. decide, the data centers are getting built, the GPUs are being shipped, and the AI stock returns are following the earnings, not the interest rates.\nWhich brings us to the final nail in the Fed’s coffin…\nThe Fed’s Lame Duck Problem: Powell’s Last Stand\nHere’s the uncomfortable truth nobody’s saying out loud: Jerome Powell is a lame-duck Fed chair, and the market knows it.\nThe White House has made no secret of its desire for aggressive rate cuts; and with Powell’s term as chair ending this May, the market is already looking past him.\nThe administration is expected to appoint a new Fed chair later this year; someone who will almost certainly be more “aligned” with its own vision. As such, we’re likely to see multiple rate cuts in the second half of 2026 – not because the “data” demands it, but because the new regime does.\nThe Only Question That Matters Now\nSo… The Fed? Irrelevant. The “invisible hand” of free markets? Dead and buried.\nWhat’s controlling asset prices in 2026 is simple: Washington’s iron fist and whoever it decides to write checks to.\nAnd right now, that fist is wrapped around one singular obsession – the Genesis Mission.\nThis is the White House’s bet-the-farm initiative to dominate global energy and AI infrastructure. \nAnd it isn’t some five-year plan buried in a think tank white paper. The money is moving right now.\nUSA Rare Earth: $1.6 billion, announced just this week.\nIntel: Billions in CHIPS Act funding, already deployed.\nMP Materials: Federal backing secured, with new plants to come.\nThese companies are watching government capital flood their balance sheets while their competitors scramble for venture rounds.\nAnd this is just the opening act.\nThe Genesis Mission has six core infrastructure layers it needs to build. Each one represents hundreds of billions in capital deployment. Each one has a shortlist of companies positioned to capture the lion’s share.\nI’ve spent the last three months identifying them – the names that will define the next market cycle.\nThis is the biggest wealth-building opportunity I’ve seen since the early days of the AI boom.\nBut the difference is that this time, we know exactly where the capital is going before it gets there.\nWatch my Genesis Mission briefing now to find out everything I’ve learned.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\n Luke Lango\nEditor, Hypergrowth Investing\n\n\nMeet Luke Lango\nBy uncovering early investments in hypergrowth industries, Luke Lango puts you on the ground-floor of world-changing megatrends.\n\n\n\n\n\t\t\t\tLearn more about Luke\t\t\t\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/hypergrowthinvesting/2026/01/the-fed-is-finished/.\n©2026 InvestorPlace Media, LLC","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2607033980","isCrawlerRequest":true}