🦅 TRUMP’S SOTU 2026: A RADICAL ECONOMIC RESET? 🇺🇸💰
President Trump just delivered a record-breaking 107-minute State of the Union address. While many points felt familiar, the specific economic shifts proposed could reshape markets. Here’s the breakdown for investors. 🧵👇
1️⃣ Inflation & The Fed War 📉🏛️
The Data: Trump touted a CPI of 2.4% and Core Inflation at 2.5% as proof his policies are working.
The Power Play: He is officially waiting for a court ruling on his authority over the Federal Reserve. His goal? Directly influence interest rates to lower mortgage and business costs. ⚖️🔥
2️⃣ The "Tax Swap" Era 💸🔄
Trump reaffirmed his boldest fiscal vision yet: Replacing Income Tax with Import Tariffs.
The Logic: Make foreign nations pay for the American government’s budget. A massive shift for global trade and domestic spending power.
3️⃣ Housing: People Over Corporations 🏠🚫
In a strike against Wall Street, Trump called for a ban on large corporations buying up single-family homes.
The Aim: Stop investment funds from driving prices out of reach for the middle class. "Homes for people, not for hedge funds." 🛑🏦
4️⃣ Healthcare & Energy Shockwaves 💊⚡
Direct Aid: A proposal to bypass insurance companies and Medicare/Medicaid by giving cash directly to citizens via Health Savings Accounts. 🏥
The AI Energy Tax: Tech giants building AI data centers must now build their own power plants. Trump’s goal is to prevent AI energy demands from skyrocketing electricity bills for regular citizens. 🤖🔌
5️⃣ Ethics in the Market ⚖️📜
In a rare moment of bipartisan support, Trump called to ban Members of Congress from trading stocks. The goal: Eliminate insider trading and restore public trust in the financial system. 🏛️🚫📈
🎯 The Bottom Line: Trump is doubling down on "America First" populism. From fighting the Fed to taxing AI energy consumption, this is a roadmap for a protectionist, high-growth, and potentially volatile 2026.
