Stock Investors’ Strategy for 2026: ‘Don’t Fight the White House’

Stock Investors’ Strategy for 2026: ‘Don’t Fight the White House’

The New York Times business

Key Points:

  • President Trump’s administration has significantly impacted the stock market at the start of 2026, with various actions influencing different sectors.
  • The U.S. attack on Venezuela caused a surge in oil stock values, reflecting market sensitivity to geopolitical events.
  • Trump’s social media call for capping credit card interest rates led to a decline in credit card issuer stocks.
  • Proposed new regulations on Nvidia’s chip sales to China resulted in a drop in the company’s stock, negatively affecting the broader tech market.
  • These developments have prompted analysts to reconsider the traditional view that the White House has limited influence on stock markets compared to the Federal Reserve.