Market Investors Re-Switch On "Sell America" Trend Amid DOJ's Probe into Fed's Independence
The recent revelation that the US Department of Justice has subpoenaed the Federal Reserve in a criminal investigation sent shockwaves through global markets, reigniting fears about the country's status as an attractive destination for investment. The probe, which is believed to be linked to President Donald Trump's attempts to pressure the central bank into lowering interest rates, has triggered a sharp sell-off in US stocks and bonds.
As a result, investors around the world have begun to adopt a "Sell America" market strategy, reminiscent of the trend that emerged last April after Trump announced his surprise tariff plans. The S&P 500 and Nasdaq indices opened slightly lower on Monday before closing higher, but not before the yields on US government bonds soared to their highest levels since September 2025.
The jump in Treasury yields has had a ripple effect throughout the market, causing the value of the US dollar to weaken against major currencies. This decline in the dollar is expected to make it more expensive for US companies to import goods from abroad and for consumers to travel or study overseas.
The rise in interest rates and the drop in the dollar also run counter to Trump's recent efforts to promote financial affordability, raising concerns about the potential impact on his economic policies. Former Fed chairs Ben Bernanke, Janet Yellen, and Alan Greenspan, as well as several former Treasury secretaries, have expressed their support for the Federal Reserve's independence from the executive branch.
Trump's own policies, including a surprise announcement to ban large institutional investors from buying single-family homes, have also sparked market volatility. The shares of firms such as Blackstone and Invitation Homes plummeted after Trump made the statement, while major defense companies saw their stocks fall in response to his plans to limit dividend payments and share buybacks.
The situation has been further complicated by a series of conflicting statements from the White House, with Trump's administration demanding that oil companies invest in Venezuela despite opposition from ExxonMobil CEO Darren Woods. The US dollar rose on Monday as a result, but the overall trend remains uncertain.
As market participants wait for clarity on these issues, they are being forced to re-evaluate their views on the US economy and its attractiveness to investors. With the Federal Reserve's independence hanging in the balance, concerns about inflation control and monetary policy remain high on the agenda.
The recent revelation that the US Department of Justice has subpoenaed the Federal Reserve in a criminal investigation sent shockwaves through global markets, reigniting fears about the country's status as an attractive destination for investment. The probe, which is believed to be linked to President Donald Trump's attempts to pressure the central bank into lowering interest rates, has triggered a sharp sell-off in US stocks and bonds.
As a result, investors around the world have begun to adopt a "Sell America" market strategy, reminiscent of the trend that emerged last April after Trump announced his surprise tariff plans. The S&P 500 and Nasdaq indices opened slightly lower on Monday before closing higher, but not before the yields on US government bonds soared to their highest levels since September 2025.
The jump in Treasury yields has had a ripple effect throughout the market, causing the value of the US dollar to weaken against major currencies. This decline in the dollar is expected to make it more expensive for US companies to import goods from abroad and for consumers to travel or study overseas.
The rise in interest rates and the drop in the dollar also run counter to Trump's recent efforts to promote financial affordability, raising concerns about the potential impact on his economic policies. Former Fed chairs Ben Bernanke, Janet Yellen, and Alan Greenspan, as well as several former Treasury secretaries, have expressed their support for the Federal Reserve's independence from the executive branch.
Trump's own policies, including a surprise announcement to ban large institutional investors from buying single-family homes, have also sparked market volatility. The shares of firms such as Blackstone and Invitation Homes plummeted after Trump made the statement, while major defense companies saw their stocks fall in response to his plans to limit dividend payments and share buybacks.
The situation has been further complicated by a series of conflicting statements from the White House, with Trump's administration demanding that oil companies invest in Venezuela despite opposition from ExxonMobil CEO Darren Woods. The US dollar rose on Monday as a result, but the overall trend remains uncertain.
As market participants wait for clarity on these issues, they are being forced to re-evaluate their views on the US economy and its attractiveness to investors. With the Federal Reserve's independence hanging in the balance, concerns about inflation control and monetary policy remain high on the agenda.
. It feels like Trump is trying to mess with the entire economic system just for his own gain. I mean, who tries to ban big investors from buying homes? It's just not right. The fact that they're subpoenaing the Fed now just adds fuel to the fire 
. If they start messing with the Fed's independence, it could have serious consequences for our economy and global markets. We need some stability and clarity here! 
. I don't need all that drama in my life. And what's up with Trump wanting to control the Fed's decisions anyway? Doesn't he know that's what they're there for? Just thinking about it is giving me a headache...
it feels like we're right back where we started last april. Trump's policies are just creating too much uncertainty and volatility, and the DOJ probe into the Fed is just adding fuel to the fire 
what's next? another round of tariffs or something? 
. And what about all these former Fed chairs and treasury secretaries speaking up? It's like they're saying something, but we can't quite figure it out.
. i mean, we've been here before with trump's tariffs and all that drama 
. newsflash: monetary policy ain't exactly a democracy 
.
.
. and honestly, a little inflation never hurt anyone 
️️️️️️️️
. one thing's for sure though: investors around the world need some clarity on what's going on in dc before they can start making smart investment decisions 
! It's like, can't we just have some stability for once? 
The whole thing is so confusing with Trump's policies and the DOJ's probe... it's like a never-ending game of musical chairs 
. And to make matters worse, the dollar is taking a hit 
. I'm loving the #FedIndependence, though - can't we just let the experts do their thing? 
The market's all like "Sell America" 
, but I'm over here thinking "Invest in America" 
. I mean, think about it - if investors are selling off US stocks and bonds because of this probe into the Fed's independence, does that really make us a less attractive place to invest? And what does that mean for the value of our dollars in the long run?
. Can't we just focus on supporting our economy instead of trying to manipulate it?
i mean, ben berneake and janet yellen are all about keepin it independent from the exec branch, and trumps policies r more like market noise than actual policy changes 
! But seriously, a decline in the dollar against major currencies is a big deal 
. It's like, can't they just get it together? 
The impact on financial affordability and Trump's economic policies is huge 
! Anyway, I'm keeping an eye on this situation, because let's be real, we need to know how it affects our investments 
. And what about those former Treasury secretaries and ex-Fed chairs who are all for the Fed's autonomy? Are they just getting left behind in this mess?
.