Ed Yardeni, president of Yardeni Research and a notably optimistic Wall Street forecaster, is signaling growing concern about market stability even as he keeps a bullish long-term target for the S&P 500. Yardeni continues to forecast a climb to 7,000 for the index, a target surpassed only by Oppenheimer’s 7,100 estimate. However, he has increased … Read more

As economic uncertainty grows in the United States, most major financial institutions — including JPMorgan Chase and Goldman Sachs — have revised their projections and are now forecasting a recession in 2025. Consumer confidence has fallen to its lowest level since the COVID-19 pandemic, and many Americans report plans to tighten household budgets and reduce … Read more

U.S. Treasury yields moved slightly higher after inflation data came in stronger than expected. The 10-year yield remained around 4.253%, while the 2-year yield ticked up about 2 basis points to roughly 3.732%. Core inflation, which strips out volatile food and energy prices, rose to 2.7% in May. That was above economists’ forecasts of 2.6% … Read more

Chinese investors poured a record 7.6 billion yuan (about $1 billion) into four major onshore gold ETFs last week, and strong inflows have continued into this week. The rush into gold followed steep tariffs announced by US President Trump that wiped trillions from global equity markets and raised fears of a global slowdown. China has … Read more

According to the London Bullion Market Association (LBMA), gold held in London vaults rose slightly by 0.1% to 8,488 metric tons at the end of March. That modest increase contrasts with earlier months when large volumes of gold moved from London to New York. The change followed the U.S. government’s decision to exempt gold from … Read more

Gold has pulled back about 6.5% from its record high after markets reacted to signs of easing in U.S.-China trade tensions. Investors interpreted President Trump’s remarks about significantly cutting tariffs on China as a signal that trade risks are diminishing, which helped spark a rebound in global equity markets and reduced some of the safe-haven … Read more

The United States and China have reached a 90-day agreement to suspend most reciprocal tariffs, marking a notable step forward in trade relations between the world’s two largest economies. Under the deal, reciprocal tariffs that had reached as high as 125% will be reduced to just 10% for the duration of the suspension. The United … Read more

Citigroup recently issued a bearish outlook for gold, suggesting the metal could fall to $2,500 or below next year after its sharp, record-setting rally. Their view reflects concern that the recent surge may be followed by consolidation or a meaningful correction as market dynamics shift. By contrast, UBS senior adviser Brendan O’Connor remains constructive on … Read more

Gold rose to its highest level in more than two weeks as growing trade tensions and renewed expectations of interest-rate cuts increased demand for the safe-haven metal. The implementation of new tariffs by President Trump intensified trade frictions between major economies, prompting investors to seek refuge in assets considered safer during periods of geopolitical or … Read more

Key Takeaways The U.S. dollar’s share of global foreign exchange reserves has dropped from about 71% in 2000 to roughly 57% today — a structural decline that favors gold and silver. When the U.S. Dollar Index (DXY) fell roughly 10–11% in the first half of 2025, gold set successive record highs and silver gained about … Read more