Gold climbed modestly on Wednesday, gaining 0.2% to trade at $3,026.38 an ounce as markets positioned themselves ahead of the wide-ranging reciprocal tariff measures President Trump is expected to announce on April 2. Traders and investors are weighing the potential economic impact of those measures, and gold’s rise reflects demand for assets seen as reliable … Read more

When the dollar weakens, gold typically rises. Every major episode of dollar devaluation since 1971 has coincided with a substantial gold rally — and the present cycle follows that pattern. With the U.S. Dollar Index down roughly 14% from its 2022 peak, gold has climbed more than 43% year-over-year. A falling dollar erodes the purchasing … Read more

President Trump eased his stance on tariffs and the Federal Reserve after pressure from major retailers and a drop in the markets. Executives from Walmart, Target and Home Depot warned that continued tariff escalation could quickly lead to empty shelves and higher prices for consumers — potentially within a matter of weeks. After hearing those … Read more

When markets become volatile, a common question surfaces: what is the real difference between paper gold vs physical gold? Many investors assume that gold exposure is the same regardless of form—whether held via an ETF, a futures contract, or a coin in a vault. In practice, these ownership structures are very different. During stress events—such … Read more

Deutsche Bank’s global co-head of FX research, George Saravelos, has highlighted compelling parallels between the potential market consequences of DeepSeek’s new AI development and the dot-com bust of the early 2000s. Saravelos warns that, if the technology proves as disruptive as early market signals indicate, it could trigger a substantial revaluation across the technology sector … Read more

The U.S. labor market ended 2024 on a strong note, with employers adding 256,000 payrolls in December — well above the consensus forecast of 160,000. Alongside that gain, the unemployment rate edged down to 4.1%, signaling continued resilience in jobs and wages. These developments carry meaningful implications for monetary policy, as stronger-than-expected hiring and a … Read more

Financial forecasters are growing more worried about the risk of a recession as recent trade tensions intensify. J.P. Morgan has raised its probability of a global recession to 60% from 40%, explicitly pointing to “disruptive U.S. policies” as the largest threat to economic stability. S&P Global has increased its odds of a U.S. recession to … Read more

Hedge fund manager Ray Dalio advises that investors allocate roughly 15% of their portfolios to store-of-value assets like gold or Bitcoin to help balance risk and returns. Although Dalio personally favors gold because of its long track record and role as a monetary asset, he recognizes Bitcoin’s attraction for many investors due to its capped … Read more

President Trump has intensified calls to replace Federal Reserve Chair Jerome Powell, and speculation about potential successors is increasing. Several names have surfaced, including Kevin Hassett, Scott Bessent, and Kevin Warsh. Each candidate represents a distinct critique of the Fed’s recent policy path, and all are associated with a preference for lower interest rates. Reports … Read more

US Treasury bonds rallied after new economic indicators pointed to slower growth and easing inflation, reinforcing expectations for two Federal Reserve interest-rate cuts in 2025. Yields on both two-year and 10-year Treasuries fell by roughly 10 basis points as traders adjusted their outlook. Market pricing now includes the possibility of rate cuts as early as … Read more