Outflows from China’s largest gold ETFs are reaching record levels as investors shift funds into the stock market. Gold’s recent price rally has cooled following announcements of new trade agreements and a reduction in geopolitical tensions. At the same time, Chinese equities have climbed as investors anticipate stronger corporate earnings and renewed economic momentum. Fund … Read more

Goldman Sachs has nearly doubled its estimate of the U.S. recession risk over the next 12 months, raising the probability from 20% to 35%. The upgrade reflects growing concerns as the country approaches the April 2 date set by the Trump administration to announce new tariff measures, a move that could prompt retaliatory actions from … Read more

BNY data indicates that foreign investors rapidly sold U.S. Treasury bonds in April 2025 as tariff tensions intensified under President Trump. John Velis, BNY’s Americas macro strategist, said the traditional “haven” status of Treasurys is being questioned, noting that the week ending April 11 saw one of the largest foreign selloffs in years. The White … Read more

The Federal Reserve is widely expected to keep interest rates unchanged this week, despite repeated calls from President Trump for rate cuts. That decision is supported by solid labor-market data: April added 177,000 jobs, a gain that underscores continued employment strength and gives the Fed room to pause. Inflation appears to be easing gradually, but … Read more

The Treasury market showed signs of stabilization after a notable selloff that had affected global markets, with yields pulling back across the curve as investors shifted focus to this week’s key U.S. employment report. The improvement in Treasury prices reflects traders repositioning ahead of Friday’s jobs data, which markets view as the next major indicator … Read more

Gold prices are climbing as markets react to President Trump’s tariffs and anticipate further announcements. After a short pullback, gold has recovered above $2,900, and traders are closely watching the psychologically important $3,000 level. The current rally signals a notable shift in market dynamics: the US dollar is weakening instead of strengthening, while US equities … Read more

The world is seeing a renewed wave of trade barriers, a protectionist trend that echoes the spiraling restrictions seen during the Great Depression. Governments are increasingly using tariffs and import controls to shield domestic industries and respond to geopolitical shifts, creating a more fragmented global trading environment. President Trump’s broad application of tariffs on a … Read more

Gold rose to a one-week high on Monday, with spot gold climbing about 2% to $3,353.29 per ounce as a mix of global uncertainties drove investors into safe-haven assets. President Trump’s announcement to raise tariffs on imported steel and aluminum from 25% to 50% revived concerns about a widening trade war, while China rejected U.S. … Read more

The U.S. dollar has declined about 10% so far this year, reaching a three-year low. Several major banks, including UBS, describe the currency as “unattractive” and expect further weakness as economic growth cools. Downward pressure on the dollar stems from growing concerns over the widening U.S. budget deficit and uncertainty about future tariff and trade … Read more

Silver has already experienced an extraordinary run. It rallied more than 147% in 2025, reached a nominal peak near $121 per ounce in January 2026, and as of April 2026 trades around $80/oz—well above most 2025 forecasts. So what comes next? That is the central question investors are grappling with today. The original bull and … Read more