







We’re about to get our first real tremors in the data tape — those subtle but telling cracks that remind everyone just how real the Washington tariff shock is about to get.
Inflation risk has been a significant topic of discussion in the mainstream media for the last few years.
European Central Bank President Christine Lagarde showed an increased sense of urgency in light of ongoing trade tensions and increased disinflationary pressures.
Despite the S&P 500’s impressive performance throughout 2024, this year has been a different story.
Gold has maintained its strength after hitting record highs earlier this month, reflecting its enduring status as a safe-haven asset amid global uncertainty.
As investors seek shelter from the financial storm, they will look for alternatives. Other governments' bonds and currencies are NOT better alternatives to U.S. Treasury bonds or the dollar. Like it or not, USD is the fiat currency of last resort.
The damage done from an erratic tariff policy is irreparable. Hence, the USD has lost ground to its competitors in the currency markets.