Markets anticipate a softened tariff regime, influencing inflation and the Federal Reserve’s response. A manageable tariff rate of 10% to 14% is expected, potentially leading to a one-off inflationary impact. Stephen Innes favors gold as the top-performing asset, citing central bank buying driven by de-dollarization and strong Asian demand, anticipating significant gains in the coming years.
Rising bond yields and inflation remain key risks for markets: Candace Browning
Global investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate profits and expectations of easy monetary policy are supporting