US equity markets show surprising resilience with a broadening rally beyond tech, supported by Fed rate cut expectations and stable economic data. However, corporate earnings will be key to sustaining this optimism. Geopolitical shifts and policy uncertainties, including potential tariffs, pose long-term risks, leading to a cautious investment approach focused on AI data center supply chains and precious metals.
Gold’s blistering rally continues past $5,200 as dollar plunges to 4-year low
Gold prices soared past $5,200 for the first time, driven by a plunging dollar and geopolitical anxieties. The precious metal’s surge, up over 20% this
January 28, 2026