100 Days In: Trump’s ‘Strategic Uncertainty’ on Tariffs Leaves Markets Guessing

Published: 04-01-2025, 03:35 pm | Updated: 04-01-2025, 10:01 am HSBC sees three ways gold could strengthen during what they call a “US-driven” market correction: 1. U.S. Recession Scenario: If recession fears grow, investors would move away from risky assets. This would weaken the dollar and lower Treasury yields, pushing more investors toward gold as a safe haven. 2. U.S. Stagflation Scenario: If the economy faces both weak growth and high inflation at the same time, gold could see even stronger gains. Under these conditions, Treasury yields would hit a floor while risky assets decline. 3. U.S. Debt Concerns: If the

Published: 04-01-2025, 02:55 pm | Updated: 04-01-2025, 09:57 am Gold prices have reached unprecedented heights, up a substantial 40% increase from a year ago and a 19% rise since the beginning of 2025. This surge comes as global markets continue to decline due to growing anxiety over President Trump’s protectionist trade policies, with his latest round of tariffs scheduled for implementation on Wednesday—a day he’s dubbed “Liberation Day.” Investors are increasingly turning to gold as a safe haven during this period of economic uncertainty. Market confidence has been steadily eroding since the start of the year, with both businesses and

Published: 04-01-2025, 01:55 pm | Updated: 04-01-2025, 09:44 am President Trump has confirmed he’s decided on his “Liberation Day” tariff plan but hasn’t revealed the details ahead of Wednesday’s announcement. The White House is divided between two approaches: – A universal 20% tariff on almost all imports – A “reciprocal” country-by-country approach with different rates that could be negotiated This split reflects Trump’s competing goals for tariffs: – Generate revenue (possibly $600 billion annually according to adviser Peter Navarro) to help offset tax cuts – Use tariffs as leverage to pressure other countries to lower their duties or make policy