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

Published: 03-26-2025, 09:30 am | Updated: 03-26-2025, 07:30 am Moody’s has issued a warning that President Trump’s tariff policies could weaken America’s economic strength and worsen concerns about the U.S. deficit. The credit rating agency predicts these tariffs will negatively impact business investment, consumer confidence, and prevent interest rate cuts by the Fed. Moody’s also noted that U.S. government debt affordability is significantly weaker than in previous decades, with the deficit projected to reach 8.5% of GDP within ten years. While acknowledging the unique position of the U.S. dollar as a reserve currency, Moody’s suggests that fiscal weakening will likely

Published: 03-26-2025, 08:25 am | Updated: 03-26-2025, 04:49 am Multiple market strategists, including Bloomberg’s Mick McGlone, Yardeni Research, and Jeffrey Gundlach, forecast gold could hit $4,000 as investors flee riskier assets amid market uncertainty. This shift is already underway, with the S&P 500 dropping 8.1% and Bitcoin falling nearly 13% since February, while gold gained 3% during the same period. Gold has surged nearly 40% over the past year, reaching a record high before settling at $3,020. ETF flows dramatically illustrate this change, as investors have pulled over $4 billion from once-hot Bitcoin ETFs while pouring nearly $7 billion into

Published: 03-26-2025, 04:54 am Gold prices edged up 0.2% to $3,026.38 an ounce on Wednesday as markets brace for President Trump’s sweeping reciprocal tariff plans expected on April 2. Analysts warn these policies could create a stagflationary scenario – combining high inflation with slow economic growth – which typically supports gold prices. U.S. consumer confidence has already fallen to a four-year low as households fear recession and tariff-driven inflation. Gold, traditionally a hedge against economic instability, has climbed over 15% this year, reaching an all-time high of $3,057.21 on March 20. Investors are also monitoring upcoming Federal Reserve officials’ speeches