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

Published: 03-31-2025, 01:30 pm | Updated: 03-31-2025, 09:43 am Elon Musk has doubled down on promises to cut government spending by $1 trillion through eliminating “waste and fraud,” which would halve the federal deficit. As head of the “Department of Government Efficiency” (DOGE), Musk claims they’ve saved $130 billion since Trump’s inauguration—about $2 billion daily, short of his promised $4 billion. However, contrary to these claims, the U.S. Treasury is actually projected to spend 7.4% more in 2025 than during Biden’s final year. Fact-checking Musk’s assertions has become increasingly difficult as DOGE removed federal identification numbers from its website that

Published: 03-31-2025, 12:40 pm | Updated: 03-31-2025, 09:33 am During a recent Bloomberg TV appearance, Morgan Stanley’s Metals and Mining Commodities Strategist Amy Gower says that gold prices could climb to $3,400 per ounce in 2025. Gower identified two primary catalysts behind gold’s strong performance. The first factor is sustained physical demand, which began shifting notably in 2022 when central banks worldwide substantially increased their gold purchases as part of their reserve diversification strategies. The second and more recent driver is the marked uptick in investor demand for gold, which has accelerated price movements. This combination of institutional buying from

Published: 03-31-2025, 11:45 am | Updated: 03-31-2025, 09:25 am Global markets are experiencing significant turmoil as Q1 2025 ends, primarily driven by President Trump’s expanding trade war policies and growing fears of stagflation. Investors are moving toward safer assets, with U.S. government bonds rising 2.6% year-to-date and gold reaching record highs. Trump’s April 2nd announcement of plans to target “all countries” with reciprocal duties has heightened concerns, while recent economic data showing weakened consumer sentiment and spending alongside rising prices has increased worries about a possible recession. While some investors reduce risk exposure, others stand ready to re-enter markets if