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

President Trump’s first 100 days back in office have been marked by significant uncertainty around tariffs, which appear to be his administration’s top economic priority but also the biggest drag on his popularity.

Despite promises of quick deals, negotiations with foreign nations remain unclear, with Trump and his team offering contradictory statements about progress.

Treasury Secretary Scott Bessent recently described this approach as “strategic uncertainty,” highlighting a pattern that extends beyond trade to other policy areas where progress has been slower than initially promised.

Inherited Gold IRA beneficiary designation form with a fountain pen and an American Gold Eagle coin, representing the paperwork that determines how a Gold IRA passes to heirs
Articles

Inherited Gold IRA: Beneficiary Rules & the Step-Up Basis Gap

Physical gold you own outright gets a full step-up in basis at death. Gold inside a Gold IRA never does — it’s taxed to your heir as ordinary income instead, on a ten-year clock the IRS only fully clarified in 2024. Here’s what a beneficiary needs to know before a missed deadline costs 25% of the account.

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Ink drop spreading through still water, a visual metaphor for the Cantillon effect of uneven money distribution
Articles

The Cantillon Effect: Why Money Printing Makes Some People Rich First

New money doesn’t reach everyone at once: banks and asset holders get it first, wage earners get it last, after prices have already moved. Using Fed balance-sheet data and its own Distributional Financial Accounts, this piece traces exactly how that sequence played out from 2008 to 2022, and why physical gold and silver sit outside the mechanism entirely.

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Fed Takes Conservative Stance on 2025 Rate Cuts
News

Trump Challenges Precedent That Protects Fed Chair’s Independence

Published: 04-21-2025, 10:45 am | Updated: 04-21-2025, 08:25 am President Trump is threatening to remove Federal Reserve Chair Jerome Powell and has asked the Supreme Court to approve his dismissal of board members from other independent agencies. This challenges a 90-year-old precedent limiting presidential power to fire such officials except for neglect or malfeasance. Trump has already fired leaders at the Federal Trade Commission and Federal Election Commission, with these actions being contested in court. A dismissed FTC board member pointed out that legally, their position is equivalent to Powell’s, suggesting if Trump can legally remove them, he could do

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Gold Price Drops Below $3,350 on Strong U.S. Jobs Report
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Dollar Plunges as Trump’s Threats Against Fed Chair Rattle Investors

Published: 04-21-2025, 10:00 am | Updated: 04-21-2025, 08:15 am US financial markets experienced significant turbulence on Monday as investors reacted to growing speculation that President Trump might attempt to dismiss Federal Reserve Chairman Jerome Powell. The dollar dropped to its lowest level since December 2023, with the Bloomberg Dollar Spot Index falling as much as 1%, while US stock futures declined 1.3% and 10-year Treasury yields climbed. The market reaction intensified after National Economic Council Director Kevin Hassett acknowledged that Trump was studying the possibility of firing Powell, despite legal scholars noting that a president lacks clear authority to dismiss

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News

Safe-Haven Rush: Gold Tops $3,400 Amid Trump-Fed Tensions

Published: 04-21-2025, 09:20 am | Updated: 04-21-2025, 07:58 am Gold has reached a record high of $3,390 per ounce, driven by a weakening US dollar and increasing market uncertainty. President Trump’s criticism of the Federal Reserve and reports he considered firing Chair Powell have raised concerns about central bank independence, potentially undermining dollar confidence. Trade tensions between the US and China continue to unsettle markets, with China warning other nations against deals that might harm its interests. These factors, along with expectations of a global economic slowdown, have pushed investors toward safer assets. Institutional demand remains strong, with bullion-backed ETF

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