The Federal Reserve is expected to maintain current interest rates through the first half of 2025 before implementing two rate cuts beginning in September, according to a Bloomberg News survey of economists. President Trump’s trade policies have created uncertainty, causing economists to lower growth forecasts while raising inflation projections. New tariffs on major trading partners like China, Canada, and Mexico have unsettled financial markets and raised concerns about potential stagflation—a combination of slowing economic growth and persistent inflation.

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Gold vs. Stocks in 2026: What Q1 Returns Show
The first quarter of 2026 ended with an unusually clear message: energy prices are surging, equities are suffering, and gold is holding its ground. A look at cross-asset returns shows where the conflict premium is showing up — and where it isn’t.




