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Core Viewpoint - The article discusses the recent surge in gold prices, which have surpassed $3,410 per ounce, amid concerns over U.S. tariffs and the potential impact on the dollar and U.S. Treasury bonds [2][4][5]. Group 1: Gold Market Dynamics - Gold prices have seen a significant increase, reaching $3,416.65 per ounce as of July 22 [5]. - The rise in gold prices is attributed to the looming deadline for tariffs and the gathering strength of dollar short positions among investors [2][13]. Group 2: Tariff Negotiations and Economic Implications - French Minister of Industry and Energy, Marc Ferracci, indicated that if no agreement on tariffs is reached by August 1, the EU will impose tariffs on over €90 billion worth of U.S. products, starting with an initial round of €21 billion [8]. - U.S. Treasury Secretary Mnuchin expressed optimism about tariff revenues, projecting annual income could reach $300 billion, potentially accounting for 1% of GDP, with a ten-year forecast of $2.8 trillion [10]. Group 3: U.S. Dollar and Market Sentiment - The market is witnessing a crowded trade of shorting the dollar, as indicated by Bank of England Governor Bailey [14]. - Tim Hayes from Ned Davis Research has been bullish on gold since October 2023 and bearish on the dollar since March 2023, suggesting the dollar may need to drop another 10% to be considered undervalued [15]. Group 4: Federal Reserve's Stance - Federal Reserve Chairman Jerome Powell recently spoke at a regulatory meeting but did not provide any hints regarding monetary policy, adhering to the "quiet period" before the upcoming FOMC meeting [19]. - Powell emphasized the need for large banks to maintain sufficient capital and manage risks effectively, amidst ongoing discussions about the final rules of Basel III [20].