“Historically, the rest of the world has found some cushion in the dollar’s tendency to rise during crises,” writes @GitaGopinath on American stockmarket wobbles. But there are “reasons to believe that this dynamic may not hold”, she argues https://t.co/WwcJgYCODs ...

Market Trends & Investment Opportunities - Spot gold prices have climbed above $4,000 per ounce for the first time, indicating a shift towards gold as a safe-haven asset during economic and political turbulence [1] - Gold has outperformed equities and almost every other asset class since 2000, proving to be a valuable asset during portfolio downturns [4][5] - Silver reached its highest price per ounce in more than four decades, signaling investor anxiety and highlighting the precious metal's role as a warning sign for the global financial system [3] - Central banks are buying approximately 1,000 tons of gold a year, reversing their trend from the early 2000s when they were selling a few hundred tons annually [14] - Gold-backed ETFs experienced significant inflows, with September seeing inflows six times larger than predicted by rate-based models, indicating increased investor interest in gold without physical ownership [18][19] Geopolitical & Economic Factors - The dollar experienced its single biggest decline in six months in 50 years, while gold reached record highs, reflecting a loss of faith in the dollar and a shift towards alternative assets [6][7] - Russia's invasion of Ukraine in 2022 prompted countries to diversify away from the dollar to shield themselves against potential US sanctions [13] - China is the biggest consumer and producer of gold, with the People's Bank of China aiming to reduce dependence on the dollar by buying gold instead of US treasuries [15] - Pressure on the Federal Reserve, coupled with tariffs and inflation, has led trading partners to reconsider the dollar's dominance in trade settlements [17] Alternative Assets & Risks - Platinum and silver have rallied more than gold this year, driven by industrial demand and concerns about sovereign debt [19][20][21] - A major de-escalation of Trump's tariffs or a peace deal between Russia and Ukraine could spur a price decline in gold, highlighting the volatility associated with the metal [22]

For more on the move in rates, let's bring in Subra Rajapa, associate general's um head of research. I wanted to get your title right, Subadra. Great to see you. >> Great to see you, too.>> Um so, where where are rates heading at this point. >> Um we're definitely in the low end of the range. Um I think it'll be interesting, especially today, we broke through that 4% level, which which I'm watching.>> For not for what reason is is the important question, right. Because in some respects, as you guys were dis ...

We'll continue on here with the broader markets. Uh let's bring in Torson Slack. He is Apollo global management chief economist.Joins us here at Post night. Great to see you to um so the market had gotten pretty comfortable right with this idea that the interplay of US economic growth, what the Fed's going to do, the tariff situation being somewhat settled. How do you see this little jolt from Friday and whether it continues.Well, I think this feeds into the broader narrative that we have already for a whil ...

Welcome back. Gold topping $4,000 an ounce for the first time ever and hitting another record high just this morning. Our next guest is out with a new piece in the Wall Street Journal about gold's rally, saying it points to eroding faith in central banks.Let's bring in Wall Street Journal chief economics commentator Greg Y. That that's nothing new, right. That that gold bugs have wanted to diversify away from fiat currencies.What's what's interesting now, Greg, is that it's happening as stocks rise and even ...

Ken Griffin is worried gold's rally reflects growing concerns about the dollar. He's only half right, @jonathanjlevin says (via @opinion) https://t.co/K2MSXwoQuQ ...

JUST IN: 🇺🇸 Citadel's Ken Griffin says inflation is above target and the dollar is falling 📉Ideal conditions for Bitcoin 📈 https://t.co/MXW5sV2SsU ...

Mark Okada is watching the dollar for clues to what's next for risk assets https://t.co/ZQirduL4Mj ...

Economic Impact - The Trump administration's policies, including tariffs and attacks on the Federal Reserve, have negatively impacted the dollar [1] - A government shutdown would further harm the dollar, but its impact would be limited [1]

gold is up so much the past month i asked chat when was the dollar was created ...