There's a boiling point for consumer frustration with rising prices driven by tariffs, says @johnauthers. We just don't know what it is yet (via @opinion) https://t.co/QTtbkjuNji ...

Market Trends & Drivers - Gold prices are hitting record highs, exceeding $4,100 per ounce, driven by investors seeking safe havens amid potential tariffs and geopolitical tensions [1][20] - Central bank buying, particularly from BRICS nations, is a significant factor driving gold prices higher, as countries seek to diversify away from the US dollar [4][5] - US-China trade tensions and the weaponization of Swift have accelerated the move away from the dollar and towards gold as a reserve asset [5][6] - Gold ETF flows have increased significantly year-to-date, indicating growing investor interest [13] - Silver is catching up to gold in performance, driven by industrial and precious metal demand, as well as its perception as a more affordable alternative [21][22][23][24][25] Price Targets & Predictions - One expert predicts gold could reach $4,500 by the end of the year and potentially exceed $5,000 in a year, depending on fundamental shifts [7] - Another expert sets a gold price target of $5,200 by 2026, contingent on a correction to $3,500-$3,600 [30][34][35] Risks & Catalysts - Near-term risks for gold investors include the potential for price retracement after a significant move [8] - Potential positive catalysts for gold include the Federal Reserve loosening monetary policy and cutting interest rates more aggressively than anticipated [11] - Factors that could weaken the constructive view on gold include the government cutting deficit spending, dropping tariffs, or the Federal Reserve hiking interest rates [17][18] Investment Strategies - Exposure to gold can be gained through physical gold, ETFs, or gold mining stocks [13] - Gold mining stocks have become more attractive as their margins have widened due to the significant gold rally outpacing mining costs [15][16] - One ETF, the GY ETF, buys gold futures and invests the remaining funds in investment-grade corporate bonds to generate a 5% yield [13]

On today’s episode, host @sarahsholder talks to Bloomberg’s @josh_wingrove about the impact Donald Trump’s tariffs have had on Kentucky’s manufacturing – and its iconic bourbon.🎙️Listen now: https://t.co/CDKZEjxWqv https://t.co/J7gBsZPvuw ...

On today’s episode, host @sarahsholder talks to Bloomberg’s @josh_wingrove about the impact Donald Trump’s tariffs have had on Kentucky’s manufacturing – and its iconic bourbon. https://t.co/OZqv6byavm ...

RT Santiment (@santimentfeed)🇺🇸 When Donald Trump suggested renewed friction with China’s President Xi Friday, social media chatter about the topic unsurprisingly spiked across X, Reddit, Telegram, and others. In the chart below:🟦 Social volume of Trump related to Xi, China, tariffs🟥 Social dominance (share of all crypto topics) related to Xi, China, tariffs😱 As the week came to an end, the crowd saw Trump's Truth Social post as a sign of fresh economic tension, sparking a sharp wave of retail selloffs in b ...

🇺🇸 When Donald Trump suggested renewed friction with China’s President Xi Friday, social media chatter about the topic unsurprisingly spiked across X, Reddit, Telegram, and others. In the chart below:🟦 Social volume of Trump related to Xi, China, tariffs🟥 Social dominance (share of all crypto topics) related to Xi, China, tariffs😱 As the week came to an end, the crowd saw Trump's Truth Social post as a sign of fresh economic tension, sparking a sharp wave of retail selloffs in both crypto and stock markets. ...

Economic Outlook - The economy is experiencing a K-shaped recovery, with a booming industrial renaissance contrasted by headwinds facing consumers [2] - Recent China news poses a slight headwind to the consumer outlook due to potential upward pressure on prices [5] - Strong growth is observed in red book same store retail sales, restaurant visits, and hotel demand, suggesting the economy is still performing well [10] - A key question for the Fed is whether the slowdown in the labor market is due to slower supply (less immigration) or lower demand [8][9] Inflation and Monetary Policy - The biggest underappreciated risk is that the fight against inflation is not over [15] - There's a risk that the Fed cutting rates due to slowing immigration could lead to more inflation, especially with tariffs and a weaker dollar [11] - The consensus view is that inflation over the next 12 months will be 3%, significantly higher than the Fed's 2% target [14] - Retailers are discussing the impact of tariffs on their costs and pricing strategies [13] Gold Market - Gold prices are rising due to inflation risks, Chinese household buying, and central banks divesting from US treasuries [18][19] - Chinese households are diversifying into gold due to limited investment options [21] - Central banks are price insensitive buyers of gold due to sanctions [20]

Baker Hughes has taken a more than $100 million hit from tariffs this year, in line with its April forecast as Trump’s trade war began https://t.co/B3IZTSMMTL ...

🇺🇸 US TREASURY SECRETARY BESSENT ON CHINA: "100% tariffs doesn't have to happen." ...

IMF and World Bank delegates convening in Washington this week might want to watch a corporate bankruptcy saga that unfolding globally for signs of Trump tariff damage https://t.co/z8q56qmZvR ...