Market Outlook - The CPI report is considered a binary event, with risks skewed to the upside for the equity market, especially with upcoming hyperscaler earnings, Fed meeting, and US-China meeting [2][3] - Unless CPI comes in really hot, investors might want to position more bullishly into those events next week [3] Gold as a Hedge - After the selloff, gold is considered a great entry point, driven by fiat currency devaluation [4] - The industry uses a measure of M2 money supply divided by the gold price to gauge the currency cycle [5] - The industry identifies a currency devaluation cycle that started in 2022, coinciding with the Russia-Ukraine conflict and the hiking cycle [6] - Regression analysis identifies budget balance, fiscal deficits, debt to GDP, and inflation as drivers of the currency cycle, all expected to remain negative [7] - Historically, the S&P 500 underperforms gold during devaluation, making gold a good hedge against S&P 500 and devaluation [8]

Will Trump's tariffs push inflation up or down in the UK? The Bank of England still isn't sure. Get the Readout with @hariboconomics https://t.co/0uKdUH42RN ...

Bank of England rate-setter Swati Dhingra said that US tariffs will drive growth and inflation lower as supply chains become less diverse https://t.co/Vq9p8BWfeI ...

Newly appointed Japanese Prime Minister Sanae Takaichi starts her term with high approval ratings, in a show of optimism that she could deliver on her pledges that include countering inflation and strengthening the economy https://t.co/Ck2JoFeO9G ...

Traders increased their bets on Bank of England interest-rate cuts after UK inflation unexpectedly held steady last month https://t.co/wh8DEAryQH ...

Japanese Prime Minister Sanae Takaichi has ordered a fresh package of economic measures aimed at easing the burden of inflation on households and companies. https://t.co/qQg3FVCNza ...

RT Efrat Fenigson (@efenigson)We think we live in peace — but only because we’ve accepted captivity. @knutsvanholm calls it a global Stockholm syndrome: obedience traded for comfort. Our “peace” exists as long as we pay tribute through taxes and inflation. That isn’t freedom. It’s managed submission. How much freedom would you still have if you stopped paying for it? ...

Market Trends & Performance - Gold price surged past $4,200 per ounce, a new all-time high, with a 60% year-to-date gain [1] - Bitcoin reached approximately $126,000 before a pullback, building on earlier peaks above $100,000 in 2025 [1] - Bitcoin and gold correlations are now at 0.85%, nearing historical peak [2] Macroeconomic Factors - Investor response to macroeconomic headwinds is driving simultaneous rallies in gold and Bitcoin [2] - Concerns include fiat displacement, inflation, geopolitical and policy uncertainty, and institutional capital rotation [2] - Central banks are hoarding physical gold as insurance against US dollar dominance and sanctions [3] Investment Strategy & Outlook - Gold's outperformance has overweighted portfolios, analysts expect flows to rotate into Bitcoin for its higher beta [4] - Gold's strength indicates a hard asset awakening [4] - Bitcoin is maturing from a speculative vehicle to a legitimate store of value [4]

Stock futures are pointing higher as investors prepare for a busy week of corporate earnings reports and a key inflation report. Here's what you need to know today. https://t.co/u5KeVUJlW7 ...

“I’m not getting nervous when inflation deviates by 10, 20, 30 basis points from the target,” the Belgian central-bank chief said in an interview in Washington. https://t.co/8pv0erVpLK ...