ASX today – Australian shares are now heading for another advance at open, extending the Week 5 rally that started yesterday. The mid-week excitement is mainly thanks to the S&P 500 resetting records on Wall Street, though higher hopes for our next inflation data (coming today) has bouyed things, too.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.Today’s print has been called “make or break” by some ana ...

Market Performance - Gold and silver were among the best-performing investments in 2025, with gold increasing by 73% and silver by 194% since the beginning of the year [5][10] - Retail investors poured a net average of $15 million into gold and $7 million into silver investments daily throughout the year [5] Investor Sentiment - Many investors expressed concerns about volatility in US markets, leading to increased interest in precious metals as a hedge against inflation and economic uncertainty [2][10] - The "Sell America" narrative contributed to a fear of missing out (FOMO) among investors, driving them towards gold and silver [15][16] Online Activity - Gold and silver saw significant online discussions, with the SPDR Gold Shares ETF being the third most talked-about investment on r/WallStreetBets [6] Retail Demand - Bullion Exchanges reported a doubling of clientele in 2025, with many first-time buyers lining up to purchase metals [11] - The CEO of Bullion Exchanges noted that the firm could have seen a 200% growth if not for limited capacity and metal shortages [12] Market Dynamics - The rally in gold and silver prices was influenced by both traditional investors and newer entrants driven by FOMO [15][16] - Concerns about a potential market correction are present, with estimates suggesting gold could drop by 9% and silver by 31% if the hype subsides [17]

One of the biggest public investors in the world has trimmed its exposure to U.S. assets in yet another indication that the "sell America†trade is taking root in global capital markets. In this article NVDA MP 5401 President Donald Trump, shown following his speech at the World Economic Forum in Davos, Switzerland, on Wednesday. (Fabrice Coffrini / AFP / Getty Images) ...

Core Viewpoint - The article discusses the implications of recent U.S. actions and rhetoric under President Trump, particularly regarding Europe, and emphasizes the need for Europe to strengthen its financial independence and investment at home in response to U.S. pressures [1][2][9]. Economic Context - Europe is urged to invest more of its vast savings domestically, as reliance on the U.S. economy and its capital markets poses risks, especially given the current political climate [2][11]. - The U.S. is identified as the world's largest debtor nation, relying on foreign capital, including significant European investments, to fund its deficits [6][9]. Investment Strategies - Joint borrowing within the eurozone is proposed as a means to create a safe asset that could rival U.S. Treasuries, thereby enhancing Europe's financial strength [5][12]. - The article highlights the need for Europe to better integrate its capital markets and develop a larger pool of safe assets to compete with U.S. financial instruments [12][15]. Market Reactions - The article notes that Trump's tariff threats led to market volatility, but his quick reversal indicates a vulnerability in U.S. policy and a potential leverage point for Europe [7][8]. - European investors have historically benefited from capital exports to the U.S., but the current political climate may necessitate a reevaluation of this strategy [10][15]. Future Outlook - The article suggests that ongoing tensions and unpredictability in U.S. policies could drive European investors to diversify away from U.S. assets, although this process may take time [11][15]. - The need for Europe to bolster its military and infrastructure spending is highlighted as a way to increase the supply of European bonds, which could help stem capital outflows [12][15].

Key Points Buying international stocks can help American investors earn higher returns if the U.S. dollar declines. The Vanguard Total International Stock ETF offers exposure to thousands of stocks around the world. 10 stocks we like better than Vanguard Total International Stock ETF › America's money is getting weaker -- and not just because of inflation. During the past year, the U.S. dollar lost 11% of its value against the euro and 9% of its value against the British pound. Part of the explanat ...

Neils ChristensenNeils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada. He has worked exclusively within the financial sector since 2007, when he started with the Canadian Economic Press. Neils can be contacted at: 1 866 925 4826 ext. 1526 nchristensen at kitco.com @Neils_cShareDisclaimer: The views expressed ...

US stocks rebounded on Wednesday after President Donald Trump told the World Economic Forum that he would not use military force to acquire Greenland. The speech eased a major geopolitical concern that had rattled global markets and triggered a sharp "sell America†trade a day earlier. The Dow Jones Industrial Average rose 141 points, or 0.3%. "We never asked for anything, and we never got anything. We probably won't get anything unless I decide to use excessive strength and force, where we would be, frankly ...

Core Viewpoint - Stocks have erased all their gains for the year due to a significant increase in bond yields [1] Group 1 - The spike in bond yields has led to a negative impact on stock performance, resulting in a complete loss of annual gains [1]

Key Takeaways The major stock indexes were down across the board as investors fled risk assets. The Dow Jones Industrial Average, S&P 500 and Nasdaq Composite were each down 1% or more around midday Monday. Of the S&P 500's 11 sectors, only one—energy—was trading in the green. The Treasury and currency markets were showing signs Trump's latest threats have revived the "Sell America†trade that tanked the U.S. dollar and Treasurys last year. The yield on the 10-year Treasury, which influences interest rates o ...

A 'Sell America' theme is emerging as the Greenland dispute escalates, with Treasuries and the dollar losing favor and the Nasdaq approaching a year-to-date loss.The Dow was down about 900 points or 1.8%, while the S&P 500 was down 2%. The tech-heavy Nasdaq, down 2.3%, is now trading at 22,981, putting it on track to be negative for the year.President Trump has threatened to impose tariffs on goods from European allies, which presumably come on top of existing tariffs that are being reviewed by the Supreme ...