Core Insights - Rising global trade tensions and increasing fiscal debt are driving investors towards safe-haven assets, particularly gold, leading to upgraded price forecasts by analysts [1][4] Gold Price Forecasts - The median forecast for gold in 2025 has increased to $3,220 per troy ounce from $3,065, while the 2026 projection has risen to $3,400 from $3,000 [2] - Spot gold has gained 27% year to date, reaching a record $3,500 per ounce in April amid escalating U.S.-China trade tensions [2] Demand Drivers - Investor demand for gold is fueled by uncertainty over trade deadlines and growing fiscal fears, exacerbated by the passage of Trump's "One Big Beautiful Bill," which is expected to add $3.3 trillion to the national debt [4] - Central bank buying is a significant factor in gold's strength, with China increasing its gold reserves for eight consecutive months and nearly 40% of central banks acquiring gold due to geopolitical risks [6] Market Dynamics - Despite gold's recent gains, it remains below its April highs, with analysts noting a short-term market consolidation and a lack of immediate catalysts for a rally [5] Investment Opportunities - Investors can consider gold ETFs such as SPDR Gold Trust (GLD), iShares Gold Trust (IAU), and mining ETFs like VanEck Gold Miners ETF (GDX) as attractive entry points [7]

And so that trade agreement reached between the US and the European Union stays off a potential trade war between the two allies, at least for now. The deal sets a 15% tariff on most European goods, including cars. The EU has also agreed to purchase $750 billion worth of American energy and invests $600 billion, into the United States.Now, some products will not be subject to tariffs, including aircrafts and their components. certain chemicals and some pharmaceuticals. President Trump says the 50% tariff on ...

Keep it simple and play the long game. Experts share strategies on where to invest in India as Trump tariffs rewrite the global trade rulebook https://t.co/f9KUwrOzl5 ...

The IMF has warned that the UK must overcome “significant challenges” to its growth and investment agenda in the face of rising global trade tensions and fiscal constraints https://t.co/7InXj3wVO1 ...

Packaging Corporation of America (PKG) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Company ParticipantsMark Kowlzan - Chairman, CEO & DirectorThomas Hassfurther - PresidentKent Pflederer - EVP & CFOGeorge Staphos - Managing DirectorMichael Roxland - MD - Equity ResearchAnojja Shah - Director - Equity ResearchPhilip Ng - Managing DirectorCharlie Muir-Sands - Head of Paper & Packaging - Equity ResearchConference Call ParticipantsGabe Hajde - Research AnalystMark Weintraub - Senior Analyst & Head - Busines ...

President Trump’s push to introduce a new standard for global trade is coming into sharper focus as U.S. and EU officials converge on a possible 15% tariff deal https://t.co/FTkfhPTlT4 ...

Mattel (MAT) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Company ParticipantsJenn Kettnich - VP & Head of IRYnon Kreiz - Chairman, CEO & DirectorPaul Ruh - CFOKylie Cohu - Consumer Equity ResearchStephen Laszczyk - Vice PresidentArpine Kocharian - Managing DirectorAlexander Perry - Director - Equity ResearchConference Call ParticipantsEric Handler - MD & Senior Research AnalystMegan Clapp - Equity Research AnalystChristopher Horvers - Senior AnalystJames Hardiman - Director - Leisure and Travel AnalystO ...

Core Viewpoint - Tesla's energy storage business is facing significant challenges due to geopolitical tensions and potential tariff impacts, which may affect growth expectations and margins [1][2][4]. Group 1: Growth Expectations - Tesla's energy storage business experienced a remarkable growth of 113% year-over-year in 2024, driven by high demand for Megapack and Powerwall units [3]. - For 2025, Tesla had initially guided for "at least 50%" growth, but analysts now expect this guidance to be revised downward due to changing global trade policies [2][3]. Group 2: Impact of Tariffs - The potential reintroduction of Trump-era tariffs or stricter reciprocal measures could increase costs for key battery components and deployment infrastructure, negatively impacting margins and slowing deployment despite high demand [4]. - Analysts suggest that the energy storage segment may be more adversely affected by these tariff tensions compared to the electric vehicle (EV) business [2][4]. Group 3: Broader Business Context - Tesla is also expected to provide updates on its robotaxi rollout in Austin, which is part of its broader strategy in autonomous mobility, but this may not alleviate investor concerns regarding energy margins [5]. - The overall sentiment indicates that Tesla's previously viewed growth engine in energy storage is now facing external shocks that could hinder its performance [5].

European leaders visit their Japanese and Chinese counterparts this week, and the expected outcomes reflect forces ranging from war to tariffs that are redrawing global trade relationships https://t.co/pRuZMawqA1 ...

Policy uncertainty and geopolitical events led to market volatility and even a "bear market scare" in Q2, but by the end of the quarter, stocks were back to all-time highs. On this episode of Market Sense, our Fidelity thought leaders give us their perspective on what took place last quarter, and they discuss the potential risks and opportunities for the next quarter. Topics covered: • Q2 Recap • Q3 Market Outlook • Stocks & Bonds • Taxes & tariffs • Interest Rates • Risks & Opportunities 00:00: Market Sens ...