Trump’s Tariffs – US Economic Suicide – and the Gold Standard

On November 30, 2024, US President-elect Donald Trump threatened the BRICS nations – Brazil, Russia, India, China, South Africa, Iran, Ethiopia, Egypt and the United Arab Emirates, as well as other states in the process of joining – with 100% tariffs on their exports to the US if they dare to attempt to replace the …

What will investors punish after the failure of the FED?

A paradoxical phenomenon occurred in the course of US interest rate cuts: Instead of falling, they moved higher in the medium term. The Federal Reserve cut its key interest rate by half a percentage point in September, raising expectations that other interest rates will soon begin to cut as well. By contrast, two-year and 10-year …

The Global Debt Crisis is just around the corner

The bond market and dollar index have begun to sensitize to the potential implications of another Trump victory. The ten-year yield has increased by 55 bp. after the Federal Reserve cut interest rates in mid-September. Americans who have been waiting for rate cuts are once again battling with their mortgage rates starting with the digit …

The “Talented” Persistent Inflation that won’t go away

Inflation in the US fell to 2.4% against forecasts for a slowdown to 2.3%. On the other hand, “core” inflation recovered to 3.3%, against forecasts that it would remain unchanged. At the core, services inflation rebounded from 4.3% to 4.4% and accelerated strongly from 0.1% to 0.6% month-on-month (this is the part of the core …

The price of Gold outperformed stocks in annual return (+27.1%)

Spot gold prices closed Friday 9/20 at a new record high of $2,622 an ounce in New York, extending annual gains for the precious metal to 27.1%. It beat the weak performance of the US S&P 500 index, including dividend reinvestment. Gold is on track for its best performance since 2010, even outpacing 2020’s 25.1% …

Should Trump restore the Gold standard, and if so, how will he go about it?

During his presidential campaign, former President Donald Trump referred extensively to the issue of the inflationary vortex in which the US economy has been involved. In addition, he highlighted the importance of maintaining the dollar as the world’s main reserve currency by pointing to the possibility of the US imposing countermeasures on countries that abandon …

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