• February 4, 2025

Markets Eye Short-Term Volatility but Long-Term Bull Case Remains Intact

Overall, the macro & liquidity conditions are still positive for risk assets. While equity market valuations are rich, especially in the US, earnings growth momentum is accelerating, and...

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• February 4, 2025

Gold Holds Strong Even as Markets React to Tariffs Reversal

It seems surreal that Donald Trump has been in office for only two weeks. That’s because the amount of excitement he’s generated so far… is already more than most presidents generate in an en...

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• February 4, 2025

3 Underrated Robotics Stocks Poised for Major Growth

The days of robots being primarily limited to manufacturing applications are long gone—the industry is expanding rapidly and becoming integrated into many different sectors thanks to rapid de...

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• February 4, 2025

Reshoring Riches: Investing in Made in America 2.0

Geopolitical instability and supply chain vulnerabilities are changing the globalized world and its once-reliable efficiency. This has ushered in a new era of "Made in America," where resilie...

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• February 4, 2025

The Energy Report: Holy Guacamole

Fox News reported that President Donald Trump will pause additional tariffs on Canadian imports for 30 days after a call with Prime Minister Justin Trudeau, who made some concessions to tempo...

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• February 4, 2025

AUD/USD and USD/CAD Slide as Trade War 2.0 Begins, More Pain or a Rebound Ahead?

Trade War 2.0 may trigger a stagflation narrative as it involves not only US-China trade but with other major trading partners. Commodities currencies may face further headwi...

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• February 4, 2025

Trump’s Tariff Strategy: Trade War or Trade Deals?

President Trump’s tariffs on Mexico and Canada have been postponed to March 1st after successful negotiations. US-China trade tensions continue to escalate with both countrie...

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• February 4, 2025

US Dollar Recovers as Trump Delays Tariffs on Mexico and Canada but Hits China

Dollar pulls back after Mexico and Canada agreed with Trump. But rebounds after China announced retaliatory tariffs. Aussie and Kiwi are today’s main losers; gold...

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• February 3, 2025

Tariff Turmoil Was a Buying Opportunity for Smart Money

Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a 10% tariff on China. Such was not unexpected, as contained in the Trump tarif...

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• February 3, 2025

Gold Prices Surge to Record Highs as Trade War Uncertainty Looms

The price of gold ( XAU/USD ) increased by 0.45% on Monday, hitting a record high. Investors sought a safe haven amid growing concerns over inflation and economic slowdown, fue...

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