_{FINANCIAL NEWS}

​Trump’s Tariffs Weaken Dollar: Why Global-Facing U.S. Stocks Could Be Your Best Bet

Contrary to expectations, Trump’s tariffs have weakened the U.S. dollar instead of strengthening it. Economic models had predicted dollar appreciation due to pro-growth policies, but the dollar index fell nearly 4% in Q1 2025. Analysts cite trade war uncertainty, reduced confidence in U.S. economic growth, and erratic policy implementation as contributing factors.

This weakening dollar presents an opportunity: investors could benefit by buying U.S. companies with significant international exposure, as foreign earnings become more valuable when converted back to dollars. Société Générale recommends a “peak-dollar” basket of 18 such stocks, including Microsoft, Meta, Alphabet, and Morgan Stanley, which could see a 6–7% earnings boost from further dollar depreciation.

Some experts warn the dollar’s global dominance may erode, though no immediate replacement exists. Meanwhile, gold has rallied as countries diversify reserves away from the dollar. Read More.

_{ECONOMIC NEWS}

Gold’s Next Bull Run: Bank of America Predicts $3,500 as Global Realignment Fuels Demand

Bank of America has raised its long-term gold price target to $3,500/oz, citing structural global shifts that make gold a key asset in a volatile world. The bank's thesis centers on three main drivers:

1. China’s insurance industry is expected to allocate up to 1% of its assets to gold, creating massive new demand.

2. Central banks could triple their gold holdings (from 10% to 30%) to better hedge against geopolitical risk and currency instability.

3. Retail investment, especially through gold ETFs, has rebounded, with potential to drive prices $600–$1,285 higher.

Gold is being re-evaluated not just as an inflation hedge, but as protection in an era of deglobalization, trade wars, and dollar debasement driven by U.S. fiscal instability and Trump-era tariff policies. BofA also rejects proposals like the "Mar-a-Lago Accord" to weaken the dollar, calling them unrealistic.

The report underscores that gold is entering a structural bull market, supported by both institutional shifts and growing distrust in fiat currencies. In this new era, gold isn’t just a hedge—it’s a monetary anchor amid global realignment. Read More.