Let’s TALK the US Dollar ... (and GOLD)

The US dollar has taken a sharp turn, falling approximately 6% against international currencies since former President Trump’s so-called “liberation day.” While this may offer advantages for US exports, the broader implications are raising concern across global markets. With gold soaring and questions swirling around America's economic strategy, investors and policymakers alike are bracing for volatility.

The dollar's decline, paired with soaring gold and rising Treasury prices, paints a picture of growing unease in the global economy. Whether the current trajectory signals a calculated economic reset or an unintended slide toward recession, one thing is clear: de-dollarization and asset reallocation are well underway. In this climate, staying informed and agile is key.