Markets In Motion: Tariffs, Tech And Treasure

2025-03-10 12:17:00 ET

Summary

• Are these tariffs a short-term pressure tactic or a long-term shift in trade policy? Either way, they are reshaping global supply chains, creating new risks and opportunities for investors.
• The idea of a U.S. gold revaluation is making the rounds, though it’s far from a base case.
• Market risk is elevated, and with rotation underway, this is a time for broad diversification - across asset classes, within asset classes, and with exposure to traditional risk-off assets like Treasuries and gold - not a time for taking outsized risks.

...

Read the full article on Seeking Alpha

For further details see: