1. The trade war is back
The Supreme Court, although it has rejected the old tax rate, Trump continues to circumvent the law imposing a global tax from 10% to 15%. With this unexpected blow to global trade, it's hard to know whether the White House chief will stop or continue to raise taxes to gain a negotiating advantage.
2. The Iran hotspot is on the brink of a full-scale war with the US-Israel.
The story becomes thrilling if by the end of this week Iran has not finalized a deal with the U.S. regarding the nuclear agreement, the risk of leading to a Middle Eastern war will be extremely dangerous.
Iran is firmly unwilling to relinquish nuclear technology because they know this is the only ray of hope that grants Iran the right to self-determination.
The U.S. and its ally Israel are resolutely determined to eliminate Iran's nuclear program and minimize uranium enrichment to the lowest possible level because they know that when a reckless person is cornered, there will be no happy ending.
Observations indicate that Western media during this period continuously sensationalize the U.S. military movements in the Middle East, but in military strategy, the noisier it is in the media, the more it is just a psychological ploy.
The lesson from the quagmire in Afghanistan has become an obsession for Americans, so recent operations often occur swiftly with extremely precise deployment.
Trump will prioritize avoiding a quagmire in the Middle East. Currently, it is just psychological tactics to showcase strength and create pressure to force Iran to finalize a deal soon.
3. Tech stocks (including crypto) are in a squeeze, but gold benefits the most.
The negative trend from tariffs and instability in the Middle East, when combined, could create the peak of the crisis.
The growth momentum of tech stocks is continuously shrinking as U.S. economic forecast data is gradually slowing down.
The moment for big money to take profit in gold is near as the day Kevin Warsh sits in the Fed Chairman's seat counts down.
The new Fed Chair = new monetary policy
Investment markets during the transition of the Fed chair often fluctuate highly. You can understand this as a local profit-taking phase, rotating assets and cash to prepare for a new asset cycle of a new phase.