The Latest Breaking News from Robin Brooks

Gold and silver miners are taking a breather after an explosive 2025 rally, and the sharp pullback has retail traders and institutional investors alike wondering whether this is just a healthy correction — or the end of the road.

After a dazzling rally that pushed gold prices to a record $4,378 per ounce earlier this month, the yellow metal has dipped back to $4,100—to some, a warning sign, but to others, a setup for what could be the next leg in a powerful, fundamentally driven uptrend.

Despite a prevailing “Dollar negative” sentiment among market analysts, the U.S. Dollar Index has remained remarkably stable for the past five months, leading one prominent expert to declare, “the Dollar fall is over.” This assertion challenges the consensus view, which often overlooks periods of consolidation in favor of narrative-driven predictions.

“Trump can squeeze the Russians; he seems to forget that the United States holds the cards, not Moscow.”

“We doubt that U.S. tariffs will significantly affect inflation in the rest of the world, but if anything, the effect could be mildly disinflationary.”

As the United States ramps up tariffs on major trading partners globally, President Donald Trump is also disrupting strategies that could be used -- by Chinese companies or others -- to circumvent them.

"The hurdle for the US to experience genuine capital flight is high and certainly wasn’t breached in April."

As President Donald Trump ramps up tariff threats on US trading partners, his administration is taking aim at a tactic said to be used by Chinese companies to dodge the levies by moving goods through third countries.

History shows that higher tariffs have been painful for the stock markets to digest, but President-elect Donald Trump's stand on increasing the tariffs seems undeterred, while some analysts call it a negotiating tool, others think that combining it with tax cuts could be good for the economy.