Change in sentiment on the oil market likely to be short-lived
Since 2000 Gold shines a lot more than the S&P 500
Escalating government debt drives 30-year yields ever higher
Energy costs in Euro fall with US dollar and oil and gas prices
End of US exceptionalism? Flight from the dollar and Treasuries
Trumps customs policy leads to distortions on the stock markets
Global uncertainty prompts investors to shift towards gold
Expectation of positive rebalancing effects for US equities by end-March
Negative economic surprises, Trump and DOGE cause US rates to fall
So far, little volatility despite high economic policy uncertainty in the US
