When gold runs out

At the current rate of production, known gold reserves will be exhausted in roughly twenty years. Finding new sources will only become more expensive, but in the meantime, mining company stocks are performing exceptionally well. The gold miners index on Wall Street gained more than 40 percent over the past twelve months.

Investors await ‘Liberation Day’: Selling US stocks now is ‘unwise’

US equities have calmed after a turbulent start to the year, but the mood is far from euphoric. With President Trump’s so-called “Liberation Day” tariffs set to be announced on Sunday, it remains uncertain whether the recent gains mark the beginning of a recovery or simply a pause before the next downturn.

El-Erian: ‘Yields won’t drop further without a recession’

The probability of a U.S. recession is rising, but it is not yet the base case for markets, former Pimco chief executive Mohamed El-Erian told Investment Officer. While the economy is slowing, it has not yet reached “stall speed,” and unless a full-blown downturn materializes, bond yields are unlikely to fall significantly.