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Conflicting inflation signals and a shifting Fed narrative are reshaping rate expectations. Meanwhile, Trump’s tariff playbook is fueling volatility, but also reviving demand for real assets like gold and Bitcoin.
Uncertainty persists, but clarity rewards the prepared.
2025 continues to reshape the inves-tment landscape, with real assets taking the lead. Rate cuts, expanding global liquidity, and shifting geo-political dynamics are driving renewed momentum in gold and commodity-linked equities.
While volatility persists, fundamen-tals remain intact.
2025 brings a more complex investment landscape, requiring flexibility and adaptation. The new U.S. administration, risks in market-cap-weighted indices, and evolving macro conditions demand a dynamic approach.
Volatility remains key, but at Haute Capital, reactivity is our strength.
