DeeR IN TaRiFF HeaDLiGHTS...

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Putting Gold’s Recent Rally (+25 Percent YTD) into Historical Context

45 years later

Gold back at an all-time high in inflation-adjusted terms, 45 years after its 1980 peak, surging 26% in 100 days—a move seen during major crises. With gold crushing bond returns since 2020 & ETF inflows at $100bn, its unique qualities continue to attract buyers despite reaching overbought levels.

How to Believe in Continued European Equity Outperformance

Is this time truly different?

Everyone’s been trained to fade Europe — every breakout gets clubbed, every rally ends in regret. But with European equities now sharply outperforming, believing the rally continues might just be the most contrarian macro call of the year.

Vol’s Down, Nerves Aren’t: A Fragile Healing Begins

Post peak fear

Volatility has cooled from its April highs, but the market’s nerves are still frayed. As the VIX term structure flattens and SPX range compresses, deeper cracks—like MOVE’s stubborn grip and skew distortions—remind us that healing takes time.

Bend the knee for Trump

Near Bear Moment

After a historic rally, markets are daring the bears to "bend the knee" as extreme positioning, sentiment washouts, and record volumes suggest a major bottom may be forming. With tech escaping tariffs and retail reloading, the contrarian case is gaining momentum fast.

Why Trump Tariffs Are Smart

A man for the people

One could argue that these trade policies, which on the surface fly in the face of academic evidence, are politically smart for a number of reasons. Become a Zero Hedge Premium subscriber to read more.

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"If I Want Him Out, He'll Be Out Real Fast!" - Trump Says Powell "Playing Politics" Over Rate-Cuts

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DeeR IN TaRiFF HeaDLiGHTS...

NEVER MISS THE NEWS THAT MATTERS MOST

ZEROHEDGE DIRECTLY TO YOUR INBOX

Trending on ZeroHedge

"If I Want Him Out, He'll Be Out Real Fast!" - Trump Says Powell "Playing Politics" Over Rate-Cuts

Human Trafficking Too? Biden Admin Flagged Deported El Salvadoran As 'Suspect Alien'

Leaked White House Document Reveals Monster Budget Cut Proposal For Federal Health Agencies

Want more of the news you won't get anywhere else?

Sign up now and get a curated daily recap of the most popular and important stories delivered right to your inbox.

Putting Gold’s Recent Rally (+25 Percent YTD) into Historical Context

How to Believe in Continued European Equity Outperformance

Vol’s Down, Nerves Aren’t: A Fragile Healing Begins

Bend the knee for Trump

Why Trump Tariffs Are Smart

Today's Top Stories

"If I Want Him Out, He'll Be Out Real Fast!" - Trump Says Powell "Playing Politics" Over Rate-Cuts

Human Trafficking Too? Biden Admin Flagged Deported El Salvadoran As 'Suspect Alien'

Leaked White House Document Reveals Monster Budget Cut Proposal For Federal Health Agencies

Nvidia CEO Jets To Beijing, Tells Chinese Officials: "We Grew Up In China"

EPA Chief Sounds Alarm On Rogue Climate Group Launching Sulfur Dioxide Balloons To Geo-Engineer Earth

Carroll, Bryant, Dawson: The Ultimate Epstein Deep Dive

"The Nuclear Option": Here's What Will Happen When Trump Orders Delisting Of Chinese Stocks

Ukraine Could Lose Kiev To Russia, Says Former French General

Trump Confronts Economic And Geopolitical Reality

UK Police Being Forced To Undergo Training To Accept Their 'White Privilege'