AI has completely grabbed our attention, having dominated financial news and market analyses for some time already. Ever since OpenAI launched its first version of ChatGPT, the new technology has taken the world by storm, spawning numerous competitors and countless different applications. From chip producers to data centers and the energy sector, all have become core parts of the outlook and the debate over the future and impact of the nascent sector.

For decades Germany has been the emblem of fiscal prudence in Europe, rejecting reckless spending and borrowing to keep its finances in order. It was Germany that preached discipline and austerity at a time when the indebted South put the EU project at risk. Today, the nation is stepping onto an entirely new path sharply contradicting its past record. What this means for taxpayers, savers and the broader Euro area should not be underestimated.

With institutional investors pulling back, political pressure mounting on the Federal Reserve, and alternative assets gaining renewed interest, the cracks in the greenback’s long-held dominance have become impossible to ignore. While it is too early to consider the US Dollar’s fate sealed, its future is indeed very uncertain.

On April 28, the entire Iberian Peninsula experienced the most extensive and severe blackouts in Europe’s living memory. Much of Spain, Portugal and the south of France were plunged into darkness for over ten hours. Thousands of train and metro passengers were left trapped for hours, and millions were left without phone or internet coverage.

Donald Trump’s return to the global political forefront as the 47th US President came after a tumultuous and very eventful campaign and signified a decisive gear shift for American politics. As he made abundantly clear in his inaugural speech and as he demonstrated in the first months of his presidency, he is committed to reversing most of the signature policies of his predecessor. He proved as much by signing dozens of Executive Orders and rescinding 78 of former President Joe Biden’s within hours of the transition. By now, it is clear that the country is set to return to many of its pre-2020 goals and priorities, especially when it comes to immigration, economic and social policies, foreign relations and economic cooperation strategies.

It may have been easy to miss if you were justwatching the daily news, but those that keep their thumb on the pulse of thegold market, surely know of the mass “migration” of physical gold that movedfrom London to New York at the start of the year. The mainstream media blamedit all on the threat of Trump’s tariffs pushing the futures price of goldhigher in New York, but frankly there are more questions here than thissimplistic answer can address. What is clear is that “now” is still the righttime to buy gold.