The Latest Breaking News from Robin Brooks

So far this year, silver has spiked 169%, platinum has shot up 172%, and palladium has soared 124%.

Gold and silver miners are taking a breather after an explosive 2025 rally, and the sharp pullback has retail traders and institutional investors alike wondering whether this is just a healthy correction — or the end of the road.

"The fact that the 30-year Treasury yield didn’t fall immediately is weird and worrying. It took very weak payrolls to finally do that."

Despite a prevailing “Dollar negative” sentiment among market analysts, the U.S. Dollar Index has remained remarkably stable for the past five months, leading one prominent expert to declare, “the Dollar fall is over.” This assertion challenges the consensus view, which often overlooks periods of consolidation in favor of narrative-driven predictions.

“Trump can squeeze the Russians; he seems to forget that the United States holds the cards, not Moscow.”

“We doubt that U.S. tariffs will significantly affect inflation in the rest of the world, but if anything, the effect could be mildly disinflationary.”

As the United States ramps up tariffs on major trading partners globally, President Donald Trump is also disrupting strategies that could be used -- by Chinese companies or others -- to circumvent them.

"The hurdle for the US to experience genuine capital flight is high and certainly wasn’t breached in April."

As President Donald Trump ramps up tariff threats on US trading partners, his administration is taking aim at a tactic said to be used by Chinese companies to dodge the levies by moving goods through third countries.