U.S. stocks rebounded strongly on Friday, shaking off the gloom from earlier in the week. The driving force behind this is quite clear – the escalating global geopolitical tensions and trade frictions have directly rewritten the logic of asset allocation.
The numbers from the past 12 months speak volumes. The dollar has depreciated by 9%, while gold has had its best year since 1979, with an astonishing increase. In contrast, European defense industry stocks have skyrocketed by 65% due to rising concerns. However, not all commodities have fared so well—oil prices have fallen to near a 10-year l
View OriginalThe numbers from the past 12 months speak volumes. The dollar has depreciated by 9%, while gold has had its best year since 1979, with an astonishing increase. In contrast, European defense industry stocks have skyrocketed by 65% due to rising concerns. However, not all commodities have fared so well—oil prices have fallen to near a 10-year l




















