Trump's Three Market Shocks: Tariffs, Dollar Weakness, Gold Revaluation Loom

• Crude oil prices remain above $90 despite US President Donald Trump's signal to end the Iran war, indicating market skepticism.
• Three overlooked risks could overwhelm markets: tariff escalation, a coordinated push to weaken the dollar, and revaluation of US gold reserves.
• US Treasury Secretary Scott Bessent announced tariffs will rise to 15% within a week, aiming to fund a $2000-per-beneficiary direct payment program.
• Higher tariffs could cap global growth, weaken the US dollar, and increase US inflation, potentially constraining the Federal Reserve.
• Revaluing US gold reserves (8,133 tonnes, currently valued at $42.2/ounce vs. market $5,000+) could add trillions to government capital but destabilize the monetary system.