This weekend’s Protect Your Portfolio update focuses on the ongoing shift in global economic power from the United States to China, driven by the consequences of the U.S. trade war and geopolitical instability. While U.S. markets experienced an “inside week” of indecision, countries like Brazil, Australia, and Canada are making new international trade deals, and foreign investment is gradually exiting the U.S. in favor of more stable regions.
Stephen highlights the growing investor distrust in U.S. leadership due to political corruption, poor economic management, and loss of global confidence. Gold reached an all-time high and bond markets saw inflows, signaling a risk-off environment. While traders can profit from short-term market moves, long-term investors may find better opportunities outside the U.S. as institutional money slowly reallocates globally.
Stephen Whiteside
Sunday, April 20, 2025
