The fallout from Donald Trump’s tariff war spread across global markets on Thursday, knocking down stocks and sparking a flight to fixed-income havens. US equities and the dollar saw some of the worst selling on speculation the president’s trade offensive will cripple the American economy. In today’s special episode, Christian Gattiker, Head of Research, shares his insights on the latest developments and how investors should navigate this uncertain environment. And Tim Gagie, Head of FX & PM Solutions in Geneva, talks about why he sees more room for US dollar weakness and why he thinks gold will continue to perform well.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Jan Bopp (Investment Writing)

06:10 Reaction to Trump tariff announcements: Christian Gattiker (Head of Research)

11:10 FX and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

15:55 Closing remarks by Helen Freer (Investment Writing)

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