Commodities

U.S. gold futures surged to an all-time high of $3,534 per ounce on Friday after President Donald Trump announced tariffs on imported gold bars, sparking a wave of safe-haven buying and market speculation.

The most actively traded COMEX contract rallied sharply following confirmation from U.S. Customs and Border Protection that one-kilogram and 100-ounce bars would face reciprocal tariffs. The move is unusual in the gold market, which is typically shielded from trade-war measures.

Tariffs Trigger Price Spike and Speculation

The new tariffs make imported gold more expensive, pushing futures prices above spot prices and creating arbitrage opportunities. This has fueled speculative buying and raised concerns over potential short squeezes, particularly as most U.S. gold imports come from Switzerland — a top target of the tariff policy.

“Trump's tariffs on 100-ounce and 1-kilo gold bars could wreak havoc on the COMEX," said gold advocate Peter Schiff. "Prices could soar as shorts rush to cover to avoid paying 39% tariffs."

Impact on Bitcoin and Tokenized Gold

Historically, gold price surges during macro uncertainty have also benefited Bitcoin (BTC), often dubbed “digital gold.” While BTC slipped about 1% in the past 24 hours, tokenized gold products like PAX Gold (PAXG) and Tether Gold (XAUT) saw modest gains.

Analysts note that tariffs on physical gold could strengthen Bitcoin’s appeal, as it remains free from customs duties and is globally transferable without physical delivery risks.

White House Clarification

Later in the day, a White House official told Bloomberg that an executive order would clarify that gold bar imports will be exempt from tariffs, calling earlier reports “misinformation.” This led to a brief pullback in both spot and futures prices.

#GoldPrices #Bitcoin $BTC #SafeHavenAssets #Commodities #CryptoMarket

This week’s movement in the gold market reveals more than a modest 2% decline—it reflects a shifting macroeconomic undercurrent. Beneath the surface of bullion’s pullback lie three converging signals: the Federal Reserve’s continued caution, renewed uncertainty around tariff policy, and a resilient U.S. dollar drawing capital inward. Together, these elements are not just shaping gold’s trajectory—they’re redrawing the contours of where global capital may seek refuge next.
Despite easing PCE inflation, the Fed has signaled it will not be rushed. Markets are still pricing in a possible rate cut by September, but with diminishing conviction. Treasury yields remain elevated, and the dollar holds firm—both traditionally suppressive to gold’s appeal. Add to this a backdrop of unresolved trade tensions, and investors are left navigating a terrain where conventional safe havens offer fewer certainties than usual.
In that vacuum of clarity, crypto steps forward—not with noise, but with quiet gravitational pull.
When gold’s footing becomes less sure, and traditional hedges are clouded by policy drift and yield pressure, the structural case for digital assets begins to stand out. Bitcoin, in particular, presents a unique blend of scarcity, liquidity, and independence from central bank decision-making. It doesn’t just hedge—it positions.
Looking ahead, the coming week could prove pivotal. Non-farm payrolls, further signals from the Fed, and developments on the tariff front all carry the potential to reshape market sentiment. If gold cannot respond decisively to renewed macro pressure, crypto may absorb the resulting momentum.
The story here isn’t gold versus Bitcoin—it’s about where the next wave of conviction capital will flow. And right now, crypto stands not as a contrarian bet, but as an increasingly rational one in a world seeking alternatives with asymmetric upside.
Gold still has gravity. But crypto has trajectory.
#commodities #XAUUSD #SafeHaven

The *Federal Reserve* just made some big adjustments to its *2025 projections* that could change the economic landscape in the coming years. Here's a quick breakdown of what you need to know:

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*🔥 Key Takeaways from the FOMC Meeting 🔥*

📉 *2025 GDP Growth Cut*:
- *New projection*: 1.7% (down from *2.1%* in December).
- This signals a *slower-than-expected recovery*.

📈 *Higher Unemployment*:
- Forecast now *4.4%* (up from *4.3%*).
- The job market might face more challenges than expected.

💰 *Inflation Concerns Grow*:
- *PCE Inflation*: Revised up to *2.7%* (from *2.5%*).
- *Core PCE Inflation*: Jumps to *2.8%* (from *2.5%*).
- This shows inflation pressures are lingering.

❌ *No 2025 Rate Cuts for Most*:
- Four *Fed officials* now expect *NO rate cuts* in 2025, compared to just one in *December*.
- A *more cautious* stance than anticipated.

📊 *Futures Markets*:
- *56 bps of cuts* priced in for *2024*, but no major changes in expectations after this announcement.

🔻 *FOMC Median Projection*:
- Just *50 bps of cuts* in *2025*, bringing rates to *3.9%*.

🏦 *Balance-Sheet Runoff to Slow*:
- The Fed will *ease its QT* (quantitative tightening) pace starting *April 1*.
- This means less pressure on the financial markets.
⚠️ *Uncertainty on Economic Outlook*:
- The Fed is *cautious* about macro risks, increasing *economic uncertainty*.

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*🚀 Market Implications*

🔄 *Stocks & Crypto*:
- Expect *more volatility* as the market adjusts to *reduced rate-cut hopes*. Some assets may react negatively.

💵 *Dollar Strength*:
- With *higher-for-longer rates*, the *USD* could strengthen, putting pressure on global currencies.

🏦 *Bonds*:
- Bond *yields* might stay *elevated* due to slower expected cuts from the Fed.

🛢️ *Commodities*:
- *Gold* and *oil* prices could benefit from *higher inflation* expectations.

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*🤔 Will the Fed’s stance crush rate-cut hopes? Or is the market still too optimistic?*
Drop your thoughts in the comments! 👇 Let’s see how the markets will react in the coming months! 💥

$FORM
$MASK
$JASMY

#Fed #Inflation #UnemploymentRate #crypto #commodities