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Trump 2.0: Mercantile Trade means Weaker USD and Stronger Gold

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Housekeeping: Good Morning. —

“The Gold reset is a process, not an event”

Today

* Discussion: Why The Dollar Must Drop (and Gold must rise) Under Trump 2.0

* Premium: UBS Gold Comment in Full

Discussion:

Why The Dollar Must Drop (and Gold rise) Under Trump 2.0

“Make no mistake, there will be consequences, unintended and not, from rupturing the settled global flow of goods and capital, from which the world has greatly benefited since the 1970s ended. Taking this rupture to heart, and Trump’s likely pressure…

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