Markets Today: Trump Tariff 15% Shock | Gold Breaks $5,000 | Hormuz Tail Risk скачать в хорошем качестве

Markets Today: Trump Tariff 15% Shock | Gold Breaks $5,000 | Hormuz Tail Risk

Markets Today: Trump escalates the Section 122 universal tariff to 15% after the court invalidation of IEEPA tariffs, injecting fresh policy volatility and a new 150-day “cliff” risk into global trade and markets. Safe-haven demand responds as gold breaks above $5,000 for the first time, with strong central bank buying and renewed institutional allocation as investors price higher uncertainty around US policy stability and longer-run fiscal/monetization risks. In energy, Iran’s nuclear deadline and renewed Hormuz disruption risk lift the oil tail-risk premium, keeping inflation sensitivity elevated across rates, FX, and equity risk assets. In this Daily Market Briefing, we cover today’s top 3 market stories and the key transmission mechanisms moving price action across FX, rates, equities, and commodities. 📰 Today’s Top 3 Stories 1) Tariffs 15% shock - global trade repricing, risk sentiment and USD/curve implications 2) Gold breaks $5,000 - safe-haven flows, real rates, reserve diversification 3) Hormuz tail risk - oil risk premium, inflation feedback into central banks 🔖 Chapters 00:00 Today’s key headlines 00:39 A short introduction 00:49 Disclaimer 01:04 Trump tariff escalation to 15% (policy volatility, market spillovers) 03:45 Gold above $5,000 (safe havens, flows, real rates) 06:20 Iran deadline + Hormuz risk (oil tail risk, inflation sensitivity) 08:55 Global Market Snapshot 09:38 Forward Calendar ⚠️ Disclaimer: Educational content only. This is not financial advice. #Markets #Tariffs #Gold #Oil #Geopolitics