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Roundup 4/24/25: The Ultimate Risk-Off Asset

Roundup 4/24/25: The Ultimate Risk-Off Asset

The Ultimate Risk-Off Asset Since the April 2nd tariff shock kicked off a rolling trade war, asset correlations have been rewired. Long-dated government debt and global equities have lurched lower, while gold and bitcoin have surged higher.

Brian Cubellis

Brian Cubellis

Apr 24, 2025

4/10/25 Roundup: Tariffs, Treasuries, & the New Monetary Order

4/10/25 Roundup: Tariffs, Treasuries, & the New Monetary Order

Tariffs, Treasuries, & the New Monetary Order We’re wrapping up a week of breathtaking volatility. The White House launched an aggressive tariff push on April 2nd, spurring a steep slide in equities and triggering bond yield spikes over the following three market sessions. A rumored tariff pause on Tuesday the 8th initially sparked a market rally, only to reverse dramatically when the tweet was debunked.

Brian Cubellis

Brian Cubellis

Apr 10, 2025