Campbell R. Harvey says escalating uncertainty from trade wars and accelerating de-dollarisation is boosting global demand for gold, despite its limited supply. He points to how gold has become more “financialised” through ETFs, amplifying market moves. Short-term swings can be sharp, but he frames gold as a long-term store of value and a hedge that may help protect portfolios during stock-market stress.
After tariffs fail to cool tensions, the US is accusing China of stealing AI intellectual property, pushing rivalry into a more dangerous tech and security arena. Analysts warn the dispute could hit chip sales and widen competition for control of AI capabilities. China is narrowing performance gaps, while the US faces the challenge of aligning private innovation with national security.
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