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26 February 2026
The global economy and corporates have more than weathered Trump’s tariff war. Strengthening profitability and rising investment spending point to a rebound in economic activity. It is risk-on. The worst of the geopolitical turbulence will be behind us by 1Q26, as Trump shifts his focus to delivering the domestic MAGA agenda — implying softer gold prices. The correction in the US AI stock complex presents an opportunity to accumulate exposure to the long technological wave.
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