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After Liberation Day: gold, rates and currency shifts
The OMFIF Podcast
27 minutes 52 seconds
5 months ago
After Liberation Day: gold, rates and currency shifts
Max Castelli, head of strategy for sovereign institutions at UBS Asset Management, joins Yara Aziz, economist at OMFIF, to unpack the global reserve response after 2 April – a date proclaimed by President Donald Trump as Liberation Day. They dive into US policy shifts, the dollar’s evolving role, rising demand for gold and whether Europe is finally ready to take the lead.
