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We understand navigating the world of finance can be complex. Our goal is to provide valuable insights and to help you stay informed on the financial matters that mean most to you.

Counterpoint 2025 mid-year outlook: Emerging trends

We’re buying gold as we think the US dollar is likely to weaken further. We’re funding this purchase by selling some European government bonds. Valuations for southern European sovereign bonds are expensive, and the increase in bond issuance to finance the fiscal plans of Germany and France is a risk.

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