
If March was wild, April 2025 flipped the script entirely. Markets cracked, empires trembled, and the future came crashing into the present.
Trump vs. Powell Goes Nuclear
In an unprecedented move, President Trump formally requested the dismissal of Fed Chair Jerome Powell – sending the dollar into a nosedive and triggering the worst one-day drop on the Nasdaq since 2022.
Wall Street is calling it: the end of Fed independence? Global investors aren’t waiting to find out.
Gold Hits $3,700 – and Keeps Climbing
Amid the chaos, gold soared past $3,700/oz as central banks hoarded bullion like never before. China and India led record physical demand, while ETFs saw $21B in inflows – the highest since COVID.
Gold bugs whisper: $4,000 is next.
US Exceptionalism Cracks
Jefferies, Citi, and BlackRock downgraded US equities – citing tariff wars, political instability, and a Fed under fire. Hedge funds are rebalancing out of the dollar and into Asia and Europe.
EV Chaos: Tesla Recovers, BYD Surges, Legacy Auto Crashes
Trump’s 25% auto tariffs hit full force. Ford and VW shares tanked. Tesla rebounded as a “made-in-America” darling – but BYD shocked markets by announcing a Texas factory in defiance of tariffs.
NVIDIA Meltdown Sends AI Stocks into Freefall
After fresh export bans to China, NVIDIA slashed guidance – losing $150B in market cap in two days. AI darlings followed suit. Was the AI bubble inflated? Or is this just a violent cooldown?
Oil Rockets to $112 as Middle East Tensions Flare
A drone strike on critical Saudi infrastructure sent Brent crude soaring past $112. Inflation fears returned with vengeance – and central banks may be forced back into action.
Space Treaties? UN Holds Emergency Session on Satellite Overload
After two near-collisions between rival constellations, the UN launched emergency talks on “orbital traffic control.” Musk, Bezos, and China are all in the hot seat.