Housing & mortgages

FOMC Week: Rising Rate-Hike Odds on Iran Crisis Drive Yields Higher

Treasury yields are nearing levels not seen since February as oil prices surge amid an escalating Iran crisis. The bond market now sees a higher probability that the Federal Reserve will raise interest rates, putting pressure on equities and rate-sensitive assets.

Action bullets: - Monitor TLT (long-term Treasuries) as yields rise; consider reducing bond duration exposure. - Financials ETF XLF may benefit from a potential rate hike; watch for sector rotation. - Growth tech via QQQ faces headwinds from higher discount rates; risk of further multiple compression. - REITs (VNQ) and utilities (XLU) are vulnerable to rising yields; avoid or hedge if rate-hike odds stay elevated. - Use SPY as a broad market gauge; rate-hike repricing could cause short-term volatility.

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John Paulson Predicts Long-Term Gold Bull Market Driven by Central Bank and Private Demand

Hedge fund manager John Paulson stated that the gold market is in the early stages of a prolonged bull run. He pointed to sustained demand from central banks adding to reserves and growing interest from private investors as key drivers.

• Consider increasing your allocation to physical gold or gold ETFs as a hedge against inflation and currency risk. • Watch for central bank gold purchasing data from major economies like China, India, and Russia—continued buying signals further upside. • For business owners, gold-backed investments or even holding physical bullion can serve as a cash reserve alternative during economic uncertainty. • Gold mining stocks may benefit from rising prices, but be aware of operational risks; focus on low-cost producers with strong balance sheets. • If you are a side hustler or small investor, dollar-cost averaging into gold positions can help smooth out price volatility over time.