Trade war chaos and gold

Doesn’t it feel like we’re now at war? Not the kind with boots on the ground, at least, not yet, but a financial war. And if you’ve been following me for a while, you’ll know this is something I’ve been highlighting for what feels like forever. 

I’m not Mystic Meg, but I do know how to spot a pattern before it becomes a headline.

Let’s call it what it is: a full-blown global trade war

And don’t just take my word for it, headlines this week from Reuters, Bloomberg, and the Financial Times are all shouting the same thing:“US-China Tariff Escalation Begins”

“EU Warns of Economic Fallout as Trade Barriers Rise”

“Global Supply Chains Face New Disruptions Amid Trade Tensions”

“Stocks slump again after China fires back in trade war with tariffs on US goods”

Trump’s Trade War Looks Brutal for Finance, TooThis isn’t a drill; it’s happening, and it’s heating up quicker than the kettle.

Last week, global markets lost over $6.4 trillion in value in just two days. 

The S&P 500 dropped $5 trillion

Marking one of the worst crashes since the pandemic. What sparked this? Trade war chaos. 

On April 2nd, Trump announced sweeping tariffs: 10% on nearly all imports and 34% on Chinese goods. By April 4th, China retaliated with its own 34% tariff on all U.S. imports. The result? 

Panic, uncertainty, and sell-offs.This isn’t just tit-for-tat politics. It’s an assault on investor confidence. 

Big names like Apple and Nike saw their shares tumble. Even sectors considered ‘safe, ’ like healthcare and consumer staples, were hit. 

And JP Morgan, worth over $400 billion, raised its global recession odds to over 60%.Could you let that sink in? The big boys, who call the shots, are now screaming recession. 

It becomes worrying when the dreaded word, recession, starts getting thrown around. 

That’s when you know it is accurate and getting real.

Talking of returns… Ask yourself: If an ISA gave you 15% in four months, would you hesitate? Probably not. Well, Gold did that in 2025… since January. 

So, why are we still questioning it? Every single factor that’s ever pushed gold to all-time highs? It’s all happening right now, simultaneously.

On top of this, we now have the threat of war with Iran. Just this Sunday (14th April), Iran publicly warned Iraq, Bahrain, Kuwait, the UAE, Qatar, and Turkey that if the Americans launch attacks from bases in their territories, Iran’s counterstrike would be “grave.” 

Whatever your opinion, it’s clear that this is escalating fast

Many believe Trump doesn’t just want a war with Iran; he needs it. 

Some say it’s to appease those pulling the strings. Others say it distracts from a collapsing debt bubble, a looming financial reset, or what some call “The Great Taking.” Either way, the result is the same: financial chaos. 

Again, if you work with me already, you know I have been calling this for years.And those who don’t own any Gold or silver might be in for a real shock (potentially).

What’s happening now isn’t just another crash

This is something more significant, a capital rotation event. Hold on, what is a capital rotation event? It’s when big investors move their money from one type of asset to another.

Why? Because they’re losing confidence in what they were holding before.Right now, money is starting to flow from things like stocks, tech, and cash into safer, more reliable assets like gold.

I love simplicity, so here goes, hopefully something we can all relate to. It’s like when people start packing up and leaving a party/bar/pub because they’ve realised the music’s bad and the drinks have run out. 

They head to the next place where the lights and drinks are still flowing.

Right now, that place is gold

The belief in fiat currency is eroding- yes, even the digital versions of it- and gold is stepping back in as the safe store of value for this generation.

The numbers don’t lie: Gold is up over 15% since JanuaryGBP Gold is up even moreIn British Pounds (GBP), Gold has risen approximately 35.94% over the past year.Central banks are hoarding it—over 1,000 tonnes bought just last year.

Meanwhile, you’re being offered less than 5% a year in a fixed-term savings account… if you’re lucky.I’m not here to scare you. 

I’m 29 years old, a proud partner and father, and I’m doing this for the same reason you’re reading this: to protect the people I don’t have to be an expert. 

You need to connect the, Iran, China, the dollar, inflation, the stock market, Fort Knox, trade wars, digital currencies, all at once.That’s not a coincidence. 

That’s a message, Gold has already responded.

Have you?

Drop me a line: kane@solomon-global.com please reference Gold and Silver UK. 

This article, ” In the Know with Kane,” is for informational purposes only and does not constitute financial advice. Investing in precious metals involves risks, and past performance does not guarantee future results.

Kane is a guest blogger for Gold and Silver UK.