PANews reported on February 11 that according to market expert Ed Yardeni's analysis, many central banks continue to increase their gold holdings to circumvent US sanctions, and it is expected that the gold price may exceed US$4,000 in 2026. Since the United States froze Russia's international reserves in 2022, central banks around the world have stepped up their gold purchases.

Trump's Tariff 2.0 plan was announced on February 7, which proposed to impose retaliatory tariffs on multiple countries, causing market volatility. U.S. Treasury yields rose and inflation expectations rose to 4.3%, reducing the possibility of the Federal Reserve cutting interest rates in the short term.

Despite the impact of the DeepSeek AI incident and tariff policies, major US stock indexes still rose. Amazon, Microsoft, and Alphabet all announced record AI investments, which is expected to boost AI demand in the long term.

Yardeni predicts that the S&P 500 index may remain volatile before the middle of the year and then hit 7,000 points within the year, with information technology, communications services, industrial and financial sectors expected to lead the gains.