Market News & Strategies 29 March 2025

In our journey as smart entrepreneurs and wealth-builders, it’s not enough to watch the news—we need to extract strategic insight from it. This week, both the UK and US governments made bold economic moves, while markets reacted across commodities and crypto.

Let’s break it all down—not just what happened, but how it shapes our decision-making in business and investing.

1. Strategic Spending Cuts: The UK Budget and Fiscal Priorities

On March 26, UK Chancellor Rachel Reeves delivered the Spring Statement. It’s a reminder that budgets—whether national or personal—are strategy in action.

Wealth Strategy Lesson: Budgets Reflect Priorities

• The UK is cutting welfare spending, which may reduce the national debt but increases social pressure.

• Meanwhile, defense spending is rising to 2.5% of GDP—a clear sign of a government prioritizing global resilience over domestic support.

What this means for us:

In your own business or personal finances, your spending choices reveal your priorities. Are you investing in growth, building cash reserves, or covering short-term needs at the expense of long-term gains?

Wealth Strategy Tip:

Use this moment to review your own budget—are you strategically allocating resources to investments, business development, and long-term security?

2. The Return of Tariffs: US Trade Tensions Heat Up Again

President Trump’s administration has reignited tariff battles. Key industries—like autos, steel, and aluminum—are now under new import duties.

Business Strategy Lesson: Expect the Unexpected

• 25% tariff on imported vehicles and parts starts April 3.

• Steel and aluminum tariffs are already back in place.

Tariffs disrupt supply chains and raise prices—but they also create new market gaps and opportunities.

What this means for us:
If you run an online business, import products, or invest in global stocks, tariffs can impact pricing and margins. But savvy entrepreneurs will look for local sourcing options or use the narrative to sell “Made in [Your Country]” products.

Business Strategy Tip:
Think ahead. If a key component of your business is affected by global policy (e.g., hosting, dropshipping, packaging), create Plan B suppliers or diversify your offerings.

3. Market Reactions: Confidence Drops, Volatility Rises

The result of all this economic upheaval? Global markets dipped, and U.S. consumer confidence hit a two-year low. Investors are nervous. That’s your signal.

Wealth Strategy Lesson: When Confidence Drops, Strategy Counts

During uncertainty, many people freeze. Smart investors lean into strategy.

• This isn’t the time to panic sell—it’s the time to rebalance and buy value.

• Consumer fear can translate into bargain opportunities for long-term thinkers.

What this means for us:
Use volatility to your advantage. If markets wobble, shift into defensive stocks, dividend plays, or stable physical assets (like gold or real estate).

Wealth Strategy Tip:
Have a pre-written “If This Happens, Do This” plan. That’s what we’re building with our KNI Playbook—decisions made ahead of emotion.

4. Gold, Silver & Crypto Surge: Safe Havens in the Spotlight

When traditional markets get shaky, investors run to safety. This week, we saw all three safe haven categories shine.

Gold Hits $3,056/oz – A New All-Time High

Gold has hit 16 new record highs this year, driven by:

• Inflation fears

• Trade war escalation

• Central bank buying

Silver Remains Undervalued – But That Won’t Last

With a projected 149 million ounce deficit in 2025, silver is facing a perfect storm of:

• Rising industrial demand (EVs, solar)

• Low mining output

• Minimal recycling

Gold is up… and silver is about to follow.

Bitcoin at $87K+ – The New Safe Haven?

Bitcoin’s correlation with gold is increasing. It’s no longer just a speculative tech asset—it’s becoming a digital store of value in times of political and economic uncertainty.

What this means for us:
Diversification is critical. You don’t need to go all-in on crypto or precious metals, but having strategic exposure to these assets balances your portfolio during inflation and instability.

Wealth Strategy Tip:
Start small but consistent. Dollar-cost average into gold, silver, or crypto. Use your business income to create an asset engine that can weather future storms.

How to Apply This Week’s Lessons in Your Membership Journey

Let’s tie it all back to your growth path inside the Business & Wealth Strategy Membership:

Strategy Over Emotion, Always

This week is a powerful reminder that strategy beats reaction. Politicians will make bold moves. Markets will shake. But those who prepare and position themselves before the storm are the ones who build lasting wealth.

Let’s not just observe the world—let’s learn from it and act accordingly.

—

Karen Newton
Business & Wealth Strategy 
Smart Entrepreneurs Build Lasting Wealth