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As debates rage in the US over the future trajectory of the economy and markets, the continuing rise in the budget deficit remains a major source of concern. It is precisely this worrying trajectory of public debt that gold seems to continue to follow closely, helping to explain its current surge.

While Spain, Portugal and Italy are pulling out of their massive public deficits — Italy's public deficit has been cut from 8% of GDP in 2022 to 3.4% in 2024 — France continues to sink and is now Europe's sick man.

This week, we'll look at a few charts of GSR to see if we can uncover some clues of our own.

Donald Trump's recent change of tone on tariffs, like his unexpected softening towards Federal Reserve Chairman Jerome Powell, highlights an often overlooked reality: the real balance of power isn't played out on the political stage, but in the workings of the US debt market.

Through the voices of senior politicians, Germany declares its intention to recover the gold it is storing in the United States. Far from being a simple communication stunt, this announcement reflects the profound upheavals currently affecting the international financial system. Above all, it ill...

On July 1, 2025, U.S. banks and financial institutions will be subject to the Basel III NSFR rules. For the gold market, this means that unencumbered physical gold in the capital of a bank will be considered a guarantee of financial solidity.

Peter Schiff warns of an imminent dollar crisis, a fall in purchasing power, and a brutal reversal of global capital flows. He estimates that the price of gold could reach $5,000 to $20,000 in the coming years.

The idea of companies investing part of their cash in bitcoins is becoming more and more widespread, even if few actually take the plunge. Surprisingly, however, gold, which is far more widely recognized and accepted, does not enjoy comparable publicity. Why is this?

As we've witnessed historic volatility in the stock markets lately, we'll head into the week with a look at the relative performance of Gold vs. tech stocks and uncover some very strong evidence that the recent market shake up could actually be the beginning of a more significant capital rotation.

U.S. Treasuries, supposed to be the ultimate refuge in times of crisis, appear to have been swept away by the market swell, while gold remains afloat.

The question of European savings is on everyone's lips. The reason: while European countries are facing an inextricable financial situation, the need for investment has never been greater.

With US GDP likely to fall, equity markets are correcting, while gold prices are rising. This movement illustrates a capital rotation typical of stagflationary phases: faced with sluggish growth and persistent inflation, investors abandon risky assets in favor of safe havens.

While the price of gold is breaking records and has just passed the symbolic threshold of $3,000 an ounce, bitcoin is struggling and looking for its second wind, rarely has such a marked divergence been observed. Since December 2024, bitcoin has lost 30% of its value against gold. How can such a...

Many investors have not bought gold recently as they have been waiting for a correction. But we have told investors that gold is very unlikely to pause at this level. Instead, once properly past $3,000, we are likely to see an acceleration.

This week, we'll look at a couple more Copper charts that suggest the commodity boom is just getting started. When Copper is outperforming stocks, we've historically seen all commodities do very well, especially Gold and Silver.

To increase pressure on the physical market, a call for silver purchases has been launched for March 31, in the spirit of the first Silver Short Squeeze. A real supply problem could force short sellers to cover their positions on the market - propelling the silver price to new heights.

China launched a pilot program allowing certain insurance companies to invest in gold as part of their medium to long-term asset allocation strategies. On March 25, Chinese insurance companies have conducted their first gold transaction at SGE.

Is silver on the way to becoming a must-have asset, like gold today? The disconnect between the paper market and physical reality continues to worsen, and the accumulating signals suggest that a major breakdown is imminent.

Gold has played an increasingly important role in the international financial system. To better understand this dynamic and its implications, we turned to macro strategist Tavi Costa, focussing on the main forces driving the gold and silver markets today.

With unprecedented levels of debt and rising interest rates undermining bond markets, confidence in sovereign debt is eroding. In the face of this systemic risk, gold is once again the safe-haven asset par excellence.