Articles

We are at a turning point. Markets are behaving as if the liquidity party could last forever, even though the hidden reserve that supported it has disappeared. And it is precisely this kind of configuration that paves the way for the most brutal reversals.

European public funds are pouring into Italy and Spain and largely explain their GDP growth. In France, it is based on spiraling public debt, while in Germany activity is stagnating, held back by soaring energy costs and the loss of its traditional markets.

In a new research note, The Federal Reserve outlines how countries like Germany, Italy, South Africa, and Lebanon have unlocked cash by revaluing their gold reserves without selling a single ounce.

The long-term outlook – sustained inflation and long-term interest rates anchored on an upward trajectory – is one of the pillars supporting gold prices over the long term. This is particularly true given that, at this stage, no one is really significantly exposed to it.

For various reasons, whether social, cultural, political, or financial, gold is still not widely discussed among the general public. However, this trend could change.

The Trump administration intends to issue an executive order in the near future to clarify what it called misinformation about the tariffing of gold and other specialty products, a White House official told in a statement.

Central banks are preparing for a world where the dollar will no longer be the only credible store of value. As monetary uncertainty grows, gold is regaining its central role as a trusted asset that is outside the system, liquid, and free of counterparty risk.

The US government has started levying tariffs on 1-kilo and 100-ounce gold bars, a decision that could upend long-standing trade routes and disrupt the flow of bullion from Switzerland to the United States.

It is not only the European project that has been struck at its core, it is the very future of the European continent that is suddenly clouded by the threat of major economic decline.

Some investors choose to defer their investment in gold, arguing that gold is “too expensive.” This article therefore aims to measure the opportunity cost incurred by an investor who decides to delay investing in gold.

The obvious loss of effectiveness of the Bank of Japan's interventions is reflected in the immediate reaction of assets deemed to be barometers of confidence, foremost among them gold in local currency.

This week, we will revisit a blast from the past when we looked at three fun ratio charts to see if we could pick up any clues about the future direction of the gold price.

Debt is in bad shape, especially its premium component, US Federal debt, due to Trump's budget deficit, which is becoming increasingly difficult to finance. We are witnessing the beginnings of a flight from the bond market towards assets which have intrinsic value: gold.

Japan is said to have agreed, in return for tariff cuts, to use part of its sovereign wealth funds to finance US strategic projects. Confidence is crumbling. Gold is becoming the last credible refuge for Japanese households and institutions.

The silver market is at a critical juncture, marked by a growing dislocation between the physical and paper markets. While Western banks are still trying to manipulate silver prices via the paper market, physical demand is accelerating. This growing appetite for physical silver in the face of con...

This week, we will look at the median price of a single family home sold in the United States vs Gold and Silver and see that, despite what your eyes might be telling you about home prices remaining stable to only slightly lower from their 2022 high, a historic collapse is currently unfolding whe...

The BRICS have placed at the heart of their arguments the urgency of sovereignty for all nations, the end of globalization as we know it, and an ideological change in the face of the civilizational crisis that the West is undergoing. From an old world based on excessive financialization and limit...

China, the world’s largest gold producer and consumer—and the second-largest silver producer—has unveiled a national strategy to boost precious metals mining. To implement this policy , there is only one way: Let the prices of gold and silver rise by making the mechanism of "supply and demand" wo...

Government bonds are no longer perceived as risk-free assets, and their long-term growth potential is now in doubt. In this context, accelerating the pace of debt emissions becomes a real challenge. If the Fed were in turn to intervene in very short maturities to artificially support Treasury emi...

While gold has been the big winner in recent years, many other metals are now becoming increasingly scarce: silver, platinum, copper and others. This trend is based on both persistent tensions on the supply side and structurally high demand.