Articles

Threats to Refinancing of Private Debt

Published by Laurent Maurel | Nov 23, 2023 | 10711

Even if the situation regarding private debt is not problematic at the moment, 2024 is likely to be a very different story: the wall of private debt is much harder to break through than the wall of public debt. These U.S. debt risks are the main reasons why gold prices are so high. The closer we get...

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Dollar Plummets on Prospect of Fed Pivot

Published by Laurent Maurel | Nov 16, 2023 | 10456

The hope of a "pivot" by the Fed curbed the appreciation of the dollar, which had just set an all-time record against the Japanese yen. The depreciation of the dollar is benefiting the gold price, which is once again approaching its $2,000 resistance level.

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Is the Price of Gold Correlated with the Markets?

Published by Thomas Andrieu | Nov 7, 2023 | 11643

Is the price of gold linked to other markets? Conversely, is the price of gold independent of market trends? This question is all the more important as gold is often perceived as a "safe-haven" asset, capable of behaving independently of other markets. In this paper, we will focus on the short-term,...

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The Cycle of Evil

Published by Egon Von Greyerz | Nov 5, 2023 | 8442

We are on the inevitable road to perdition for the world economy & financial system, ending in a potential global conflict of uncontrollable proportions. Evil begets evil as The Cycle of Evil hits countries at the end of an uncontrollable debt expansion.

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Economic Outlook on the Israeli-Palestinian Conflict

Published by Julien Chevalier | Nov 1, 2023 | 8615

Escalating geopolitical tensions and the risk of aggravation in the context of the Israeli-Palestinian conflict are adding new challenges to a fragmented world. The international economic and financial system can only emerge from this situation weaker, as inflation persists and growth remains weak....

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Gold Breaking Out vs. US Banks

Published by Mike Roy | Oct 31, 2023 | 10251

This week we will look at the performance of gold compared to the United States financial sector. When this relationship is rising, it can be said that investors are showing a preference for hard money. When it is falling, investors are showing more confidence in the paper money system.

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Credit Crunch in the U.S

Published by Laurent Maurel | Oct 19, 2023 | 9321

The rise in interest rates initiated by the Fed has had a devastating effect on bonds, which were massively purchased by banks, insurers and pension funds when rates were low. The question is whether this fragility in the banking and insurance sector is likely to trigger a credit crunch.

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