All Four Pillars of the Bond Market Are Trembling Simultaneously
When the bond market, and in particular that of US sovereign bonds, becomes unstable or loses investor confidence, it's not just bad news for financial portfolios: it's a crack in the very foundations of the global financial architecture.
Theft, Homejacking, Kidnapping For Ransom: How To Protect Yourself?Yet another kidnapping attempt in Paris targeting a person connected to the cryptocurrency world. All valuable assets are in the crosshairs of organized crime, especially easily transportable real assets. The risk of aggression is increa...Philippe Herlin | May 15, 2025Read article
US Deficit: Gold, The Last Bastion Against Monetary DisorderIn case of a loss of confidence in the sustainability of the US budget, physical gold, already considered a safe-haven asset, could emerge as the ultimate systemic safe-haven, outperforming all other asset classes in times of global mone...Laurent Maurel | May 9, 2025Read article
Towards the Dollar's Final Crisis?The U.S. monetary strategy, which is now coupled with a desire for reindustrialization, appears to be a model of resistance in the face of major historical dynamics. Trump intends to preserve American hegemony at all costs. But the dolla...Julien Chevalier | May 6, 2025Read article
The Rearrangement of the Global Economic OrderWith Donald Trump’s inauguration, uncertainty in international politics, geopolitical dynamics and the financial markets has increased significantly. It remains to be seen how long this phase. What is certain is that gold is benefiting f...Egon Von Greyerz | May 5, 2025Read article
Behind The Tariff Tumult, Gold Keeps Its Eyes On The DeficitAs 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 cont...Laurent Maurel | May 2, 2025Read article
France: The Staggering Figures of the State's BurdenWhile 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.Philippe Herlin | May 1, 2025Read article
Gold/Silver Ratio Suggests Higher Metals Prices AheadThis week, we'll look at a few charts of GSR to see if we can uncover some clues of our own.Mike Roy | Apr 29, 2025Read article
Bond Market: Three Signs of Unprecedented Systemic StressDonald 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...Laurent Maurel | Apr 25, 2025Read article
Germany Wants to Repatriate Its Gold, the Start of a Big Movement?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 aff...Julien Chevalier | Apr 23, 2025Read article
The Foretold Death of Paper GoldOn 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 soli...Cyrille Jubert | Apr 22, 2025Read article
Dollar Collapse in Progress, Gold on its Way to $5,000?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.Laurent Maurel | Apr 18, 2025Read article
The Need for Gold in Corporate TreasuriesThe 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 comp...Philippe Herlin | Apr 17, 2025Read article
Is It Time To Sell Your Tech Stocks for Gold?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 actu...Mike Roy | Apr 15, 2025Read article
Gold, the Big Winner of Market UpheavalsU.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.Laurent Maurel | Apr 11, 2025Read article
European Savings: Towards a Major TransformationThe 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.Julien Chevalier | Apr 8, 2025Read article