This week, we'll have a look at the charts of Platinum and the Gold/Platinum ratio in an effort to see if Gold has a big move left in it. Platinum tells us that we could be at an inflection point in the gold secular bull market.
Japan: New Bond Panic, Gold as a Safe HavenThe financial world may be on the verge of a regime change. Financial repression, thought to have been relegated to the past, is making a discreet comeback through the Japanese door. The Tokyo authorities are already trying to manipulate...Laurent Maurel | May 30, 2025Read article
Are We Heading for an Explosion of the U.S. and Global Bond Markets?The year 2025 is likely to be the year of crisis: the United States must refinance $9 trillion in debt — a quarter of its total outstanding — while financing an annual budget deficit of $1.9 trillion. A veritable debt wall. And then ther...Philippe Herlin | May 29, 2025Read article
The Only Real Determinant of the Gold PriceWith nearly 80% of the metal supply coming from mining, the cost of production appears to be the determining variable in market valuation. This cost conditions the profitability of mining companies, influences the metal's floor price and...Thomas Andrieu | May 28, 2025Read article
DeSantis Signs Bill Recognizing Gold And Silver As Legal Tender In FloridaGovernor Ron DeSantis signed a bill Tuesday to recognize gold and silver as legal tender in Florida, paving the way for their use in financial exchanges.Goldbroker ™ | May 28, 2025Read article
Falling Bond Markets Can No Longer Be IgnoredThe gradual disappearance of structural buyers of sovereign debt - central banks, Japan, pension funds - ushers in a new era in which debt is no longer “free by design”, but must once again become desirable in a competitive universe. In...Laurent Maurel | May 23, 2025Read article
Gold, the Hidden Leverage of Basel III RulesFor several decades now, the global economy has been on a headlong rush. With each crisis, governments preferred to postpone the consequences with even more debt. In this context, a number of regulations came into being. The latest, Base...Julien Chevalier | May 21, 2025Read article
Is the Correction in Gold Over?Debate on social media has been hot about whether Gold's current correction from its all time high around $3,500 set in April to near $3,100 this month has another leg down or if the worst may be over. This week, we'll look at a chart o...Mike Roy | May 20, 2025Read article
All Four Pillars of the Bond Market Are Trembling SimultaneouslyWhen 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.Laurent Maurel | May 16, 2025Read article
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