Dedollarization

The intensity of the bond market's decline is unprecedented. Bloomberg's Aggregate Index, which measures a basket of more than 28,000 bonds, has lost more than 15% since the beginning of the year, a drop not seen since the 1970s.

Gold is known for its rarity and reliability. However, the usefulness of gold has not ceased to evolve over the last few centuries. Both an object of desire and speculation, gold has experienced several panics synonymous with crashes or price explosions. In the 19th century, financial markets wer...

The recession forecasts is leading many speculators to bet on the coming fall in commodity prices. this strategy of short selling on commodities is coming up against a problem of physical supply. In metals, reserves on the London Metal Exchange have never been so low, and the latest correction ha...

This article will discuss if investors in coming years really have more than the Hobson’s choice of one. Gold has been one of the top performing asset classes in this century and still nobody owns it with only 0.5% of world financial assets invested in gold.

Gold remains a strong competitor. The yellow metal is particularly popular with countries that want to de-dollarize. Central banks that bypass the dollar system of financing are the ones that have bought the most gold over the last twenty years. The acceleration of de-dollarization will therefore...

Rising wages, falling productivity: inflation is not transitory and is becoming uncontrollable for the Fed, because it is linked to a problem in the supply of raw materials.

Inflation figures will probably still be very high in Europe and the United States, especially because of record high fuel prices. But it is the Japanese inflation numbers that now need to be scrutinized.

Investors who buy physical gold at this price level are buying insurance against the risk of a monetary policy error by the Fed.

At the start of this week, gold is correcting, but the pullback is very measured when you look at the pace of the rise in the U.S. ten-year. The fact that gold is not correcting under these conditions is evidence of the significant level of demand for the precious metal.

How the future global monetary system will be designed is still completely open. Will centralized central bank digital currencies (CBDCs) set the tone, or will the money supply be (partially) privatized as private cryptocurrencies like Bitcoin are used as a means of payment in everyday life? What...