Financial markets

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.

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.

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...

The UK bond market is under pressure, in an unstable global context marked by friction between the Fed and the Treasury and high sensitivity to uncertainty. Physical gold is becoming an instrument of economic survival and a bulwark against the erratic decisions of the authorities.

Many banks, governments and large funds are buying gold on a massive scale via perfectly legal but off-market channels. This is a growing trend, mainly in the Middle East and Asia, which makes the measurement of gold's value more complex than it first appears.

Capitalism promises us a paradise, but are we living in hell? Can economic progress be incompatible with human progress? An economy based on debt, and therefore on the imperative of growth, never ceases to encourage capital sins, an economy based on gold can adapt to human needs and therefore enc...

If the yield curve steepening bet reverses, it could have a significant impact on the gold price. In a scenario where long rates fall rapidly - for fear of recession or a return to caution by central banks - gold would benefit. Falling real interest rates would make the metal more attractive, and...

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.