Financial markets

U.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.

With US GDP likely to fall, equity markets are correcting, while gold prices are rising. This movement illustrates a capital rotation typical of stagflationary phases: faced with sluggish growth and persistent inflation, investors abandon risky assets in favor of safe havens.

Many investors have not bought gold recently as they have been waiting for a correction. But we have told investors that gold is very unlikely to pause at this level. Instead, once properly past $3,000, we are likely to see an acceleration.

This week, we'll look at a couple more Copper charts that suggest the commodity boom is just getting started. When Copper is outperforming stocks, we've historically seen all commodities do very well, especially Gold and Silver.

To increase pressure on the physical market, a call for silver purchases has been launched for March 31, in the spirit of the first Silver Short Squeeze. A real supply problem could force short sellers to cover their positions on the market - propelling the silver price to new heights.

China launched a pilot program allowing certain insurance companies to invest in gold as part of their medium to long-term asset allocation strategies. On March 25, Chinese insurance companies have conducted their first gold transaction at SGE.

Gold has played an increasingly important role in the international financial system. To better understand this dynamic and its implications, we turned to macro strategist Tavi Costa, focussing on the main forces driving the gold and silver markets today.

With unprecedented levels of debt and rising interest rates undermining bond markets, confidence in sovereign debt is eroding. In the face of this systemic risk, gold is once again the safe-haven asset par excellence.

If you spend much time listening to the political pundits, you'd think that our monetary inflation over the past few years was a "transitory" phenomenon, one caused exclusively by COVID, and a problem no longer worth worrying about as it fades into our rearview mirror. Unfortunately, I'm here to...

In the USA, inflation is set to rise again due to disruptions in supply chains. But for Europe, the situation is even more critical: in addition to these supply tensions, it will have to contend with soaring interest rates, a further factor in inflationary pressure. The risk of worsening stagflat...