Financial markets

Tavi Costa emphasizes the importance of identifying macroeconomic trends, particularly the growing shift towards hard assets like gold amidst global inflationary pressures and geopolitical changes. He points out the rising demand for commodities like copper and the underinvestment in precious metals...

The release of a lower-than-expected US CPI and the Fed's decision to keep rates unchanged sent gold lower, while the dissolution of France's National Assembly caused tensions to mount on the French bond market.

Few analysts chart the Dollar Index, DXY, as a means of predicting the future direction of the gold price. Their assumption is that if DXY is trending down, then gold will be trending up and vice versa. But this is a mistake.

For over half a century, the United States has surpassed the United Kingdom as the leading international power. Its military and monetary strength, the first two of a hegemonic country, remain unrivalled. The Biden administration seeks to maintain this superpower, but the world is changing.

US markets hit new highs thanks to the rise of technology stocks, notably NVIDIA, while European households prefer bank savings. At the same time, China and other BRICS countries are increasing their gold reserves, moving away from the dollar.

In 2024, with almost one in five ounces now dedicated to the photovoltaic industry, tensions on the silver market are mounting. Against this backdrop, the price of the grey metal would be headed for good prospects. While the breakout from the $26/oz level has now been confirmed, analysis of the beha...

The price of gold broke another all-time record in all currencies last week. China remains the main driver of this gold frenzy. Trading volumes on the Shanghai market have exploded in recent days.

Inflation seems to be making a comeback in the United States, as shown by the core PPI figures, which indicate an increase in prices paid by manufacturers. The pulses observed on this indicator foreshadow an increase in prices paid by consumers, pointing to a further rise in the core CPI in the mont...

In 2024, the US Federal Reserve is operating in a complex economic landscape, marked by persistent inflation, stagnant economic growth and several geopolitical conflicts that are reigniting international tensions.

It seems likely that last year's silver shortfall will be repeated next year. Current supply is unable to keep pace with ever-increasing demand.