The Fed Backed Into A Corner - A Favorable Backdrop For Gold
Published by Laurent Maurel | Jun 15, 2021 | Articles 5880

The intervention by the central banks on the markets is scrambling the message. Assets that have become at risk, in this inflationary backdrop, are being given excessive valuations. By contrast, the values that protect against the upcoming inflation are still being evaluated at very low levels. At any event, this is a very favorable backdrop for assets like gold.

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Currency Reset: Basel III and the Implementation of the NSFR
Published by Cyrille Jubert | Jun 7, 2021 | Articles 9841

The implementation of the Basel III standards on the Net Stable Funding Ratio (NSFR), in particular on allocated or unallocated gold and on its derivative products will cause an earthquake on the market, which should lead to a serious revaluation of the price of ounce of physical gold. As for the gold-paper game, it will no longer interest the banks and will only be addressed to a few professionals looking to hedge a future delivery.

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The Life Expectancy of a Currency and the Need for Monetary Reform
Published by Thomas Andrieu | Jun 6, 2021 | Articles 3056

The governments and central banks have crossed a point of no return, meaning that structural reforms to our monetary system are inevitably going to be required. Judging by the previous cycles, said reforms should become a necessity before the next 20 years are out. There is an urgent need to anticipate an overhaul, in the long term, of the international monetary system.

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