Inflation

Today, the price of gold is rising primarily as a sign of gradual currency depreciation. Tomorrow, it could rise as a safe-haven asset amid systemic uncertainty.

U.S. federal debt has now surpassed the 100% of GDP threshold. This figure refers to federal debt held by the public ($31.27 trillion), excluding debt held by the Fed. Total debt therefore stands at $39 trillion, or 122% of GDP.

The market continues to display a price… but fewer and fewer participants are willing to honor it in practice. The link between paper and reality is fraying, revealing an increasingly visible divide.

It is now clear that the contemporary monetary system is coming to an end. Gold has grasped the stakes of such a collapse.

The latest inflation figures suggest a resurgence of inflationary pressure. Producer prices rose by 0.5% over the month, bringing the annual rate to 4.0%. Against an already tense backdrop in the energy sector, figures like these are enough to fuel the narrative that inflation is on the rise agai...

Does gold signal a return of inflation? Everything points to it. Gold has recently become the world’s most traded asset by volume, surpassing U.S. debt and major currencies.

The war in Iran is not only contributing to a resurgence of inflationary pressures across the Atlantic, thereby destabilizing financial markets, but is also accelerating the global shift away from the dollar.

The oil market is entering a phase where volatility is no longer a mere hiccup but a direct consequence of its structure. Recent price movements do not reflect a linear improvement or deterioration in fundamentals, but rather a growing inability of prices to simultaneously reflect both physical r...

While some banks maintain expectations of prices exceeding $6,000 per ounce, and following gold’s spectacular rise in 2025, should we expect this super-cycle trend to continue?

While equity markets remain artificially propped up by low volatility, gold is consolidating. This phase does not reflect weakness, but rather a period of accumulation.