Inflation

Escalating geopolitical tensions and the risk of aggravation in the context of the Israeli-Palestinian conflict are adding new challenges to a fragmented world. The international economic and financial system can only emerge from this situation weaker, as inflation persists and growth remains wea...

The relationship between gold and real rates broke down when real rates turned positive again. What counts now is the search for solvency, not the search for yield. The return of investment takes precedence over return on investment.

We now have two dangerous wars, maybe we will have a global war. We have a coming collapse of stock markets and debt markets and a banking system which probably will not survive in its present form.

The rise in interest rates initiated by the Fed has had a devastating effect on bonds, which were massively purchased by banks, insurers and pension funds when rates were low. The question is whether this fragility in the banking and insurance sector is likely to trigger a credit crunch.

House prices have only risen for those using government paper to buy them. They're cheaper than several decades ago if you're using real money, i.e. gold.

Inflation seems to be picking up again in the United States. In addition to the geopolitical situation, there is also likely to be a great deal of unrest on the US debt front.

Fifty years to the day after the Yom Kippur War, the Hamas terrorist attack on Israel stunned the world with its brutality and suddenness. It was anticipated that this war would last longer than the previous one (less than twenty days, from October 6 to 25, 1973), with the threat of global reperc...

In this article, we analyze gold's monthly performance. First of all, it appears that "minimal" monthly variations account for the vast majority of gold price variations. In other words, most of the time, the price of gold follows a channelled, low-volatility pattern.

The current bond crash is historic. The EDV ETF, which measures the price of very long-dated US Treasuries, has fallen by 58% in just over a year. The bond market's current fall is now greater than that recorded by the equity market during the last financial crisis in 2008 (-56%).

As central banks continue their headlong rush to the top, they are faced with a Cornelian dilemma: bring inflation down to 2% at the risk of triggering an unprecedented economic and financial crisis, or allow prices to rise, which would call into question their mandate and lead to social upheaval.