Inflation

In this 48-minute discussion, Ronni and Egon cover various topics, including the evolution of gold versus Bitcoin, predictions for rising gold prices, central banks' reserve shifts, and global economic risks.

For the third year running, our forecasts for the price of gold have come true. While a sharp fall in the gold price seems unlikely in 2025, attention is now focused on the intensity of the trend.

The question of the timing of the next rise in the gold price remains uncertain: at what point will a market crash, worsening household fragility or increased pressure on the banking system prompt the authorities to make a decisive pivot in monetary policy to avoid a systemic recession?

Saxo Bank announced its annual Outrageous Predictions for 2025: improbable yet underestimated scenarios that could disrupt markets, politics, and technology worldwide.

The capitalisation of Fartcoin, nicknamed the "fart currency", recently reached $800 million. Meanwhile, the Chinese and Indians are taking massive refuge in physical gold to protect themselves against the devaluation of fiat currencies.

As 2024 draws to a close, we'll take a look this week at long term annual and quarterly silver charts that look incredibly optimistic for 2025 and beyond.

A very interesting review by Éric Dor, chief economist at IESEG, summarising the exposure of French and European banks to France's debt. French banks are naturally in first place, with very high levels of exposure.

The substantial increase in physical gold demand can only be satisfied by much, much higher prices. This is why gold will rise by multiples.

Europe’s economic situation is a matter of growing concern. Once a symbol of prosperity and cooperation, the European Union is now weakened by major economic and energy challenges. The continent’s two traditional pillars, France and Germany, are facing difficulties that could have profound reperc...

Trumponomics promises economic recovery and renewed influence for the United States. But Trump cannot reverse the course of history. And this is happening without American power. Rising inflation and a Fed caught in a dilemma, unsustainable debt, increased economic polarization and geopolitical t...