Rates

Between bullish real estate, a currency that is slowly but surely devaluing and a sovereign wealth fund that will not be as promising as expected, the choices become more complex for the Norwegian saver. Physical gold should be reconsidered as an investment.

The bankruptcies of Eurovita and SVB, while waiting for the next ones, are linked to a bond crisis. It is not a question of fraud (FTX, Madoff), toxic assets (subprimes), or adventurous management (LTCM in 1998). No, the problem is the huge bundle of sovereign bonds that form the basis of the balanc...

Matthew Piepenburg joins Michelle Makori to discuss the ongoing Silicon Valley Bank collapse, and what it means for markets, gold, and Fed policy. Topics cover inflation, gold price, de-dollarization, Central Bank Digital Currencies and risk.

The failure of Silicon Valley Bank (SVB), the 16th largest US bank by assets, has put the financial markets under pressure. Beyond the systemic risk to the US tech ecosystem, the bank run phenomenon could spread to the entire banking sector.

In this interview with Chris Waltzek of GoldSeek Radio, Egon von Greyerz, covers a wide swath of global financial issues—from inflated asset bubbles and macro inflationary forces (and hence declining currency power) to stressed pension funds, fantasy CBDCs and unsustainable debt levels. All of these...

Rates have gone from 0% to 5% in a few months! This new rise in rates is putting pressure on the price of gold. The yellow metal is holding above $1,800, en route to its support just below that level.

The debate about central bank losses (which applies not only to the eurozone but to many countries in the West) shows us more than ever how much our system of unlimited debt is suffering. A new paradigm must be opened as soon as possible, where money creation would be rethought in depth to truly ser...

For at least half a century, the world has been in a process of self-destruction. As the decline accelerates, the next phase of 5-10 years will include major political, social, economic as well as wealth – destruction.

For the time being, although the U.S. economic numbers are not impressive, they do show some resilience, especially on the consumer side. Unfortunately, the situation in Europe is quite different. The geopolitical event of the week is China's dramatic shift in rhetoric toward the United States.

Gold is still very high relative to rates, probably because of the US fiscal risk and new inflationary expectations. This strength is also explained by the worsening geopolitical context and the stalemate in the Ukraine. Any threat of new sanctions now acts as a support for the price of gold.