Predictions for the 2026 midterm elections

1 mois ago

Predictions for the 2026 midterm elections are overwhelmingly negative for the Republican Party (GOP). Trump's approval rating is between 42…

Geopolitics, Monetary Risks Fuel UBS $6,200 Gold Price Target by End of 2026

2 mois ago

UBS analysts forecast a significant increase in gold prices, predicting a rise of 20% to reach $6,200 per ounce by…

Debt, Deficits, and Dollar Debasement Fueling Gold’s Bull Market

2 mois ago

In a podcast discussion, Mike Maharrey of Money Metals interviewed Brian Lundin, President and CEO of Jefferson Financial, regarding factors…

Capital Flight from the Emirates to Stablecoins – The « Digital Safe Haven » Phenomenon in the Context of Geopolitical Crisis

2 mois ago

The integrated analysis of the Steelldy Risk Engine and Steelldy Gotham confirms that the USDC stablecoin has become the preferred…

Private Credit Risk Assessment and Liquidity Contagion Dynamics

2 mois ago

Morgan Stanley (MS) is experiencing a severe liquidity crisis in its Direct Lending segment.This pressure stems from three systemic factors:…

The US Treasury announcement on 03/13/2026 temporarily lifts restrictions on Russian oil

2 mois ago

The US Treasury issued a temporary waiver on restrictions for certain stranded Russian oil shipments, announced around March 12-13, 2026,…

Return of Russian oil. Systemic inversion of hydrocarbon flows (Russia–EU). Collapse of the risk premium and gravitation of liquidity clusters.

2 mois ago

Europe has hit a mathematical wall: the blockage of the Strait of Hormuz has removed 5 to 7 million barrels…

Liste des exploitations pétrolières & gazières fermées dans les pays du Golf (statut : shut-in / offline)

2 mois ago

I. Émirat du Qatar Le Qatar, dépendant à 100% du détroit d'Ormuz pour son exportation de GNL, est le premier…

Diagnostic de convergence du Brent vers le seuil de 85,00 USD. Analyse de la backwardation extrême et de l’équilibre de long terme (horizon 12M).

2 mois ago

1. Modélisation quantitative de la crise Ormuz Qsupply(t)=Q0⋅[1−Φ(σshockt−tshock)]+Qalternative⋅1[t>tresponse]Qsupply(t)=Q0⋅[1−Φ(σshockt−tshock)]+Qalternative⋅1[t>tresponse] Notre modèle quantitatif de la crise de l'Hormuz simule la dynamique de…

Étude de la dislocation du « basis » or numérique vs or spot. Diagnostic de rupture de la parité et inférence de prix réel

2 mois ago

Peter Reagan a noté qu'en début de semaine, les tokens d'or numérique se négociaient au-dessus de 5 500 dollars l'once,…