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Analyse de marchéAnalyse de marché
Gold’s New Era: Strategist Predicts Long-Term Bull Market Fueled by Central Banks and Geopolitics
Doug Moglia, a strategist at Rockefeller Global Investment Management, identifies gold as the anchor of a new commodity cycle, projecting its long-term bull market to persist despite recent volatility. Commodities are regaining traction for diversification as structural demand outpaces constrained supply. While broader commodity trends are shaped by electrification, AI, reshoring, energy security, and underinvestment,…
2 heures ago0Comments
DécarbonisationDécarbonisation
The STEELLDY CCQI Index: Methodology and Function as a Fiscal Barometer. (a) Climate Credit Quality Index (CCQI) Architecture
1.1 Proprietary Multidimensional Benchmark Evaluating the Integrity, Durability, and Liquidity of Carbon Credits The Climate Credit Quality Index (CCQI) developed by STEELLDY is a next-generation proprietary benchmark specifically designed to address the transparency and standardization gaps characterizing the voluntary carbon credit market. Unlike traditional indices, which are limited to price aggregations or transaction volumes, the…
mai 21, 20260Comments
Cryptos
From Hedge to Strategy: Gold’s New Role, Bitcoin’s Rise in Portfolios
Gold is considered a tactical long-term asset, but Bitcoin is currently undervalued. ReSolve Asset Management's portfolio manager, Richard Latimer, notes that gold's current price consolidation is expected after its early-year surge. Despite strategically remaining bullish on gold for its structural bull market, ReSolve has become tactically neutral in the short term, having taken profits and…
mai 21, 20260Comments
Cryptos
Why are hedge funds adopting this new digital currency
Hedge funds are increasingly adopting new digital currencies, primarily stablecoins, due to enhanced capital efficiency, regulatory clarity, and new yield-generating strategies. 1| Capital Efficiency Unlike traditional prime brokerage where collateral is largely immobilized, stablecoins acting as collateral can simultaneously secure derivative positions (perpetuals, options, futures) and generate yield from underlying assets like T-bills. This "working…
mai 21, 20260Comments
Chroniques juridiques
Regulatory Fundamentals and Architecture of Pillar Two in France | Operational Mechanisms of the GloBE Regime
1.1 Minimum Effective Tax Rate of 15% and calculation of the top-up tax Pillar Two of the OECD framework on international tax reform introduces a minimum effective tax rate of 15% applicable to the profits of multinational enterprises (MNEs) with consolidated revenue exceeding 750 million euros. This mechanism, formalized in the GloBE (Global Anti-Base Erosion)…
mai 20, 20260Comments
DécarbonisationDécarbonisation
Synthetic Tokens : Stochastic Modeling of the Impact of Pillar Two (OECD) on Tax Engineering and the Valuation of Tokenized Carbon Investments
1.1 Replicating Carbon Price Exposure Without Physical Holding of Credits Synthetic tokens offer exposure to carbon credit prices without requiring the physical holding of the underlying credits, by using derivative mechanisms such as futures contracts, total return swaps, or price oracles that replicate the performance of a carbon market benchmark index. This structure offers advantages…
mai 19, 20260Comments
Cryptos
The “New Dilemma”: Mathematical Formalization of the Triffin Paradox 2.0
The original Triffin Dilemma (Bretton Woods I) pitted the issuance of international liquidity (USD) against the necessary convertibility into gold, creating a tension between domestic objectives (avoiding inflation) and international objectives (providing reserves). In the Bretton Woods 2.0 framework, the form of this dilemma is rewritten based on strict collateral rules imposed by the GENIUS…
mai 19, 20260Comments