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Illuminated Türkiye İş Bankası building in Ankara, Türkiye at night with vehicle motion blur.
Gold Holds Near $4,100 as Geopolitical Pause Eases Sovereign Selling Pressure
https://www.steelldy-indices.com Current gold price is around $4,100-4,103/oz, with a neutral-to-bullish short-term stance but an intact seller regime risk. The divergence alert between the model and Polymarket is not triggered. Semantic NLP shows a "gold distrust" score of 0.48 (down from 0.62), with dominant themes being the Fed decision, US-Iran pause, oil easing, and PBOC purchases.…
Toy soldiers and Iran flag on a world map symbolizing geopolitical tensions.
How the War with Iran Is Shaking Central Bank Confidence in Gold Reserves
https://www.steelldy-indices.com The Iran-United States war, triggered in Q1 2026, introduced a second-order exogenous shock to the gold market, destabilizing the strongest pillar of the decade-long bull run: central bank demand. The announcement of the suspension of gold sales by the Azerbaijani sovereign wealth fund (SOFAZ), forced sales by Turkey and Russia, and the contraction of…
ScoreGex. L’immobilier du pays de Gex est un dérivé du Franc Suisse
Documenté par la recherche académique depuis 1987 (Northcraft & Neale, Organizational Behavior and Human Decision Processes), les professionnels de l'immobilier sont sujets à un biais d'ancrage massif | un indice d'ancrage de 67% a été mesuré chez des agents experts | qui se laissent influencer inconsciemment par le prix affiché plutôt que par une évaluation…
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Micron (MU) Dynamics, Memory Sector Supercycle and AI Infrastructure
https://www.steelldy-indices.com The semiconductor memory industry (MU/Samsung/SK Hynix oligopoly controlling >95% of DRAM/HBM) is in a structural supercycle driven by AI data center demand (hyperscalers investing over $300 billion by 2026). Unlike past cycles (2001, 2008, 2013) dominated by PCs and smartphones, current demand is nonlinear, scaling with LLM size and dataset complexity. Sunk costs from…
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French Sovereign Fragility Index. Critical breach of the 30-year OAT yield to ~4.73% on July 22, 2026
https://www.steelldy-indices.com The yield on the French 30-year OAT bond reached ~4.73% on July 22, 2026, the highest level since the 2008 Global Financial Crisis and Eurozone Debt Crisis. This level is identified as a critical systemic threshold, crossing the 4.50-4.69% zone identified by GARCH-X Markov-switching and DSGE models calibrated on 2000-2026 data. The yield…
Close-up view of ancient Roman silver coins showcasing detailed engravings and historical significance.
Silver Prices Surge Past $121 as Structural Deficit Sparks Liquidity Crisis
https://www.steelldy-indices.com The silver deficit is intensifying, with demand exceeding supply for the sixth consecutive year. According to the Silver Institute, the global market is expected to face a supply deficit of 46.3 million ounces in 2026, bringing the total deficit since 2021 to a staggering 762.1 million ounces. This persistent shortage is notable despite a…
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Silver Supply Deficit to Continue Beyond 2026, But at a Weakening Pace
https://www.steelldy-indices.com The deficit in silver supply is expected to persist after 2026, though its intensity may gradually diminish. @METALOCUS forecasts a slow reduction of the imbalance, but warns that a return to a sustainable surplus would require an extremely rare combination of supply growth and demand decline. Silver mining, which provides the vast majority of…