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Analyse de marché

Toute l’actualité de la finance et des marchés (Banques, assurances, gestion d’actifs, M&A, matières premières…). Vidéos, analyses, commentaires et interviews.

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STEELLDYThrough Steelldy consulting company, I assist companies, fintechs, and institutions in two key areas: ◙ Economic and financial statistical modeling via our DaaS & SaaS software (macroeconomic index platform). Analysis of the transition to a multipolar world: stablecoins, gold, copper, precious metals, industrial metals, oil, dollars, euros, yuan, yen, rubles, CBDC, BISIH, mBridge, Unified Ledger, BRICS, and global regulations. ◙ Web3 Law & Taxation Legal and Tax structuring of blockchain-based projects, RWA, tokenization, cryptocurrency (stablecoins, CBDC), decentralized autonomous organizations (DAO), MiCA compliance, ISO 20022, AI, MANBRIC/biotech technologies, robotics, smart cities, and ESG taxonomy.

Analyse de marché

Toute l'actualité de la finance et des marchés (Banques, assurances, gestion d'actifs, M&A, matières premières...). Vidéos, analyses, commentaires et interviews.

Analyse de marché

Microsoft FY2026 Q3: Growth, AI Investment, and Valuation Risks

Microsoft’s FY2026 Q3 results reveal a structural shift in the economics of hyperscalers: despite revenue growth of +19% year over year to 92,3 Mds and Azure growth of +48%, supported by a 677 Mds $ backlog, rising capital intensity is temporarily eroding shareholder value. CapEx is projected to reach 42,7 % of revenue in FY2026,…

10 hours ago0Comments

ByOleg Turceac

A detailed view of a forex trading chart showing market fluctuations with copy space.

Analyse de marché

Why the XAU/Gold ratio emerges from 13 years of compression

Michael Oliver’s thesis asserts that momentum precedes price and can signal a reversal before it becomes visible on conventional charts. Momentum Structural Analysis (MSA) prioritizes momentum structures, unlike traditional indicators such as RSI and stochastic oscillators. An MSA oscillator measures the normalized deviation between price and its long-term moving average, using filtering designed to…

11/04/20260Comments

ByOleg Turceac

Analyse de marché

Evolution de la valeur marchande de certains footballeurs

Notre analyse présente les 10 plus gros gagnants et perdants de valeur sur le marché des transferts entre janvier et octobre 2026, selon Sportingpedia et Transfermarkt. Chez les gagnants, Lennart Karl (Bayern) a la plus forte augmentation en pourcentage avec +3900% (de 1,5M€ à 60M€), tandis que Yan Diomande (Leipzig → Real Madrid) a le…

11/01/20260Comments

ByOleg Turceac

Analyse de marché

Stablecoins, CBDC & ISO 20022

Thesis. 2025-2026 is the moment when programmable money shifted from experiment to regulated infrastructure. Three layers converge: private stablecoins (GENIUS Act/MiCA), wholesale CBDCs (Agora, mBridge), and a common data grammar (ISO 20022 exclusive since November 2025). The dollar is being "privatized-programmed" abroad while Europe builds regulatory monetary sovereignty: this is the monetary geopolitics of the…

10/28/20260Comments

ByOleg Turceac

Analyse de marché

Gold fell below USD 4,000/oz (USD 3,990–3,996 on October 27)

Gold fell below USD 4,000/oz (USD 3,990–3,996 on October 27), declining by more than 20% from its January 2026 all-time high (above USD 5,400) and ending 2026 down 7.5%, alongside Bitcoin (-7.3%), with both assets ranking last among major asset classes. This configuration is historically unprecedented: it is the first time a calendar year has…

10/27/20260Comments

ByOleg Turceac

A dramatic upward shot of Azadi Tower against a blue sky in Tehran, Iran.

Analyse de marché

Iran Conflict Delays Gold’s Rise to $5,000

Impact of the Iran conflict and rising energy prices on gold price dynamics and the state of the mining sector. The views of Chris Mancini, co-portfolio manager of the Gabelli Gold Fund (GOLDX), are based on an analysis of current economic conditions and expectations ahead of the release of third-quarter earnings reports. The conflict…

10/26/20260Comments

ByOleg Turceac

Close-up of hand writing cryptocurrency related words on a whiteboard, featuring BTC, ETH, and economics.

Analyse de marché Digitalisation

Blockchains, DAO & MiCA Compliance: regulatory costs are becoming a barrier to entry

Thesis. The 2024/2026 cycle has transformed compliance from a cost center into a competitive moat. In Europe, the crypto market has become license only (the end of MiCA grandfathering on July 1, 2026); in the United States, the securities/commodities boundary is being established by the CLARITY Act (§10505, Senate vote on September 15, 2026). For…

10/25/20260Comments

ByOleg Turceac

Dynamic low angle view of glass skyscrapers in La Défense, Paris under a clear blue sky.

Analyse de marché

Classement des banques de détail en France (nombre de clients, septembre 2026) et structure du marché

Crédit Agricole (réseau) reste largement en tête (~25,5 M), suivi de La Banque Postale (~18 M) et Caisse d’Épargne. BoursoBank est confirmé à 9,1 M fin juin 2026 (communiqué officiel). Revolut se situe autour de 7–8 M (annonces 7 M fin 2025 / 8 M juillet 2026). BNP Paribas réseau est plus bas (~7,2–7,3 M).…

10/25/20260Comments

ByOleg Turceac

Close-up of Bitcoin coins on paper cash, with a green color tint.

Analyse de marché

The Distribution War: Why Tokenized Equities Will Be Won on Rails, Not Assets

The week of August 19 25, 2026 will be remembered as the moment tokenized equities stopped being a roadmap slide and became a product. Coinbase listed tokenized Apple, Nvidia, Meta and Alphabet shares on Base using its purpose-built B20 standard, backed 1:1 by shares in ADGM regulated custody, with Chainlink providing pricing and roughly fifty…

10/24/20260Comments

ByOleg Turceac

Analyse de marché

Gold vs Oil: A 44% Plunge No Dollar Price Can Show

The current dynamics between gold and oil are not a matter of a simple positive or negative correlation, but rather a self-reinforcing feedback transmission mechanism in the short term: a rise in oil prices (Brent at $108–112/b in October 2026 due to tensions in the Middle East) revives inflation expectations (U.S. energy inflation at 16.3%…

10/23/20260Comments

ByOleg Turceac