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.

Measuring crypto outflows from the UAE, particularly after a geopolitical event (Epic Fury) on February 28, 2026

The hypothesis is that crypto flows become a significant channel for High Net Worth Individuals (HNWI) leaving the UAE. The…

2 days ago

Gold’s +125% Surge Since 2023 Defies Rate Hikes: Fed’s First 2026 Increase Triggers “Buy the Fact” Rebound Toward $4,344

Summary. Quantitative Analysis of Gold Performance (+123% Since September 2023) and 2026-2027 Projections Post-Fed Decision A. Executive Summary. Gold spot…

3 days ago

Fed Poised to Hold Rates Steady, But “Higher for Longer” Guidance Looms

The provided article is a financial news analysis of the September 19-20, 2023, FOMC meeting, confirmed by internal data and…

3 days ago

Why Gold Is Hitting Record Highs Despite Higher Interest Rates

The structural relationship between gold and US real rates has broken since 2022. Previously, gold moved inversely to real rates;…

3 days ago

Gold prices may be testing the U.S. Federal Reserve’s bluff, according to Peter Reagan

In a recent TradingView article, the question was raised whether gold could surpass $4,500 if U.S. employment data lowers expectations…

1 week ago

Commodities & ESG taxonomy: real returns in a world of real assets

Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts…

2 weeks ago

Gold  against stocks

Gold was indeed a high-Sharpe asset during certain windows from 2025 to early 2026, and long-term bonds did under perform.…

2 weeks ago

The Perfect Storm: Oil’s Spike, Japan’s Debt Shock, and Nvidia’s Quiet Bond Exit

Oil prices surged sharply after the US announced new strikes on southern Iran. Brent crude exceeded $92 per barrel, while…

2 weeks ago

Rising Demand for Direct Ownership of Physical Gold

The Financial Times reports a marked shift among wealthy investors toward direct ownership of physical gold and secure, individually allocated…

2 weeks ago

Structural Shifts in Central Bank Demand Are Redefining Gold’s Support Levels

According to Société Générale, the time has come to view gold optimistically again, as they observe a gradual recovery after…

2 weeks ago