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.

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

https://www.youtube.com/watch?v=A0EYcwJd3go Michael Oliver’s thesis asserts that momentum precedes price and can signal a reversal before it becomes visible on conventional…

2 days ago

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…

5 days ago

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…

1 week ago

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…

1 week ago

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.…

2 weeks ago

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…

2 weeks ago

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…

2 weeks ago

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…

2 weeks ago

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…

2 weeks ago

From Alchemy to Economics: Synthetic Gold at 850 Dollars an Ounce May Reshape Markets

Marathon Fusion's claim that it can produce stable gold from mercury-198 through neutron transmutation could structurally alter, albeit over the…

2 weeks ago