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Elegant architectural facade of Banque de France in Avignon against clear blue sky.
En chiffresEn chiffres

Spread Soars Beyond Historical Records, Signaling Imminent French Bond Market Collapse

The French debt crisis is escalating, raising increasing concerns about the nation's sovereign debt. On Monday, it was reported that Shinji Kunibe, a bond portfolio manager at Japan's Sumitomo Mitsui DS Asset Management, decided to fully sell his holdings of French debt securities. Kunibe explained his decision by noting that while French bonds had offered…
10/09/20260Comments

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A collection of shining gold bars and coins symbolizing wealth and investment.
Analyse de marchéAnalyse de marché

Why Diesel Prices Are the Real Story and What They Mean for Gold Investors

The Federal Reserve's decision to raise interest rates by another 25 basis points has drawn market attention, with 10-year Treasury yields exceeding 5%. However, Laurent Morel believe investors are overemphasizing the Fed's actions. While central banks can influence demand through borrowing costs, they cannot address physical supply constraints, no rate hike can produce an extra…
09/22/20260Comments

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A stunning aerial view of the iconic Atlantis Hotel on the Palm Jumeirah in Dubai.
Analyse de marchéAnalyse de marché

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 core issue is that direct capital flow data is unobservable, and all available proxies (e.g., exchange volume, on-chain data, stablecoin supply, real estate sales, surveys, suspicious activity reports) suffer from significant biases. These proxies measure…
09/19/20260Comments

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Focused image of 100g Intergold bars showcasing fine gold quality and luxury.
Analyse de marchéAnalyse de marché

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 price (Sept 18, 2026): $4,344.67, consolidating post-Fed. - Performance since Sept 2023: +125%, indicating a structural bull market. - Fed decision (Sept 16, 2026): Raised rates by 25 bps to 3.75-4.00%, the first hike since…
09/18/20260Comments

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Analyse de marchéAnalyse de marché

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; now, gold reaches all-time highs despite elevated real rates (~2.0%). Central banks from emerging markets have structurally increased gold purchases to ~1,000 tonnes/year (2022-2024), up from ~500 tonnes, shifting away from dollar reserves. This creates…
09/18/20260Comments

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