BIS

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.…

4 hours 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…

12 hours 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…

3 days ago

From Speculative Tokens to Yield Instruments: The Revenue-Structure Paradigm in Tokenized Assets (2026–2035)

The defining shift in digital assets this decade is not a price level. It is a change in structure: from…

5 days ago

Macro environment: duration, dollar, oil, politics

The dominant factor in September is not an endogenous crypto narrative but a regime of real rates and geopolitical energy…

6 days ago

Crypto Markets Show Recovery Signs But Face Three Key Frictions Ahead

The market has exited the capitulation phase of June 2026, where BTC fell below $60k, driven by ETF creations and…

1 week ago

Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI…

2 weeks ago

Crypto Short Squeeze

Bitcoin surged to $76,800-$77,600, gaining 6-8% in 24 hours and 20% for the week. The market saw over $4 billion…

2 weeks ago

CBDC: 137 countries in the race, but who is measuring the actual speed of adoption?

The Quietest Race in Monetary History Never before have so many central banks worked simultaneously on the same transformation. According…

3 weeks ago

ScoreGex. De l’AVM local à l’oracle de rente institutionnel

"L'immobilier tokenisé est le segment le plus difficile à mesurer", c'est exactement le vide que ScoreGex peut remplir. Le marché…

3 weeks ago