Thesis. Raw materials are regaining a core portfolio role (hedging a multipolar world and AI electrification), while European ESG shifts…
The numbers, first. Tokenized real-world assets crossed $30 billion in early 2026, a 300% year-on-year increase : US Treasury debt…
The tightening of monetary policy by the Federal Reserve continues to negatively impact the gold market, with many analysts expecting…
Executive Summary The 3:2:1 crack spread serves as a primary proxy for gross refining margins, calculated as: 3:2:1 Crack Spread=2×PGasoline (bbl)+1×PDistillate/Heating Oil (bbl)−3×PCrude (bbl)3\text{3:2:1 Crack Spread}…
Doug Moglia, a strategist at Rockefeller Global Investment Management, identifies gold as the anchor of a new commodity cycle, projecting…
UBS has lowered its 2026 gold price target to $5,500 from $5,900, citing higher Treasury yields and a stronger dollar.…
(1) XRP — Settlement Layer and Liquidity Bridge XRP serves as a neutral liquidity bridge between different fiat currencies and…
https://www.steelldy-indices.com The "USGS 2025 report" refers to the U.S. Geological Survey's Mineral Commodity Summaries 2025 (MCS 2025), the annual publication…
La militarisation de SWIFT et l'usage des réserves souveraines transforment la finance mondiale en zone de conflit. Nous identifions un…
Dans une récente entrevue, l'analyste de métaux précieux David Morgan, auteur du Morgan Report, a averti que le comportement actuel…