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Tag: ETF flows

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Black and white abstract design illustrating the concept of tokenization.
Digitalisation

RWA & Tokenization × Commodities. The structural migration of the balance sheet to programmable rails Thesis

The tokenization of real world assets has moved beyond the experimental stage and entered its mass-distribution phase. The market is no longer managed by TVL but by holders: growth now comes from access (distribution), not just size (AUM). The tokenized asset has become a programmable fixed-income instrument, not a speculative vehicle. Key data (August…
10/28/20260Comments

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lntélligence artificielle

IA Supercycle CapEx. Stochastic Regime Modeling, Real Options Valuation, and Material Supply Chain Disruption

The statement by the IMF Managing Director, Kristalina Georgieva, that AI-related infrastructure now captures more than 10% of global merchandise trade, and that global AI investment (as a % of GDP) will reach and likely exceed historically allocated levels for railways, power grids, and telecommunications, marks a macroeconomic regime shift of a magnitude equivalent to…
10/07/20260Comments

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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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Analyse de marchéAnalyse de marché MarketsMarkets

Why OCBC Cut Its Gold Price Outlook by 15% While Other Banks Stay Bullish

On the last day of June, gold traded at $4,023 per ounce. Oversea-Chinese Banking Corporation (OCBC), a major Southeast Asian bank, lowered its year-end gold forecast from $5,100 to $4,360, citing rising real yields, a stronger U.S. dollar, and a more hawkish Federal Reserve policy. https://www.steelldy-indices.com The bank also reduced its silver forecast by about…
07/02/20260Comments

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