Inflation

Continued rate hikes. ECB towards 3.75%. Fed towards 5.75% by end of 2026

These projections come from a complete hybrid Monte Carlo simulation (incorporating coupled stochastic processes, embedded HMM regime-switching, an affine term…

4 months ago

Gold vs. Bonds: As Central Banks Hike Rates, Investors Ditch the Yellow Metal for Yield

Gold is currently weakening despite inflation, due to several key factors. In May, Germany’s inflation rate was surprisingly moderate at…

4 months ago

Beyond the Bullion: Quantifying Gold’s Future Value in a Debt-Ridden World

The technical analysis posits a bullish outlook for gold, targeting $17,250/oz, underpinned by structural US fiscal dominance, accelerated de-dollarization, and…

4 months ago

Refinery Activity and Supply Chain Integrity

Executive Summary Satellite signatures combined with AIS vessel tracking and OSINT currently indicate elevated refinery activity in US/Europe amid global…

5 months ago

Inflation Surge Crushes Gold & Silver Amidst Geopolitical Turbulence

Gold prices have plummeted, trading near $4,078.00, down 4.26%, and silver near $63.605, down 2.66%, following Wednesday's trading close. This…

5 months ago

Gold Prices Dip, But Fund Manager Sees Long-Term Rally Intact

Excerpt from the article by Neils Christensen The gold market has experienced a downturn, with prices falling below $4,500 and…

5 months ago

The “New Dilemma”: Mathematical Formalization of the Triffin Paradox 2.0

The original Triffin Dilemma (Bretton Woods I) pitted the issuance of international liquidity (USD) against the necessary convertibility into gold,…

5 months ago

Inflation Shock Triggers Counterintuitive 1.5% Gold Plunge as Fed Hike Bets Soar

On Tuesday, May 12, 2026, gold prices dropped by 1.5% to $4,665 despite the US Bureau of Labor Statistics reporting…

6 months ago

Gold ETFs See Strong Inflows Driven by European and Asian Demand Amid Inflation Fears

Global gold ETFs registered inflows despite inflationary risks, with gold prices hovering near 4,700 per ounce at the start of…

6 months ago

Market Mania: US Stock Market Cap Hits 252% of GDP, Far Exceeding 1929 Levels

As of April 30, 2026, the Buffett Ratio (Wilshire 5000 / annualized nominal GDP) reached 227%, with a peak high…

6 months ago