Financial crisis

The US real estate market is paralyzed as it awaits a Fed rate cut, while the reduction of import duties on gold in India stimulates demand for precious metals.

The collapse of the correlation between the gold price and real interest rates raises many questions. In the old paradigm, it was unthinkable that the gold price would trend firmer during a phase of sharply rising real interest rates. Gold and gold investors are now entering terra incognita.

France's image in the world is plummeting at a time when its budget deficit appears to be totally out of control, reaching the same level as at the time of the Covid crisis. Remember that half of France's public debt is held by foreign investors. Any significant lack of confidence would result in...

Gold is currently benefiting from concerns over the dual problem of debt and deficit in the United States. The more tangible the signs of economic slowdown, the more gold will succeed in reaching highs.

Taking stock of Brexit also means recalling the historical events of the past few years. The poor economic results are in fact as much attributable to Brexit as to the many recent crises, ranging from the health crisis to the Ukrainian-Russian war and geopolitical tensions around the world.

We'll try to understand how a recession manifests itself and how long it takes to materialize. As a reminder, recessions are often beneficial for gold price growth.

As we near the end of a monetary era, key dominoes like political stability, currency, and debt will fall, causing social unrest, war, and economic collapse, with gold becoming a critical stable asset and its value significantly increasing.

When a single stock soars, we often lose sight of the bigger picture. NVIDIA, for example, allows us to overlook the fact that banks are facing record losses due to the collapse of the bond market.

The dissolution of the French National Assembly is totally irrational, but the President Macron has decided to go ahead with it, so we'll just have to live with it. A huge period of uncertainty is opening up, and the markets don't like it (the CAC 40 has wiped out all its gains since the start of...

Tavi Costa emphasizes the importance of identifying macroeconomic trends, particularly the growing shift towards hard assets like gold amidst global inflationary pressures and geopolitical changes. He points out the rising demand for commodities like copper and the underinvestment in precious met...