13 articles
Geopolitical tensions following U.S. military action in Iran have sent oil prices soaring and rattled global markets. Investors are closely watching the impact on inflation, interest rates, and the U.S. dollar.
Despite a significant weakening of the US dollar to multi-year lows and a surge in gold prices, Bitcoin has failed to rally, instead experiencing a sharp decline. This divergence is attributed to tightening global liquidity, the looming debt refinancing crisis, and Bitcoin's increasing correlation with tech stocks as a risk-on asset.
The nomination of Kevin Worsh as the next Federal Reserve Chair has sent shockwaves through financial markets, triggering sharp declines in gold, silver, and Bitcoin. Worsh's dual reputation as a crypto-aware pragmatist and a staunch monetary hawk creates significant uncertainty about future liquidity conditions and their impact on risk assets.
Tether has launched a new U.S.-focused stablecoin, USAT, to comply with American regulations and compete directly with Circle's USDC. Simultaneously, Tether is aggressively accumulating physical gold, signaling a broader diversification strategy beyond its dominant USDT stablecoin.
China's massive monetary expansion is largely bypassing Bitcoin due to regulatory bans, instead fueling a rally in gold. This "liquidity wall" highlights how geopolitical factors and asset inefficiencies impact global capital flows and asset performance.
The year 2025 defied market expectations with strong returns in Canadian equities, a surge in gold prices, and a correction in real estate. Investors learned valuable lessons about diversification, the stock market versus the economy, and the importance of sticking to long-term plans.
China and other central banks are accelerating their purchases of gold, signaling a strategic shift away from U.S. dollar-denominated debt. This move could diminish structural demand for the dollar and potentially lead to increased inflation.
Gold is surging to new highs, backed by central bank purchases, while Bitcoin lags. Analysis suggests this could be the start of a multi-year "capital rotation" favoring hard assets over stocks, echoing historical patterns from the 1970s and early 2000s.
Gold prices are surging, outperforming major indexes, as analysts point to a potential major capital rotation event. This suggests a prolonged period of stock market underperformance, potentially lasting over a decade.
Central banks are buying gold at the fastest pace in modern history, driven by soaring government debt and geopolitical shifts. This institutional demand is providing strong support for gold prices, contrasting with Bitcoin's performance.
