According to the Congressional Budget Office’s most recent estimate, the United States could face a fiscal crisis sometime between mid‑August and the end of September, when the Treasury’s temporary accounting measures used to avoid surpassing the debt ceiling are expected to be exhausted. This revised projection pushes the potential deadline roughly two weeks later than … Read more

Switzerland’s gold reserves — all 1,040 tonnes — remain intact. That choice to hold, not sell, signals confidence. The SNB posted a CHF 7.8 billion valuation gain on gold in Q1 2026 alone, underlining gold’s role as a stabilizing asset in volatile markets. Global central-bank gold demand surpassed 1,000 tonnes annually in 2022–2024, then eased … Read more

Crypto treasury firms are increasingly entering public markets via SPACs and reverse mergers to leverage token volatility and investor interest. Supported by investors such as SoftBank and Cantor Fitzgerald, newcomers like Twenty One Capital and ProCap Financial are accelerating transactions that echo the approach taken by Strategy, a firm whose Bitcoin-focused model has produced significant … Read more

Silver moves quickly. In 2025 it rose more than 150% while gold climbed roughly 66%. In prior cycles silver has also crashed just as dramatically. That pattern reflects the market’s structure—most importantly, its size. The most important factor? Size. How Big is the Gold Market Compared to the Silver Market? Gold’s total above-ground stock is … Read more

Gold’s rally has continued into 2025, with prices up more than 25% and the metal on track for a third consecutive year of double-digit gains — a streak not seen since the mid-2000s. This strong performance has diverged from traditional drivers, as gold has not followed the usual relationship with real yields or the U.S. … Read more

The data are clear: after reviewing multiple consultancy reports, the silver market has moved into a genuine supply/demand imbalance. The current structure of the market sets the stage for a potential crunch if trends continue. Silver has traded in a range for about five years, but beneath that sideways price action a structural shortage has … Read more

Despite recent US policy changes that reduce federal electric vehicle targets, industry experts remain confident in continued strong demand for critical minerals. Global EV adoption is growing rapidly, and the momentum—especially in key markets such as China—supports sustained demand for batteries, raw materials and associated supply chains. The policy shift has prompted short-term market reactions, … Read more

Federal Reserve Chair Jerome Powell confronts a pivotal moment at Friday’s Jackson Hole symposium as he weighs competing pressures from the White House, markets and the economy. President Donald Trump has intensified calls for steep rate cuts — urging the Fed to lower the federal funds rate toward 1% — while many investors anticipate a … Read more

Yes. The 60/40 portfolio no longer provides the diversification it once did, central banks bought 863 tonnes of gold in 2025—nearly double their pre-2022 pace—and fiscal trends continue to erode the purchasing power of fiat currencies. A 5–15% allocation to gold remains justified, and the forces supporting that allocation have only become more pronounced. In … Read more

Federal Reserve Governor Michelle Bowman indicated Monday that she could support cutting interest rates as soon as the July 29-30 policy meeting if inflation remains under control. Speaking in Prague, Bowman said moving policy rates closer to a “neutral” level would help sustain a healthy labor market and economic balance. Her remarks follow a similar … Read more