GoldBroker

28/08/2026

Foreign investors are gradually stepping away from U.S. debt, while the Fed and Treasury are increasingly intervening to support the bond market. But if Washington manages to contain long-term yields, where does the risk move next? Gold may already have the answer. (Laurent Maurel)

27/08/2026

Could the new European CRD6 directive mark a turning point in the way Europeans manage their savings? From 2027, certain foreign banks will no longer be able to provide services directly to EU residents, raising new concerns about the free movement of capital. (Philippe Herlin)

Could the new European CRD6 directive mark a turning point in the way Europeans manage their savings? From 2027, certain foreign banks will no longer be able to provide services directly to EU residents, raising new concerns about the fr...

26/08/2026

Stocks are currently celebrating the abundance of liquidity; gold, on the other hand, already seems to be anticipating the future cost of that liquidity.

Japanese financing costs are surging, while U.S. financial leverage reaches levels not seen since the dot-com bubble. As risks build and authorities intervene more frequently, gold appears to be anticipating the tensions ahead.

18/08/2026

France’s 10-year government bond yield has just broken through a major technical level, as the country’s public finances continue to deteriorate. With rising yields, growing sovereign debt concerns and mounting pressure on bond markets, should France be worried? (Laurent Maurel)

France’s 10-year government bond yield has just broken through a major technical level, as the country’s public finances continue to deteriorate. With rising yields, growing sovereign debt concerns and mounting pressure on bond markets,...

18/08/2026

Financial instability is intensifying, while growing U.S. imbalances are becoming increasingly difficult to contain. As the dollar weakens and risks rise, gold is once again at the center of attention. (Julien Chevalier)

Financial instability is intensifying, while growing U.S. imbalances are becoming increasingly difficult to contain. As the dollar weakens and risks rise, gold is once again at the center of attention.

14/08/2026

Is U.S. sovereign risk becoming more concerning than the AI bubble? As Fed and Treasury interventions multiply, investors are increasingly questioning the status of Treasuries as a safe-haven asset. And gold already seems to be reacting. (Laurent Maurel)

Is U.S. sovereign risk becoming more concerning than the AI bubble? As Fed and Treasury interventions multiply, investors are increasingly questioning the status of Treasuries as a safe-haven asset. And gold already seems to be reacting.

13/08/2026

Stablecoins are growing at a staggering pace, strengthening demand for the dollar and U.S. government debt. But can they really save the greenback? (Philippe Herlin)

Stablecoins are growing at a staggering pace, strengthening demand for the dollar and U.S. government debt. But can they really save the greenback?

07/08/2026

Interest rates remain high, but the reality may be very different. Behind the appearance of tight monetary policy, liquidity is rising again and official interventions are multiplying. Could expansionary monetary policy already be making a comeback? (Laurent Maurel)

Interest rates remain high, but the reality may be very different. Behind the appearance of tight monetary policy, liquidity is rising again and official interventions are multiplying. Could expansionary monetary policy already be making...

05/08/2026

While ETFs now account for a significant portion of investment demand, the price of gold appears to be influenced by multiple, sometimes conflicting forces. What is the respective contribution of the dollar, real interest rates, inflation, investment demand, and central bank purchases to the formation of its price? (Thomas Andrieu)

While ETFs now account for a significant portion of investment demand, the price of gold appears to be influenced by multiple, sometimes conflicting forces. What is the respective contribution of the dollar, real interest rates, inflatio...

31/07/2026

The first signs of weakness are emerging at the heart of the AI ecosystem. What if the AI bubble were to burst much faster than the dot-com bubble in 2000? Discover why markets are already beginning to rethink their assumptions. (Laurent Maurel)

The first signs of weakness are emerging at the heart of the AI ecosystem. What if the AI bubble were to burst much faster than the dot-com bubble in 2000? Discover why markets are already beginning to rethink their assumptions.