The U.S. bond market is experiencing levels of stress not seen in years, as long-term yields continue to climb. Yet gold is ...

Rising interest rates are reigniting concerns over public debt, particularly in France. As the cost of servicing debt could ...

Fed reserve injections and rising long-term yields. As the U.S. bets on AI to boost productivity, the balance between debt, ...

France’s debt is becoming increasingly concerning, but what would a full-blown debt crisis actually look like? From soaring interest rates and refinancing difficulties to austerity and ECB ...

At this historic juncture, as fall approaches and budget votes loom, debt is at the center of every debate. Everyone is gradually coming to realize — whether consciously or not — that this issue is ...

The markets have reacted with relative calm to the latest developments in the Middle East. The new attacks on Saudi oil facilities in Abha and Jizan, Iran’s threats to establish a maritime exclusion ...

No one has mentioned this yet, but let’s get ahead of the question. Since we’re in the thick of the presidential election campaign and ideas we might call “original” are starting to pour in, it’s best ...

This week, we will revisit two key gold ratios: Dow/Gold and NASDAQ/Gold. In a bonafide bull market, Gold will substantially outerform these stock indices, which the yellow metal has done overall ...

The movements currently being observed in the markets appear contradictory. U.S. banks are rising sharply, yet long-term bonds are refusing to follow suit decisively; gold remains in high demand, and ...

Yields on Japanese bonds continue to rise. This week, 2-year and 5-year rates reached their highest levels in 31 years, while the 10-year yield is at a 30-year high. To most investors, these figures ...

The yield on France’s 10-year OAT has just crossed an important technical threshold, breaking out of the handle of the cup-and-handle pattern that had formed over the past few months: For technical ...

In June 2025, I explained that the main risk to the markets might not be the rate hike itself, but rather the widespread adoption of the steepener trade. At the time, most investors were betting on a ...