September 2025
Real assets reclaim the spotlight as the world’s USD 38 trillion debt wall meets a new era of liquidity. Gold breaks inflation-adjusted records, central banks now hold more bullion than US Treasuries, and uranium becomes strategic as AI turns electricity into the new bottleneck
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August 2025
Strong earnings meet stretched valuations as rate-cut hopes fade; tight labour, tariffs and wages argue against easing. Multiples look rich but are backed by real profits, while tokenization advances the next phase of financial infrastructure.
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July 2025
Trump’s $3.3 trillion bill reshapes US taxes, defence spending, and the trajectory of national debt. Europe faces its own squeeze as repayment obligations mount. Bitcoin hits fresh record highs, further strengthening its role in diversified investment portfolios.
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