Gijsels Philippe

A New Precious Metals Paradigm? ✨ As inflation remains persistent and central banks navigate increasingly complex policy decisions, some analysts such as Philippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, are pointing to a potential “physical realignment” in #gold and #silver markets. The thesis: • Structural inflation pressures • Ongoing central bank intervention • Growing divergence between physical and paper markets Together, these forces could reshape how gold and silver are priced and valued over time — with some even outlining significantly higher long-term price scenarios: 👉 kitco.com/news/article/2… @pgijsels

Gold $10,000 & Silver $200? Philippe Gijsels: “Largest Bull Market in History” Begins The "Paper" markets are in a panic, but the "Physical" world is just waking up. @pgijsels returns to Kitco News with @JeremySzafron to break down a week of absolute chaos: from a blistering 8.4% annualized PPI print that has the Federal Reserve’s hands tied, to the massive escalation in the Middle East. We explore the first direct strikes on Iran’s upstream gas infrastructure at South Pars and why $109 Brent oil is just the beginning of a fragmented, weaponized energy order. Full video at Kitco: youtube.com/watch?v=wMYUp4… Gijsels provides his most aggressive outlook to date, detailing why he believes Gold is headed to $10,000 and Silver is targeting $200 as the global "Monopoly Money" system finally meets its match in physical scarcity. We also dive into his HALO framework (Heavy Assets, Low Obsolescence), the "Turbo" opportunity in mining equities, and why your traditional 60/40 portfolio is effectively being liquidated by inflation. TIMESTAMPS 00:00 — Inflation Meets War Shock: Analyzing the 0.7% PPI surge and the immediate escalation in the Iran war. 01:04 — Commodities Bull Thesis: Why Gijsels calls this the "largest bull market in history". 02:49 — Why Gold Sold Off: Safe haven flows, the dollar's strength, and why gold hasn't fully benefited—yet. 05:08 — Silver Leverage Unwind: Understanding the "disorderly" move and the profit-taking at $60. 07:40 — Targets and Supply Crunch: Long-term "wild targets" of $10,000 Gold and $200 Silver. 10:20 — Energy Crisis Repricing: The South Pars strike, the Jones Act waiver, and the $109 Brent floor. 14:26 — Fragmented Oil Markets: Why the global oil market is splitting into competing political blocks. 18:39 — Central Banks Lose Control: Why the Fed and ECB will eventually "let inflation run" to manage debt. 25:24 — HALO Real Assets Rotation: Moving away from digital abstractions toward "Heavy Assets, Low Obsolescence". 28:04 — Tokenizing Commodities: The shift from paper exposure to direct programmable claims on physical metal. 32:34 — Why Miners Lag Metals: The "Turbo" opportunity in mining stocks and Tier-1 capital discipline. 35:32 — What Could Break the Bull: The deflationary risk and the "depression-style" bust scenario. 37:16 — Wrap Up and Key Takeaways: The structural case for hard assets in a "Material World".

The Federal Reserve held interest rates steady today. @pgijsels tells Kitco News that central banks are now forced to let inflation run to protect growth, marking the second inning of the largest bull market in history. Long-term targets of $10,000 gold and $200 silver, viewing the current sell-off as a technical de-leveraging event rather than a trend reversal. youtu.be/wMYUp4RHz7k

@pgijsels, altijd kalm en met overzicht. standaard.be/economie/hoe-z…