From the Journal
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Peace Priced In; Orderly Markets and a Fragile Narrative
Good Morning Ladies and Gentlemen “Iran’s so far away, stocks can hit a record.” John Authers The ten-year inflation rates remain significantly lower than the levels observed during the Liberation Day panic. Despite the recent uptick in energy prices, the inflation swap market is exhibiting only a gradual increase. It maintains a stable trajectory, […]
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Incrementum Bitcoin Compass – Q2 2026
We are pleased to present the Incrementum Bitcoin Compass for Q2 2026. It is packed with the most important charts centering around Bitcoin.
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In Gold We Trust report 2026 Preview Chartbook
As tradition has it, we’re excited to share our Preview Chartbook – a first glimpse into some of the key themes and visuals that will shape this year’s report.
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The Goal
Good Morning Ladies and Gentlemen “All this hasty ‘shooting from the hip’ will have massive long-term consequences for U.S. financial hegemony. Washington is increasingly losing control here.” Ronald P. Stöferle, Partner at Incrementum AG From a historical standpoint, the belief that relations between Europe and the US have reached unprecedented precariousness today is fundamentally […]