Journal
April 2026
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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 […]
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IGWT Monthly Gold Compass – April 2026
We are pleased to present to you the IGWT Monthly Gold Compass for April 2026, which contains a wide range of popular charts.
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The Market’s Blind Spot: Energy‑Driven Inflation in a World Beyond Gravity
Good Morning Ladies and Gentlemen “What started as an event a year ago became a pattern, became a trend, and is now a certain trend that can be extrapolated.” Peter Atwater The Greeks and Spartans inflicted substantial losses on the Persians, who, under King Xerxes, held advantages in both numbers and weaponry. The Battle […]
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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.