Archives
As Biden puts the kibosh on US anti-China rhetoric – by reversing Trump’s actions against TikTok and WeChat,[1] for example – our team anticipates that a far more fundamental systemic rivalry will soon become evident: that between the UK and China. And make no mistake: the forces at play are far less unbalanced than they […]
Crypto-currencies: Maximum mistrust // Dollar : Standardisation // Technology stocks: Too virtual // Iron ore: Volatility in sight // Oil: Agility, security // If the “back to basics” trend that we have been observing for several months starts to dominate, as our research on energy and commodities seems to suggest, here is a new set […]
One piece of business news with political significance: French and Italian media giants Vivendi (Bolloré) and Mediaset (Berlusconi) are throwing in the towel on their differences, each going their own way.[1] The end of the feud allows the Italian group to move forward with its great ambition: the Media for Europe project[2], merging its Italian […]
The price of the 2nd most traded commodity (oil being number one[1]) is soaring. At a time of recovery and infrastructure plans, and illustrating the “back to basics” trend, iron ore is the object of all sorts of lusts. While some incumbent interests prefer to optimise their margins by letting prices rise, others are working […]
To tackle a subject as complex as energy, the LEAP teams called on the collective intelligence of the GEAB, through the GEAB Café of 20 April, and the active participation of Greg de Temmerman and other discreet contributors, whom we warmly thank for assistance. If you wish to also take part in this type of […]
Our universe is an ever-changing web of abundant energy, it is a central aspect of life and all human activity. Yet if we see energy through the lens of our economic activity, it appears as a limited commodity. In this future energy technology timeline, we wish to cast a look at the current energy transition, […]
The post-Covid world is multipolar, with at least three of the major poles competing for mineral resources and industrial production. Until recently, this competition was mainly reserved for the western poles – the United States and Europe. But a third continent has joined those two: Asia. The trend is inexorable. For the past 20 years, […]
Prices: Inflation, inflation, inflation // Equity markets: Reversal for sure // Taxes: What else? // Bitcoin-gold: Decoupling // _______________________________ Prices: Inflation, inflation, inflation // Whichever direction you look, inflation is showing its face. It is everywhere: in economic stimulus packages, in bond yield increases, in the reversal of monetary policies, in energy transition programmes, in […]
The year 2025 is not so far ahead but it is a relevant horizon because it corresponds to the moment when beginner business students will resolutely enter the job market. However, due to the Covid-related acceleration of socio-economic transformation, what this job market will look like by then is a concern for schools and students. […]
2021-2022 18-21/04/2021: The Boao Forum for Asia (BFA) Annual Conference 2021, “A World in Change: Join Hands to Strengthen Global Governance and Advance Belt and Road Cooperation” will take place in Boao, Hainan. 2021 marks BFA’s 20th anniversary. Since the Forum’s establishment, BFA is committed to promoting Asian economic integration and the world’s common development.[1] […]
By 2030, the International Space Station may have become the first space museum of the late 1990s, when everyone tried to work together. By prohibiting the Chinese from boarding the ISS in 2011,[1] the US compelled China to go its own way. As a result, like during the Cold War years, the next stage of […]
Faced with the immense challenges that the US-China confrontation poses to the world, Europe must be aware that it is not a negligible player, that it must publicly state its specific interests (peace, prosperity, autonomy), and build a strategy aimed at not getting trapped in the wars of others, following one guideline: to base the […]
In the US-China war trap which has deepened in recent years, with Joe Biden’s arrival in the White House and his strategy of rallying a camp of “allies” around America in order to “contain” Chinese power,[1] Europeans may be tempted to believe that the Western camp will eventually win. This feeling is reinforced by the […]
A short guide for investors in times of reflation/inflation In the current context of extreme uncertainty, we have put together a series of 8 recommendations and practical tips to get you through this period of reflation/inflation. . Equities: Run away! The rise in debt announces a series of bankruptcies, of which Greensill is a precursor. […]
After years of depressed prices as a result of short selling[1] and the distraction of cryptocurrencies, the silver price is currently showing improved strength – even while it continues to be buffeted on all sides by contrary winds. The white metal has recently benefitted from a dramatic surge in interest, with prices climbing to levels […]
Whether or not one believes in the prophecy of Saint Malachi, who identified Pope Francis II as Peter the Roman (the last of a line of 112 popes)[1] one thing is certain: in the inevitably very symbolic and probably somewhat superstitious universe of the seat of the Catholic Church, this kind of “anticipation”, active since […]
Integration of an open foresight approach into the decision-making process, willingness to involve citizens to it, visionary and ambitious strategies… what’s happening to the European Commission?!! Our junior team immersed itself in a series of reports published over the last few months and interviewed one European official to try to get a clearer picture. Their […]
The ideological revolution of the European Union (EU) imposes a corresponding structural revolution. 2020 has accelerated all the trends of systemic transformation. But in 2021, this free flight into the interstellar void of our locked down planet will experience the turbulence of its entry into the atmosphere of the ‘world-after’. For the last 20 years, […]