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Germany: An Arrhythmia at the Heart of Europe

We anticipate that this European state will face several economic, cultural and political difficulties this year and next. First, the rise of the euro will hurt German exports; the stabilisation of oil prices prohibits the oxygen balloon effect of prices declines of 2015; failure of the migrant strategy puts Germany face to face with all […]

Investments, trends and recommendations (Mar 2017)

General strategy: the eye of the storm Like we started warning in our last GEAB issue, the utmost caution is still required these days. The appearance of recovery, here and there, is either the effect of short-term communication, or sources of disruptions with unpredictable consequences (or both). Our general advice is to stay vigilant and […]

Multipolar World 2022: India’s Power Strategy via Washington

In view of China’s demographic being overtaken by India by 2022, India will use the structuring rivalry of the new world order emerging between the United States and China to advance its own interests, by operating a tactical rapprochement with Washington. This new partnership will be part of a struggle against Chinese trade surpluses and […]

Investments, trends and recommendations (Apr 2017)

Euro-diversification As part of our forecasts mentioned above on the probable reform of the common currency, we recommend people to “diversify their euros” simply by placing part of any liquid savings in euros in banks from various countries of the monetary zone. With online banks, all this is transparent, extremely quick and free of charges […]

Investments, trends and recommendations (May 2017)

Oil – It’s working In spite of many interests that obviously want to minimise the impact of the agreement on oil production between OPEC and its allies, and doubts related to the sustainability of the deal, it seems that Russians and Saudis are planning to extend the Vienna Agreement[1] until – at least – the […]

Investments, trends and recommendations (Jun 2017)

Oil: counter-direction The day the coalition around Saudi Arabia announced a cut of diplomatic relations with Qatar, risking the “koweitisation” of the latter, the oil prices… collapsed. This is not the first time we have noticed that outbreaks of conflict are no longer causing price surges. This fact validates the axes we have been following […]

Listening to the weak signals of trends: our selection (Jun 2017)

The anticipation work must watch closely the “weak signals”, as futurists used to call them. They are accessible items of information, but hardly reflected within the media, information which provides relevant insight into major changes in society. Paying attention to those signals, interpreting them and cross-referencing them is part of the work of any decision-maker […]

United States, Fed, T-Bonds: The US federal level will undergo a budgetary slimming regime

The United States and Europe present striking similarities in their destinies. The way Brexit (itself a negative event) manages to free an EU paralysed by vast structural dysfunctions; Trump’s election (so traumatic for the Americans) probably provides an opportunity to redeem the country (and its partners) from a stifling allegiance system. We have repeatedly shown […]

Investments, trends and recommendations (Sept 2017)

Peer-to-peer economy 0 – Traditional Economy 1 In this GEAB bulletin the article dealing with the Airbnb and similar businesses shows that the “traditional” economy has not yet said its last word, although the peer-to-peer economy as a whole has a very bright future. A few years ago or even recently it was particularly wise […]

Calendar of Future Events – October 2017/February 2018

Three times a year, as part of its decision-making toolbox, the GEAB team prepares for you a factual map of the next four to six months. . July 2017 – June 2018: Visegrad Group – Rotating Presidency Figure 1 – Visegrad Group. Source: Wikipedia   Hungary is holding the rotating presidency of the Visegrad Group […]

United Kingdom: Towards a May-xit

“Since there is no future, the wanderings of the past are back in Europe”. On this topic, our team finds interesting to identify some sort of an echo of the Continental Blockade[1] within the Brexit affair. There will be of course no strict parallel, but this parallel might show that Brexit is at least as […]

Investments, trends and recommendations (Nov 2017)

Strategic recommendation: remain covered Even though this GEAB bulletin is optimistic and sees the end of the transition tunnel focused on peace in the Middle East, we shall keep our warning of the last two months: remain covered until the end of the year! We are in the middle of a global geopolitical reconfiguration era, […]

The internationalisation of the Yuan: Securing China’s financial system

China’s decision to introduce in 2018 the gold-convertible petro-gazo-Yuan currency is an important step in the process of internationalisation of the Yuan. It confirms the will of Beijing (asserted for a decade already) to impose the Renminbi (official name of the Chinese currency) as new global reference currency. In October 2016 the IMF decided to […]

Investments, trends and recommendations (dec 2017)

Bitcoin: in and out Whilst maintaining our recommendation to be extremely cautious on Bitcoin, we suggest to those who wish to test it one simple method: buy an amount of Bitcoins which you are ready to lose and resell it as soon as it reaches the value you have previously targeted; take another amount you […]

Investments, trends and recommendations (Nov 2018)

– European Automobile Industry – The long and winding road
– GM – LOL
– General Electric – Will it fail or not?
– Oil: Seesawing to its death
– Financial market: Ashes to ashes, junk to junk
– Investments – Where does the money go? 
Convinced that the emissions scandal is now behind it, the German automobile industry is ready to restart. VW (Volkswagen), for instance, lined up 440,000 vehicles in October (compared to the 310,000 last August). But two markets are about to escape VW – and not the least important …

Oil: Determining the date of the tipping point

Our readers know what the dollar is becoming – a currency like any other. Also, they will not be surprised to learn that  oil is following the same path and becoming a source of energy like any other. First, have a look at the following graphs of global energy and oil consumption; one from the […]

Weak signals: Trends in a changing world

The Food Blockchain Waste, traceability requirements, increased food risks, decentralised production, the costs of this global food-industry, consumer prices: Consumers and industry players are becoming increasingly demanding about transparency within the agri-food sector, the origin and composition of products and the processes involved in their transformation. Manufacturers, producers, suppliers, distributors and consumers: We are living […]

Savings in eurozone at heart of risk of new global financial crisis

Ten years after the Lehman Brothers collapse, the fear of another major financial crisis hasn’t totally disappeared. In a recent forum, Nouriel Roubini, one of the economists who had anticipated the 2007-2008 crisis, announced for 2020 the possibility of a new financial crisis, plunging the global economy into recession. For him, all the ingredients of […]