Category: Focus
Last month our team published its calendar of future global geopolitical events up to January 2025. The calendar was so full that we were unable to mention the economic, monetary and financial events that are just as important to our world’s activities. The worlds of the economy, finance, the stock market, politics, etc., wait feverishly […]
Oil: Beware of upheavals Much of our issue is about change and reinvention. The international oil market is also affected by this trend. Prices are falling, mainly due to weak growth in China. This trend is structural, as China adapts to a new growth model, aware that it will not regain the same economic dynamic […]
By 2030, the balance of power in space will have shifted. China is catching up with the USA at an alarming rate, making orbit and the Moon the new strategic battlefields. In the face of this Star Wars, Europe and the other emerging powers risk being relegated to the background. The clash of the Chinese […]
In conclusion, we would like to share some of the comments left by our readers in the survey on the future energy sources, which you will find in the appendix of this issue. However, the comment below invites us to continue our work on the subject: This is a transnational and national geopolitical and sociopolitical […]
In Europe, nuclear power, as a viable energy source for the future, divides opinion sharply in a political and societal battle over whether it should be maintained, developed or dismantled. States such as Germany and France (both major European players) have completely opposing positions. Two behemoths to form an Energy Union in Europe. Extracts from […]
Gold in equities We always write about gold as a metal resource to invest in. But gold stocks also include shares in mining groups. Their margins, which are far from keeping pace with the price of gold, have risen sharply recently. This rise is due in particular to the anticipated increase in extraction of the […]
Investments in Europe are on the verge of becoming one of the pillars of Saudi Arabia’s strategy to wean itself off oil revenue. Behind high-profile projects like The Line, we can see a certain rebalancing between the domestic and international aspects of this strategy. While internal investments have long been the most visible and foreign […]
The economic outlook for Western countries looks bleak, judging by a number of indicators. After the decision to cut interest rates slightly, and with the two leading countries in difficulty, the European economies appear to be the weakest and risk being exposed to an aggressive attitude from countries in better financial health. We touched on […]
CBDC, critical materials, digital industries, green energies, electric cars… China leads the way The transition to CBDCs adds another layer of digitalisation, and will put further strain on markets under pressure. This reform of the monetary system relies once again on the digital tools that are already at the heart of our economic and political […]
Bitcoin halving, very short-term positioning Following on from our article on the recovery of Bitcoin by the United States, we recommend that you continue to position yourself for the very short term. Although in the long term, as demonstrated in the article, the United States could take an extreme position on the complete recovery of […]
While two elections capture the world’s attention – the European elections in June and the US presidential election on 5 November – there are other elections on the international calendar that also merit our scrutiny to spot the subtle signals of a changing world landscape. The beginning of the year was marked by the Taiwanese […]
War has a long future ahead of it In line with our article on Europe and Ukraine, we believe that the defence industry has a long and bright future ahead. And as Europe’s strategy to revive the industry will benefit the sector’s majors in the short term, we can only advise you, with a touch […]
She is the muse of American youth, as well as European (and not just English-speaking) and, of course, global youth. Her videos have hundreds of millions of views, her albums have topped the box-office charts (and have done so for more than a decade), she is one of the biggest contributors to the recording industry […]
Oil: Break the prices and we’ll break you Expensive oil will be the norm in 2024. The GEAB has always believed that the arrival of the United States as the world’s leading oil producer would be short-lived due to a lack of sustainable reserves. The fracking sector is in crisis and private operators are buying […]
This month, our reader’s look on the future digs into technology and medicine through the AI and digital tools, only to get back to our most basic needs: health and human relationship. Philip Choban, the CEO of Telios Care, a Romanian telehealth specialised company, shares with us his insights on the future of healthcare, health […]
Bitcoin: Double-edged institutionalisation The United States’ recognition of Bitcoin’s legitimacy via the ETFs[1] will be a double-edged sword: it will consolidate the Bitcoin’s value and status in the short term[2]; in the long run, on the other hand, it could result in the United States taking control of this crypto. In terms of recommendations, we […]
This month we had the pleasure of discussing with Dr. Maria Moloney what 2024 may bring regarding AI and data protection innovation, as well as issues of European and global legislation regarding those matters. Maria holds the position of Senior Data Protection, Security and AI specialist in an Irish technology company entitled PrivacyEngine. She has […]
Hydrogen, a short-term opportunist The world’s largest deposit of white hydrogen has apparently been discovered in France, by mistake[1]… Although we are not contradicting our recent recommendations on “new energy” stocks, which are trending downwards, this discovery could provide some good stock market opportunities. Reacting to new resources, some of these stocks could rise again, […]