Category: Focus
A new generation of traders has arrived in 2020 during the successive lockdowns. Although it does not change the rules of the game in the financial markets, it reveals a perception of the economy (macro and micro) that is very different from those of its elders. Thanks to the disintermediation of information and access to […]
The Covid crisis has put all central banks to the test, especially the European and American ones, which carry a significant share of the weight of the world economy on their shoulders. With inflation taking hold and growth timidly recovering, choices must be made. The ECB seems to have already made up its mind: keep […]
Cash, gold, commodities and cryptos – A strong case The above remarks reinforce our recommendations from last March “A short guide for investors in times of reflation/inflation“.[1] A new monetary system will soon be in place where fiat currencies will switch to ultra-fluid “exchange vehicles” such as digital currencies, a real monetary paradigm shift. If […]
The dollar will collapse only if the United States decides to let it collapse. The country is now in a situation where it is getting closer to having to make that decision. Are the current threats of non-raising the debt ceiling designed to warn the world that this time is coming and that everyone must […]
Last August, Bernard Arnault (LVMH) overtook Jeff Bezos (Amazon) as world’s richest person.[1] The luxury giants have performed brilliantly on the stock market.[2] There is a lot of talk about the wealthy getting richer as a result of the Covid crisis as a direct explanation for this trend. But it is no longer the rich […]
Bitcoin: wait and see // Dollar: last opportunity // Stocks: floating bombs in sight! // Dollar versus tech stocks // Commodities: Bonanza! ______________________________ Bitcoin: wait and see Unsurprisingly, Bitcoin regained its luster over the summer. Governments on holiday gave it a free hand and it was able to follow its natural upward trend as a […]
In a few days, after 16 long years of rule, the ‘royal’ figure of Angela Merkel will no longer dominate Germany. The Chancellor will have conducted her country through a complicated historical period while taking on a role that shouldn’t have been hers: the leader of an EU in the midst of a storm. Calm, […]
Build Noah’s arks… quickly! As we have seen, there is something eminently Nietzschean about the visions[1] of the future emerging under the Anglo-Saxon revolution, in terms of sex, gender, family and reproduction.[2] Like Nietzsche, they[3] rejected the principles of Christian morality… even if, unlike Nietzsche, they conceived a kind of Christian anti-morality, an inverted Manicheism where […]
When anticipations are being regularly published, as is the case of the GEAB, “the future is already here” is a very innocent phrase. Although, it rarely resonates as eloquently as it does when we speak of the modification of the human genome: acquiring control over the DNA of an unborn person, i.e., controlling the biological […]
Cryptocurrencies – Caught in the crossfire // Sport – Big changes ahead // Inflation/currencies – The great waltz // Consumption – After the greenwashing, here comes the localwashing // Oil – Change on the horizon in Venezuela ______________________________ Cryptocurrencies – Caught in the crossfire The crypto war is getting organized. On one side: rich states, […]
The author of this analysis is an Indian member of our network of contributors. He casts an emerging country’s glance on these huge American stimulus plans. The over $5 trillion stimulus plans signed by US Presidents Donald Trump and Joe Biden are aimed to boost consumer confidence, rebuild infrastructures and fuel the US economy to […]
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 […]
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. […]
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 […]
– > Currencies: Landslide – > Oil: Fire-exposed – > Raw materials: Heavy stuff – > Big Tech: Turnaround in sight – > Pharma: Run away – > Beijing Olympic Games: Benchmark Currencies: Landslide According to our team, there is little doubt to be seen in the downward trend of the US dollar in […]
It’s time to update our “money digitalisation” trend. If everything has taken the direction we anticipated two years ago, [1] these experiments seem to have a hard time coming out into the open: . The digital Yuan is in the live-test phase in certain cities, such as Shenzhen – which as pilot-city is highly compatible […]