Category: Focus

Recommendations: Treasure hunt This issue is packed with investment recommendations. Car sector, raw materials, technology stocks… we suggest you read it carefully then go on a treasure hunt! Samsung: Temporary mistrust The current economic and strategic rapprochement between the Chinese and South Korean leaders[1] makes us fear American reprisals. One can imagine that it will […]

For the last 20 years, the international prices of many commodities have been set within a framework of globally recognised futures and spot contracts. Today, as many contracts detach from the delivery of the underlying physical commodity, volatility is surging on the back of QE and a host of new retail speculators have entered the […]

Commodity markets’ upcoming revolution Growing trade conflicts and de-globalisation within the commodity markets will trigger a rewrite of many COMEX pricing contracts and a resurgence in regional exchanges by 2025. For the last 20 years, the international pricing of key commodities has been driven by the growing market in futures contracts. Today, as many prices […]

The world is undergoing one of the greatest transformations in history, directly linked to a global crisis making the future ever more uncertain. Whether it be governance, geopolitics, economic, social issues or new technologies, the GEAB tries to shed light on the future using a method that has stood up to scrutiny: political anticipation. For […]

The Covid-19 pandemic has considerably ramped up the fear in the agro-food sector of an epizootic/epiphytic pandemic on strategic foodstuffs (pork, rice, flour, etc.). The conditions that favour human, vegetable or animal-related pandemic are actually the same, namely overpopulation and interconnectivity. We anticipate that the scheduled modernisation of agriculture will be considerably accelerated as a […]

Physical currencies: Speculative tour  Currencies will lose value, but not all together. There are great opportunities within this volatile business environment for the more seasoned and agile among you. In general, currencies tied to the dollar will fall; while currencies pegged to the Chinese powerhouse and the euro will provide areas of currency stability. The […]

At the risk of repeating ourselves, but in order to fight against the absolute blindness of the media system with regard to the digital revolution – albeit programmed – of all the fundamentals of the economy and world finance, here is a small summary of where the international monetary system is heading by 2025-2030. Following […]

Oil: Displacement of another centre of gravity China, the largest importer of oil, is about to finalise the security of its energy supply system. Its strategy is based on the diversification of resources (nuclear in particular), but as oil remains key to the stabilisation of the world economy, there is no question of leaving it […]

Energy producers, distributors and investors worldwide are currently facing a triple whammy of falling demand, falling capacity and price wars that cannot fail to undermine the international corporate-based energy system that we have all come to rely on. Are countries doomed to repeat the errors of the past, or can the Green Movement work with […]

Digital data is the new black gold; the adage is familiar, but the stakes involved less so. With the COVID-19 pandemic, the world has achieved a two-year digital transformation within two months, says Satya Nadella, head of Microsoft. [1] In fact, the numbers are dizzying: before the health crisis, the Zoom videoconferencing platform had some […]

Insurances – The end of the system as we knew it According to Lloyd’s of London, the insurance industry will have to pay out $203 billion this year and professionals reckon that this pandemic represents the biggest catastrophe their sector has ever suffered. This economic crisis will be coupled with an existential crisis linked to […]

Are the precious metal markets rushing to get ready for the biggest bull run in history? Recent actions by the London Bullion Market Association, the Chicago Mercantile Exchange and many international bullion banks could be pointing towards a perfect storm in the precious metals sphere – one that could see a final collapse of the […]

Businesses – Don’t expect a normal recovery in September! A growing proportion of economic and service players are aware of this, but it is worth hammering home the fact that we must anticipate that activity will not be able to resume in ex ante conditions in September. Therefore, everyone needs to take advantage of this […]

Is the US oil industry undergoing a significant shift in its relationship with its government, now accepting levels of influence or direct control that would have been unthinkable only a few months ago?  Are the large oil companies, and the supply of energy they oversee, now so important to national security that they must be […]

Markets/financial products – Do we really need to mention this?  You don’t need our insight to realise this, but for the sake of clarity: it’s time to stay away from the financial markets. The strength of the evidence for this says a lot about the psychology of investors and its outlook for the market. Don’t […]

2019 was a bumper year for US stocks and, while much of Europe and the Far East faced tougher growth conditions brought on by more local concerns (Brexit, Hong-Kong etc.), full steam ahead was the order of the day. As the year reached an end, dollars continued to flood home and indirect stimulus through the […]

Gold: ready to shine even brighter? 2019 was a big year in Precious Metals (PMs). After two years of declining prices following the 2016 peak, a floor was reached around $1180 in August 2018 and the bull market ensued in line with our anticipations outlined in January 2019.[1] The summer saw a gain of over […]

For the last ten years we have been told that, while the world economy took a hit during the Global Financial Crisis (GFC) of 2008/9, it is now recovering well. Mario Draghi did his magic, the Fed saved the day and American securities, in particular, are now going from strength to strength. Climbing well above […]