The next US presidential election, despite its relatively normal exterior, is already showing some new features. For example: 1/ It’s not the main point of interest on the planet; 2/ Because of the pandemic, the Democratic primary did not really take place, but this did not prevent the nomination of the presumptive candidate; 3/ New […]
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 […]
For the past few weeks, the planet has been in a state of emergency; people are locked into their homes and the economy is in a state of hibernation. As stated in last month’s GEAB, our team sees this as part of the transition towards the “world after” and it is significant that the event […]
While the need for the digitalisation of the international monetary system described earlier is being reinforced by the financial crisis triggered by the pandemic, one finds in many articles on this topic the same fixed idea: allowing the world to bypass the American system of sanctions.[1] Indeed, these digital currency projects do not date back […]
Many people will see their dreams of radical change disappointed. Yet there will certainly be change! You don’t need to be an eminent guru to understand that the 8 trillion dollars to be injected into the world economy that the G20 leaders have announced,[1] in addition to the 250 trillion dollars of world debt accumulated […]
“In 2020, a global pandemic called COVID-19 brought the world economy to a virtual standstill for several months. To contain the epidemic, governments had to take radical measures to contain populations, reducing activity to the essentials: health, food and certain basic services (telecommunications, water, electricity, financial systems, etc.). It was during these few weeks of […]
Since 2008, the GEAB has been talking about the ‘world after’. Now everyone is using this expression. It is therefore time to archive the ‘global systemic crisis of 2008-2020’.[1] The ‘historian of the future’ is the one who will have described what happened over this 12-year period. Now that a chapter of history is coming […]
Political anticipation is LEAP’s method of “rationalisation of the future”.[1] In fact, it is very close to the “historical method” [2] in the sense that it is accessible to all and aids the social actor in adapting to the complex world which constitutes his new environment. Because of this, its practitioners have often been defined […]
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 […]
Wars have undoubtedly generated plagues. But do plagues generate wars? From a systemic point of view, the pandemic should be enough to seal the fate of the old system, inaugurate the next one and save us from going down the “war” route… that is if, indeed, this route has really been avoided. Let us remember […]
Reduced mobility,[1] the tourism crisis,[2] the green economy,[3] dematerialisation of the economy,[4] Euroland,[5] digitalisation of central bank currencies,[6] a radical reform of the international financial system, disruption of the European banking system,[7] the end of liberalism, a paradigm shift and, even, our anticipation of a stabilisation phase in 2020[8]… As we entered this new decade, […]
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 […]
Oil/Libya: War or US shale collapse? In Libya, General Haftar, mainly supported by the Americans, is not giving up. The reason is simple: he is acting under orders to block the oil wells of a country which is seeing its production collapsing, thus giving some support to the plunging prices of crude oil… and slowing […]
With the neologism futuritis, we wish to denote a disease of the future – a disease whose development process begins with a deficiency, followed by an eruption and ending with high fever. Future deficiency in the 2000s: The Internet was already here, as well as supranational levels of governance to be completed (the EU in […]
Bitcoin: Digital Gold The fairly sharp rise in the price of Bitcoin at the time of the Iranian-American crisis confirms the intuition we had in June: Bitcoin is acting as a safe haven. This observation leads us to recommend that you keep your Bitcoin, or even add moderately to them, in the light of the […]