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 marketplace; the whole system is becoming less stable. As on-line markets turn their attention to new speculators in search of quick cash settlements, many markets are demonstrably failing to fulfil their principle role as a distribution network for future production. We anticipate that in these rapidly evolving and volatile markets – driven by ever-increasing trade tensions ‘post-covid’ – the present global economic ecosystem will fracture even further, ushering in an era of more regionally based physical exchanges, bilateral trade deals and flexible pricing regimes.
For 12 years, the West has been struggling to understand the message of the 2008 crisis: "You are no longer the only ones on the planet!” The dollar, international organisations [...]
Back to reality all round. And if there is one area that has been seized by acute "virtualisation" in the last decade, it is technology companies. They have found themselves [...]
Remember! Back in 2017 we anticipated that Saudi Arabia would soon be selling its oil in yuan? This was a highly provocative hypothesis at the time, since the country was [...]
Everyone knows that democracy in general is sick. Nevertheless, the West continues to base the legitimacy of its world ‘leadership’ on this supposed civilisational superiority. In the 1990s, the wars [...]
The United Kingdom has not been in the EU since January 2020. As a result, it has been cut off from access to the European GPS system, Galileo, which it [...]
In a period of uncertainty and with the morose predictions that have constantly plagued it over the last ten years, the European car industry has undoubtedly taken advantage of the [...]
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 [...]
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