Home Investments, trends and recommendations (April 2021)

GEAB 154

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 16 Apr 2021

Investments, trends and recommendations (April 2021)

Prices: Inflation, inflation, inflation //
Equity markets: Reversal for sure  //
Taxes: What else?  //
Bitcoin-gold: Decoupling  //

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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 reorganisation of the Chinese production machine, in currency devaluations, in risks of war… The only place where it is missing is in the official figures, which fail to reflect reality. Among the reasons for this is the fact that wages, a classic indicator of inflation, are not rising (normal since labour is now only a marginal part of the value chain) … But this reality is of course the worst news one can imagine in terms of how people will resent inflation…

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Contents

In the US-China war trap which has deepened in recent years, with Joe Biden's arrival in the White House and his strategy of rallying a camp of "allies" around America [...]

Faced with the immense challenges that the US-China confrontation poses to the world, Europe must be aware that it is not a negligible player, that it must publicly state its [...]

By 2030, the International Space Station may have become the first space museum of the late 1990s, when everyone tried to work together. By prohibiting the Chinese from boarding the [...]

2021-2022 18-21/04/2021: The Boao Forum for Asia (BFA) Annual Conference 2021, “A World in Change: Join Hands to Strengthen Global Governance and Advance Belt and Road Cooperation” will take place [...]

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. [...]

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