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Monetary geopolitics: libra vs e-yuan

The immense stagnation of a eurozone trapped in a crumbling EU has caused many missouts. But two game-changers are shaking the monetary union from its lethargy. We are speaking of: Facebook’s announcement of the launch of its virtual currency, the libra, which has created panic among state officials and, at least for the time being, […]

Investments, trends and recommendations (Nov 2019)

Aramco’s IPO: another game-changer Saudi Aramco is a wonderful illustration of the problem that we see beginning to be solved in 2020 with the establishment of a new monetary and financial system – the old one being no longer in line with the global economy of the 21st century. Since 2018, we have regularly heard […]

Digital Euro: From Eurozone to Eurozon.com 

We have been anticipating the arrival of central bank digital currencies (CBDCs) for a year.[1] And it was Christine Lagarde’s speeches at the IMF last November, in particular, that encouraged us to do so. Inevitably, Christine Lagarde’s appointment as head of the ECB indicates that this type of agenda is likely to be accelerated in […]

Global systemic crisis – 2020: The beginning of the stabilisation phase

The above title is provocative in a media world rightly focused on ecological catastrophes, popular discontent, risks of war and the financial crisis of 2020. But our mission is not to repeat what everyone knows – that the chaotic world of the beginning of the 21st century is a dangerous place… After all, hasn’t the […]

Investments, trends and recommendations (Oct 2019)

Monetary Policy – beware of the direction change The shift towards the green colour of the economic indicators linked to the reduction in trade tensions at the end of the year, combined with the rebellion against accommodative monetary policies expressed by major central bankers, suggest a proportional reversal of the trend, particularly in key interest […]

Investments, trends and recommendations (Sept 2019)

Finance – First openings in the Chinese market Our investment recommendations on the Chinese financial market are not easy to follow due to lack of accessibility. However, gradually the Chinese financial market is opening up to the outside world and the first trading platforms are on the horizon. During our research in Hong Kong, we […]

Hong Kong 2025: A suburb of Shenzhen

Between a USD-pegged currency (the HKD) and the reaffirmation of its Chinese nature after its handover in 1997, Hong Kong lies right at the heart of the famous trade war between the United States and China. This context largely explains the island’s economic difficulties, creating the conditions for the well-known troubles. A longer-term perspective also […]

2020: IMF, a collateral victim of the US-China trade war

It’s not only Hong Kong that finds itself in the middle of the crossfire of the US-China trade war. The IMF may also be on the list of collateral victims of the great tectonic plate movement currently at work. In recent years, Beijing has increased its voting weight and added the Yuan to the basket […]

The challenge of the institutionalisation of cryptocurrencies

While the wave of buzz and hype around cryptocurrencies, or virtual currencies, is running out of steam among people in general,[1] the movement that has emerged remains robust. The versatility of the technology, its deployment in a digital context which can quickly reach millions of people, its potentially anonymous character and the place it could […]

The future of European private banks

In ten years’ time, if the digital currencies of central banks become widespread, the role of monetary issuance which began to escape from them nearly fifty years ago[1] should come back to them via the recovery of the power of transaction. (“What if, instead, central banks entered a partnership with the private sector—banks and other […]

The virtualisation of the European financial system: towards a new stage of disintermediation

The IMF and the international financial institutions are preparing reforms of the international monetary system, which must also take into account this double injunction of efficiency (thus of modernity and openness to the world) and of acceptability (thus respect for sovereignty). We have already drawn our readers’ attention to Christine Lagarde’s very important speech last […]

2010-2030: The disappearance of the European banking system as we knew it

Reports are currently proliferating concerning the health of the European banking sector ten years after its great crisis.[1] However, on the one hand, the European banks only managed to get out of it with public funds;[2] on the other, some behemoths are still seen as ticking time bombs[3] (Deutsche Bank, Commerzbank,[4] Monte Paschi[5]…). Finally, the […]

Coming soon, the GEAB 136 (June). Synopsis

The momentum for change is simply breath-taking, as we shall see in this next issue of the GEAB: the invention of new financing systems, the restructuring of the digital world, new phases in the artificialisation of the land, the establishing of the exit from the oil era… The strongest players in the world system, those […]

NATO’s Budget Crisis

Since the 2014 Newport Summit, NATO has been proud to have obtained from member states a reaffirmation of the famous principle of 2% of GDP allocated to military spending.[1] But the reality is darker. Figure 1 – GDP share allocated to military spending, by country, 2014 and 2018. Source: CNBC.   Even though Trump or […]

Why this could be the right time to get into silver

Investing in silver is not something that all retail investors will immediately consider. The reasons often given for holding back are the high volatility together with some uncertainty as to which investment model one should follow. Is silver a commodity (often projected to fall in price during economic slow-downs) or a currency more akin to […]

7 ways to secure your wealth in gold

Bullion and Jewellery For centuries, gold coins and jewellery have been used as small-scale private investments and, for many people today, they remain a good place to start. It must be noted that new purchases may be subject to VAT and both purchases will carry a considerable mark-up on the daily spot gold price. However, […]

Where gold is needed

In terms of trust, gold has a unique profile: it is the only ore that is generally believed to be precious enough to maintain its value over time. Unlike diamonds, for example, it is impossible to make fake gold. Admittedly, the intrinsic value of gold is essentially symbolic, if we think about it; not much […]

Modern money: The march towards a cashless society

There has been much talk in recent years concerning the perceived move towards a cashless society – an increasing tendency to remove physical cash from general circulation and replace it with more modern, electronic forms of payment. This trend is now being increasingly shown through the difficulty in accessing cash together with a push from […]