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NFT, digitalisation, metaverse… Tomorrow’s contemporary art market will be within everyone’s reach

The art market has been adapting incredibly fast to the shock of 2020. The investments are flourishing in this sector, whether the macroeconomic situation is good or bad, which leads us to anticipate that there is a bright future ahead. Its ability to adapt makes the art market a particularly resilient space, responding rapidly to […]

CBDC 2020-2025: A timeline of the global shift to digital currency

This geographical timeline and ranking has been developed primarily on the basis of researches carried out by the Atlantic Council (CBDC Tracker) and Madhvi Mavadiya (published in finextra). Based on this data, we have attempted to position the prospects of central bank digital currency (CBDC) projects over time. The creation of a digital currency essentially […]

Investments, trends and recommendations (jan)

Investments – The voice of reason In view of our booklet of trends and all the points of uncertainty we have identified, we would urge you to be careful about the two most extreme segments of the economy: hyper-innovation and zombie economics. When it comes to commodities, currencies, countries or companies, avoid betting everything on […]

Panorama 2022: Trends and anticipations

A cluster of major trends 2022 is shaping up to be a complicated year… After the great pause of 2020, 2021 tried to make it look like things would return to normal. Instead, as we anticipated at the beginning of last year, every hint of recovery has led to new fractures in the old system: […]

Investments, trends and recommendations (dec)

Economy: Fleeing into the virtual //  Prices are rising while growth is not forthcoming and commodity prices are no longer even contributing to inflation. The quality of products and services is decreasing. The points of growth are running away towards a decentralised e-economy linked to the first steps of the Web 3.0. Will this e-economy […]

Investments, trends and recommendations (nov)

Bitcoin – Salvad’orisation Bukele, the young president of San Salvador, is rubbing his hands together at the rise in value of Bitcoin, which he adopted as his country’s official currency on September 7th. This unprecedented decision is turning the small country into an experimental lab, and specialists are flocking to observe and advise. The president’s […]

A new generation of traders: The new ‘values’ of young financiers

A new generation of traders has arrived in 2020 during the successive lockdowns. Although it does not change the rules of the game in the financial markets, it reveals a perception of the economy (macro and micro) that is very different from those of its elders. Thanks to the disintermediation of information and access to […]

February 2022: Towards an alignment of European and American monetary policies

The Covid crisis has put all central banks to the test, especially the European and American ones, which carry a significant share of the weight of the world economy on their shoulders. With inflation taking hold and growth timidly recovering, choices must be made. The ECB seems to have already made up its mind: keep […]

Towards the Very Big Humanitarian Crisis (coming soon, the November issue of the GEAB)

Even if there are still reasons for hope on the global horizon and the paths to reinventing a functional model are showing up on all sides, the world still has some dramatic stages to go through, according to our team. The previous model was particularly based on growth, but growth is primarily demographic. For many […]

Investments, trends and recommendations (October)

Cash, gold, commodities and cryptos – A strong case  The above remarks reinforce our recommendations from last March “A short guide for investors in times of reflation/inflation“.[1] A new monetary system will soon be in place where fiat currencies will switch to ultra-fluid “exchange vehicles” such as digital currencies, a real monetary paradigm shift. If […]

Dollar: Time is running out

The dollar will collapse only if the United States decides to let it collapse. The country is now in a situation where it is getting closer to having to make that decision. Are the current threats of non-raising the debt ceiling designed to warn the world that this time is coming and that everyone must […]

Investments, trends and recommendations (May 2021)

Crypto-currencies: Maximum mistrust // Dollar : Standardisation // Technology stocks: Too virtual // Iron ore: Volatility in sight // Oil: Agility, security //  If the “back to basics” trend that we have been observing for several months starts to dominate, as our research on energy and commodities seems to suggest, here is a new set […]

Iron ore 2026: Guinea at the core of the emergence of a new market

The price of the 2nd most traded commodity (oil being number one[1]) is soaring. At a time of recovery and infrastructure plans, and illustrating the “back to basics” trend, iron ore is the object of all sorts of lusts. While some incumbent interests prefer to optimise their margins by letting prices rise, others are working […]

Investments, trends and recommendations (Mar 2021)

A short guide for investors in times of reflation/inflation  In the current context of extreme uncertainty, we have put together a series of 8 recommendations and practical tips to get you through this period of reflation/inflation. . Equities: Run away! The rise in debt announces a series of bankruptcies, of which Greensill is a precursor. […]

Silver Update – Crucial battle over price discovery in the second half of 2021

After years of depressed prices as a result of short selling[1] and the distraction of cryptocurrencies, the silver price is currently showing improved strength – even while it continues to be buffeted on all sides by contrary winds.  The white metal has recently benefitted from a dramatic surge in interest, with prices climbing to levels […]

Investments, trends and recommendations (Febr 2021)

– > Currencies: Landslide – > Oil: Fire-exposed – > Raw materials: Heavy stuff – > Big Tech: Turnaround in sight – > Pharma: Run away – > Beijing Olympic Games: Benchmark   Currencies: Landslide According to our team, there is little doubt to be seen in the downward trend of the US dollar in […]

What future for Bitcoin if inflation occurs in 2021?

It’s time to update our “money digitalisation” trend. If everything has taken the direction we anticipated two years ago, [1]  these experiments seem to have a hard time coming out into the open: . The digital Yuan is in the live-test phase in certain cities, such as Shenzhen – which as pilot-city is highly compatible […]

A Reader’s Digest of the web anticipations over 3 deadlines: 2021/22, 2025, 2030

In March 2019 our teams published a Reader’s Digest of the anticipations found on the net with the first key date of 2020 for which some analysts had announced the next global crash. A crash that did not happen (in line with our doubts in this regard). Admittedly, from the beginning of the year, Covid-19 […]