Category: finance

As in every stock market crisis, stocks will change hands. Insofar as the crisis is largely provoked, it is likely that state structures – starting with the United States – will take advantage of it to regain control of part of the economy. We propose a series of recommendations that take account of three predicates: […]

Europe has long benefited from a powerful economic engine: the household savings. Built up over decades, this financial cushion, estimated at 35.5 trillion euros (against 14 trillion public debt), has served both as a buffer in times of crises and a vital source of funding for the major transformations ahead – the climate transition, reindustrialisation, […]

As economic and political instability intensifies, our team takes a closer look at the forecasts of the major Western financial institutions. Between optimism and underestimated risks, these reports are as full of lessons as they are surprisingly consistent. Given the growing instability in international economic and political affairs, our team has decided to redouble its […]

The new technology hubs Emerging markets stand out for their adaptability and technological dynamism. These markets are particularly invested in fintech, e-commerce and e-health. They are focusing on forward-looking sectors to prepare for the economy of tomorrow. An even more digitised economy, where artificial intelligence and robotics will have taken over every part of our […]

In the coming years, the African continent will find itself more isolated than ever. Its relations with the global system and Western countries have reached a point of dysfunction that cannot be surpassed, and these ties are bound to be reexamined. Paradoxically, this situation grants African countries newfound freedom in choosing their alliances, which, magnified […]

While economic conglomerates may be on the decline worldwide, they remain the dominant force for foreign investment in Africa. This overview highlights the most influential structures on the continent, revealing the power strategies and economic confrontations that lie ahead. In our last GEAB issue, we showed that Africa is the major pole of resistance to […]

The economic outlook for Western countries looks bleak, judging by a number of indicators. After the decision to cut interest rates slightly, and with the two leading countries in difficulty, the European economies appear to be the weakest and risk being exposed to an aggressive attitude from countries in better financial health. We touched on […]

CBDC, critical materials, digital industries, green energies, electric cars… China leads the way The transition to CBDCs adds another layer of digitalisation, and will put further strain on markets under pressure. This reform of the monetary system relies once again on the digital tools that are already at the heart of our economic and political […]

Among the anticipated back to basics, few measures hold as much potential efficacy as money itself. In times of mounting difficulties and risks, reverting to fundamental principles becomes imperative. Politicians are already taking heed of this necessity by doubling down on bold and assertive monetary policies. This is obvious in ongoing debates surrounding central bank […]

Bitcoin halving, very short-term positioning Following on from our article on the recovery of Bitcoin by the United States, we recommend that you continue to position yourself for the very short term. Although in the long term, as demonstrated in the article, the United States could take an extreme position on the complete recovery of […]

By January 1st, 2024, Argentina was expected to become a member of the BRICS bloc, alongside Iran, Egypt, Ethiopia, Saudi Arabia, and the United Arab Emirates[1]. However, Milei’s election as President abruptly reversed the country’s diplomatic trajectory, with a very marked pro-American shift, embodied in the desire to dollarise the economy. Such a choice implies […]

With the subprime crisis (2007/2009), the rescue plans for banks and financial institutions reached such dizzying heights that we did not expect to see them again any time soon. Since then, the global debt clock has continued to churn out figures that are just as crazy… Between the Covid crisis (2020/2021), the Afghan debacle (2021), […]

We hear a lot about the end of civilisation linked to the arrival of AI, which ChatGPT has made clear for everyone. Human beings would have no or very little added value from now on, AI would be so much more than HI… We have news from the future that is both reassuring and disturbing. […]

2023 – From dollar shortage to a multi-directional financial crisis… until better times are coming In support of our urgent recommendation to diversify in the face of a major financial shock, here is a brief description of the systemic phenomena at work behind the byzantine analyses of the current crisis. It does not give cause […]

For 17 years, the GEAB has been characterising one by one the phases of the global systemic transition process. As of April 2023, it is very clear that the “new world” (led by the BRICS), after a slow and uncertain revival almost 15 years ago, is now beginning its take-off phase. The new world is […]

Dragging in its wake the Silvergate and Signature banks, the Silicon Valley Bank’s bankruptcy (SVB) remains the sad event illustrating this GEAB issue of March: as analysed/anticipated over the past three years, after the lyrical flights of Western tech at the start of the Covid crisis, painful returns to reality would inevitably be the batch […]

One hundred years ago this year, the Ottoman Empire collapsed.[1] Officially born in 1299, it was mainly with the capture of Constantinople in 1453 that the empire was born from a European perspective. Until a hundred years ago, for more than five centuries, Europeans and Ottomans lived side by side, brothers and enemies and sometimes […]

If we take the geopolitics of foreign direct investment (FDI)[1] in the loop, the map of the new multipolar world naturally comes out. Its analysis allows us to anticipate this current and future recomposition. Three poles remain clearly identifiable for the time being: the United States in the lead and set to stay there, China, […]