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Investments, trends and recommendations (May)

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 […]

The future of payment systems, the disappearance of cash: When monetary policy is no longer enough

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 […]

Investments, trends and recommendations (apr)

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 […]

2030 – Latin America, the new epicentre in the US-China Economic Battle

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 […]

China 2030: The Global Public Debt and Chinese Debt Equation

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), […]

Editorial – Regulation, war, ChatGPT: 2023, the cognitive collapse of the Internet

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. […]

Investments, trends, and recommendations (apr)

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 […]

Editorial – Global systemic crisis: The new world is dumping the old one

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 […]

Editorial: SVB’s bankruptcy – Systemic risk, end of innovation and strong euro

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 […]

1923-2023, from one falling empire to another. Geopolitics, economy, finance: The mega-trends of 2023

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 […]

Geopolitics of global investments: 2023 – 2030, transatlantic trade war and pole reversal in the new multipolar world

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, […]

2025-2030: towards the end of the insurances’ omnipotence?

The threats to the profitability of the insurance industry are now forcing its transformation. The consequences will be brutal for policyholders, companies and households, as well as for insurers, whose loss of profitability threatens the sustainability of their business model. This situation will make the insurance sector the perfect contagious element of an economic and […]

2023 – 2025: Blackout risks. Responding to the imperative of prosilience

Article written by Christopher H. CORDEY, Swiss national, founder of Futuratinow, a consulting firm specialising in IDEAtion, strategic anticipation and training. Partner of Yonders.world. Denial, illusion of security, feeling of powerlessness and unpreparedness seem to prevail in terms of preparing the population for the risk of a blackout on a European scale. Blackout is a […]

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 […]