Cheap oil is history As demonstrated in our economic panorama, oil prices will remain high in the short and medium term, driven mainly by the coordinated action of Russia and Saudi Arabia. What we need to remember about the BRICS+ expansion is that the United States is losing influence over the oil market. This trend […]
Gold-Yuan-Euro-Pound – Reserve value: Follow the central banks // Crypto vs USA: War is declared! // Cyber attacks: The worst is yet to come // Towards an “Insurance Run”? // Real estate: Prepare for the changeover // Bonds are back: One investment opportunity (at least) // __________________ Gold-Yuan-Euro-Pound – Reserve value: follow the central banks […]
Bitcoin & co continues to grow // Gold: Big uncertainties are favouring historical solutions // Property prices: Amsterdam, Paris, Stockholm, Zurich, Munich, Frankfurt at the end of the line // Norway: Market listing is not always the best option // _______________________ Bitcoin&co continues to grow The acceptance of Bitcoin, and more broadly of the various […]
The economic scissors are closing in on the global construction sector. The good old economic model based, to a very large extent, on new construction will soon no longer be sustainable, while another model, based on a more pragmatic approach (maintenance and renovation of existing buildings), is not yet in place to take over. As […]
Commodities – Questioning our certainties // Energy – Market fragmentation // Cryptocurrencies – Counterintuition // Dollar – Transmutation // Real Estate – Attention // Art – “Beauty will save the world” (Dostoyevsky) // Commodities – Questioning our certainties Energy and commodities are already at their highest point and, in our opinion, with no real room […]
Markets/financial products – Do we really need to mention this? You don’t need our insight to realise this, but for the sake of clarity: it’s time to stay away from the financial markets. The strength of the evidence for this says a lot about the psychology of investors and its outlook for the market. Don’t […]
Here and there[1] we may read some optimistic analyses on the European property market, saying either that the “revival” is here, that the sector is in good health, and so on. As our readers might guess, we are less enthusiastic and suggest the utmost caution in this regard, although the outlook is not uniformly and […]
Who will benefit from the striking perspectives offered by the construction market in emerging countries? If we had to trust the forecasts, the period 2020-2030 will be the new golden age of the construction and civil engineering companies… (read more in the GEAB 104) Western real estate: a market of contrasts We have already pointed […]
The American mid-term elections have now passed and, only a week later, as announced by LEAP/E2020 in GEAB N°8 of last October 15, the “euphorisation” of US voters/consumers and world financial players seems to have already passed wit them. The development process of the global systemic crisis has resumed its course, artificially stopped last July […]