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United States 2022 – Who will benefit from the trillions in the Infrastructure Deal?

To avoid the collapse of the dollar, Biden (as well as Trump before him) is betting on a Keynesian plan to rebuild the country’s infrastructure and social and health care system, designed to bring the billions of foreign investments flowing around the world back to America. To do this, the White House, Congress and the […]

2021-2040: Back to the future

The historic event of this summer is of course the withdrawal from Afghanistan, a withdrawal in which no one seemed to really believe, despite the decisions taken a year and a half earlier[1]… No one except France, which withdrew its troops last May[2]… proving everything was well planned after all. This event is important enough […]

Europeans on alert! Major uncertainties across the Atlantic (recovery plan, inflation, defence)

In our January Panorama of trends for 2021,[1] we mentioned that the US was the main question mark on our map of the future. Part of this dark spot was coming from the fact that Joe Biden had not even taken office on January 15 and it was yet difficult to grasp the reality of […]

Edito – Global systemic crisis: Accidents of economy reboot ahead

Particularly three phenomena concur to the distortion of our collective understanding of reality: the economic and mobility slowdown, the collapse of information systems linked to the pandemic, and the election of Joe Biden. All this creates a dangerous illusion of “calm after the storm” resulting in reduced vigilance. Therefore, and despite the whole bunch of […]

Coming up next, the GEAB bulletin of November. Synopsis

As the media heralds the Democrat candidate’s victory, the western world is living through another of the great illusions that we described last month: under Biden, America is back on top and the world has been saved! And the good news keeps on coming, what with the discovery of a miracle vaccine that the American […]

The centre of gravity of the Transatlantic relationship is shifting towards Europe (GEAB 146 – Synopsis)

The manufacture of the future is running at full speed and everyone (individuals, companies, associations, countries, continents) is working on their own (greater or lesser) projects. It is not easy to see clearly what tomorrow will look like in the end. Luckily, the GEAB is here to help you rise above all the hype and […]

What future is there for the European Commission within the big redefinition of the Transatlantic Relationship?

(excerpt from the GEAB bulletin 107 / September 2016) Since its creation, the Global Europe Anticipation Bulletin has been designed among other things to inform European public opinion and decision makers about the fact that the global geopolitical reconfiguration vitally requires a profound change of the EU. The United States, structural associate of the European […]

UN 2017: When the United Nations meets the fate of the League of Nations in the 30’s

When members of the UN Security Council wage war at each other… It is clear that in a supposedly common struggle against a common enemy – the Islamic State – two great powers (and their “allies”) now oppose each other, USA against Russia, and the irony is that each relies on the legitimacy of the […]

Investments, trends and recommendations (Mar 2017)

General strategy: the eye of the storm Like we started warning in our last GEAB issue, the utmost caution is still required these days. The appearance of recovery, here and there, is either the effect of short-term communication, or sources of disruptions with unpredictable consequences (or both). Our general advice is to stay vigilant and […]

United States, Fed, T-Bonds: The US federal level will undergo a budgetary slimming regime

The United States and Europe present striking similarities in their destinies. The way Brexit (itself a negative event) manages to free an EU paralysed by vast structural dysfunctions; Trump’s election (so traumatic for the Americans) probably provides an opportunity to redeem the country (and its partners) from a stifling allegiance system. We have repeatedly shown […]

The armies of the Almighty Dollar to the rescue of the US indebtedness-financing system

The arrival of the petro-Yuan is of course the end of the dollar as a pillar of the international monetary system and thus the end of the unavoidability of the dollar, a national currency that the vagaries of history have led to support the global economy, which are currently too heavy for it. Since there […]

European Trade Agreements: Polarisation of trade agreements models within the transatlantic axis

As we have seen at the Davos Forum – and more generally in the recent developments over international relations – two models compete on the transatlantic stage, especially with regards to trade. On the one hand, a return to a form of national protectionism in a unilateral approach and on the other hand, a liberal […]

The Great Petro-Yuan Temptation

The world’s biggest oil importer, China is preparing to launch gold-backed Yuan-denominated oil futures, possibly creating the most important Asian benchmark in the oil sector, allowing oil exporters to switch from US dollar-denominated assets by transactions in Yuan[1]. To make the Yuan-denominated contracts more attractive, China plans to have the Yuan fully convertible into gold […]

What will the transatlantic relationship prepared by Donald Trump look like?

The multi-polarisation of the planet is currently going through a bipolarisation phase, something we anticipated in 2009, if Europe could not reposition itself intelligently, taking clear account of the great global geopolitical reconfiguration. Having dealt with the Middle East (without success, so far, since Iran has not yet yielded[1] – but it’s only in November […]

United States: The temptation of a “Military QE”

End 2017/early 2018, all major Western Central Banks will be putting a final stop to the 2008 crisis-related unconventional monetary policies, namely the famous quantitative easing policies (QEs) which enabled to provide liquidity to those banks which saw their mutual confidence for borrowing collapse in the aftermath of the subprime crisis. Fiscal QE in rich […]

Petroyuan and Saudi Arabia: From the temptation of the US “Military QE” to the creation of a Middle East 3.0

The end of the year will be rich in surprises and escalation risks, as we have been saying for the last two months. Currently, all eyes are on the Middle East, the world’s powder keg, and on the tensions emerging around Lebanon, involving nothing less than protagonists like the United States, Russia, Israel, Saudi Arabia […]

Eurozone – Sovereign Bonds Backed Securities: Possible precedent or alternative for the EuroBonds?

To strengthen the eurozone, the European Commission has just launched the idea of creating products backed by European sovereign debt, a proposal which could be more an alternative than a precedent for the Eurobonds. On May 31, 2017, the European Commission presented its analysis on the “deepening of the Economic and Monetary Union”[1], which had […]

Calendar of Future Events: May / September 2017

May 19 – Iran: presidential election A serious opponent is now threatening the chances of re-election of the reformist Hassan Rohani. This man is the ultra-conservative Ebrahim Raissi, reinforced by the great geopolitical tensions surrounding Iran: war against Saudi Arabia in Yemen, involvement in the Syrian conflict, Israeli threats of aggression, risk of questioning the […]