Category: united states
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 […]
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 […]
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 […]
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 […]
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 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 […]
(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 […]
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 […]
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 […]
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 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 […]
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 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 […]
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 […]
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 […]
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 […]
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 […]
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 […]