Global financial markets fell on Sunday, April 12, as S&P 500 futures and Bitcoin fell, while oil prices rose, following US President Donald Trump’s announcement of a naval blockade of the Strait of Hormuz (12/4) aimed at increasing pressure on Iran to reach an agreement. Trump said via Truth Social that the US Navy …
Category: Corporates, Businesses & Industries
research and analysis for corporates, businesses and industries
Pressure on costs and freight rates brings shocks to shipping from the war in the Middle East
The crisis in the Middle East is not only affecting tourism and air transport, but is also causing strong shocks in international shipping, with the additional cost of fuel reaching 5 billion dollars. At the same time, fuel shortages are beginning to be recorded at large refueling stations, while shortages are also observed on the …
Iran will abolish the Petrodollar and replace it with the Petroyuan
The dollar’s hegemony, which for decades was protected by the dominance of the “petrodollar,” is now facing an existential threat that cannot be questioned. Indeed, the escalating conflict with Iran is not just a regional dispute, but the catalyst that triggers the dissolution of the historic 1974 agreement. With the cracks in the Middle Eastern …
The Fake $1.25 trillion SpaceX-xAI Merger will lead to a Global Financial storm
In the era of mega-mergers, share buybacks, and cheap money since the 2008 crisis, the idea that stock prices reflect real value has become a gimmick. The recent, much-talked-about $1.25 trillion merger between SpaceX and xAI could well lead to a global financial storm, mentioned Thanos Chonthrogiannis, Chief Economist of Trust Economics . The risks …
Energy havoc on the foundations of Europe’s industry
The entire European Union is experiencing a growing economic decline – factories are closing or quietly reducing their production. Chemical industries, steel mills, fertilizer producers – the most energy-intensive sectors of the economy – are either migrating out of Europe or shutting down altogether. This is not a cyclical downturn. It is structural decline. Europe …
How did the dry bulk freight market evolve in 2025 – What’s coming in 2026?
2025 did not go down in history as a year of impressive upswings for the dry bulk freight market. There were no sharp spikes in freight rates or waves of excess demand that would have changed the correlations. Nevertheless, the market showed remarkable resilience. The high level of fleet employment, the coincidence of periods of …
US Energy exports to the EU decreased
The real dynamics of energy trade between the US and the EU demonstrate a discrepancy between political statements and actual market processes. According to detailed industry statistics, over the past four months – from September to December – the European bloc countries have reduced their purchases of oil and liquefied natural gas from American suppliers …
Economic Dominance – Why is Trump acquiring “Golden” shares in critical industrial champions in the US?
In the first nine months of his second term, President Trump has overseen a government raid into the boardrooms of strategic corporations. Trump has unveiled a plan to weaken the dollar to boost U.S. exports and reduce its trade deficit with countries around the world, while attempting to rebuild the country’s industrial base and restore …
The Americans who changed the course of US Capitalism (extremely aggressive)
The story of American capitalism may have begun with the Founding Fathers, but much of the plot was written in the years that followed. Countless people have played a role in transforming the U.S. economic system, capitalism, into what it is today. The Trust Economics has highlighted some of these influential figures. Robert Morris (financier) …
European banks’ return on equity hits 300% in 5 years
Despite their explosive rise (40% gains for 2025), European bank stocks are facing a tough time as sentiment has already been affected by the new uncertainty in France. Still, investors may find it hard to ignore the momentum of Europe’s best-performing sector so far this year. An investor who bought European bank stocks five years …