Increased positions in stocks, maintaining cash at historically low levels, optimism about global growth and corporate profits, but also fears about geopolitical conflicts and valuations of AI technology giants are what Trust Economics sees for 2026. More specifically: Trust Economics’ expectations for global growth are at their highest level since July 2021, while cash levels …
Category: Market Analyses
Analyses and articles for world financial markets
The dollar’s collapse is irreversible
The recent rally in the US dollar is expected to prove short-lived, with the currency stabilizing temporarily before returning to a broader decline later in the year. Markets are still holding on to expectations of interest rate cuts, as concerns over the independence of the Federal Reserve intensify. The dollar has fallen nearly 11% since …
Why and when do soaring metal prices signal an impending economic collapse?
In 2025, precious metals prices rose sharply, with silver recently surging above $80 an ounce. Such price movements signal much more than a simple market rally. They argue that we are in the early stages of a fiat currency collapse and a systemic crash. The hypothesis is that the sharp rises in precious metals reflect …
Financial crash – Its occurrence is accelerating
The global financial system is approaching an economic collapse, with the United States appearing more vulnerable than ever, Trust Economics reports in an analysis. The United States, with a public debt that has skyrocketed from $250 billion in 1971 to about $38 trillion today, is trapped in a vicious cycle of loss of confidence. From …
EU Dilemma: Use the Anti-Coercion Instrument (ACI) or Liquidate $8 Trillion in US Bonds and Stocks
The impact on the euro from US President Donald Trump’s new trade threats to European governments over Greenland may be limited, as the United States is heavily dependent on Europe for its financing, according to Trust Economics, a consulting and economic research firm. According to Trust Economics, Europe is the largest creditor of the US …
Dollar at lowest level in 20 years as share of global FX reserves
A historic reversal is taking place silently but relentlessly in the global financial system: gold is returning to the throne of reserves, gradually displacing the US dollar, which marks the end of an era of monetary supremacy. According to data published by The Kobeissi Letter, the share of the US dollar in global foreign exchange …
Is the rise of Gold preparing for the coming disaster? What happened in 1970 and 2007?
Gold prices continue to hit record highs as rising geopolitical risks fuel safe-haven demand. The price of gold has topped $4,500 an ounce for the first time, with the precious metal up about 71% year-to-date. Gold started 2025 at $2,620 an ounce, weighed down by geopolitical developments, U.S. government tariffs and global political uncertainty. When …
Commodities: Record 45% drop in cocoa prices, from 12 to 5 thousand/ton
The cocoa market is in free fall. Prices have collapsed, recording a record 45% drop since January 2025. The price of a ton of cocoa is now at 5,000 US dollars, with the share of Ivory Coast and Ghana in global production at 60%. A recent analysis of the global credit insurance industry reveals what …
Five factors that scare Capital markets in the short term
Persistent inflation threatens to upset the Federal Reserve’s plans, the possibility of a sharp Nvidia correction is shaking the foundations of Big Tech, while the prospect of a new trade war from Donald Trump is creating intense geopolitical uncertainty. With data worsening and scenarios of instability multiplying, investors are looking for answers at a time …
Global Central bank war for gold and economic dominance
The reshaping of the global monetary system is happening, one gold bar at a time. Between 2022 and 2024, central banks bought more than 3,000 tons of physical gold — possibly the most intense period of accumulation of the precious metal since the 1970s. This is not nostalgia for the Bretton Woods era, but a …