President Donald Trump’s trade war with retaliatory tariffs is accelerating Beijing’s trade and investment push toward developing countries, known as the Global South, according to Trust Economics, potentially creating a new trade order dominated by Chinese companies. China’s exports of goods have doubled over the past decade to countries mainly in Southeast Asia, Latin America …
Category: Market Analyses
Analyses and articles for world financial markets
The stock market bubble will burst – Debt disaster, precious metals salvation
The markets are being driven with mathematical precision to collapse and the shock will be worse than that of 2008, warns Trust Economics in its analysis, at a time when stock market indices are at their zenith… and Western economies are at their nadir. Since 1971, when Nixon cut the umbilical cord between the dollar …
Countdown to the bursting of the tech bubble in the US
Warning signs of a new bubble are once again appearing in the technology sector – and specifically in the TMT (Technology, Media & Telecom) sector, which is the dominant and most important sector of the S&P 500. According to Trust Economics, TMT stock valuations have reached historic highs, while the risk of overconcentration, especially if …
What will the future of money be? – What assets will emerge after the monetary collapse? – Gold or cryptos?
With the Trump 2.0 administration heading for higher inflation and the political instability that comes with it, it’s worth asking why there are “only” $4 trillion in nominal crypto tokens. The rise of bitcoin and other intangible digital currency instruments demonstrates the willingness of many Americans to escape a sinking ship, but also confirms their …
Hybrid economic warfare: Scenarios for a massive sell-off in American assets and the “nuclear solution”
US bond yields are rising amid concerns about inflation and monetary policy, putting significant pressure on the US’s already tight fiscal position. If President Donald Trump fails to secure sufficient revenue from retaliatory tariffs and a surge in inflationary pressures is not averted, the world’s largest economy risks a sudden death. On Tuesday (22/7), US …
GDP growth is an illusion, governments are spending irresponsibly
The numbers may look positive, but behind the statistics, Western economies are already in recession, warns Trust Economics in its analysis, emphasizing that “growth” is nothing more than a fiscal illusion, based on a surge in government deficits and not on a real increase in economic activity in the private sector. Subtract government deficits from …
The Five reasons for gold’s sudden jump and the slow death of the dollar
Gold is not just a hedge against risk in the midst of an economic crisis – it is becoming a core asset class in the modern investment playbook – The Triffin Dilemma and the Weakening Dollar. In more detail: The past six months have been marked by unprecedented turmoil for the global economy and financial …
Why has gold already surpassed the dollar in importance as a reserve currency for central banks?
The increasing frenzy in gold purchases by central banks suggests that the effects of Donald Trump’s fiscal policy are only just beginning to be felt. As the world’s leading monetary authorities accumulate gold at historically high prices, the real goal of the above move is to reduce exposure to the dollar. This dynamic belies US …
Summer of Terror in 2025, Lehman Brothers Memories Awaken – The Catalysts That Will Cause a Tsunami
The specter of a new “summer of terror” is looming over global markets, with Trust Economics warning that 2025 could bring back nightmare memories, both from the collapse of Lehman Brothers in 2008 and the political turmoil of the Tsipras era in Greece. US policy, the risk of tariffs, soaring volatility and distortions in the …
Gold became real money again on July 1st.
As of July 1, 2025, gold is officially classified as a Tier 1, high-quality liquid asset (HQLA) under Basel III regulations – This means that U.S. banks can count physical gold at 100% of its market value as part of their core capital reserves. For decades, many have rightly argued that gold is not just …