The global economy is one step away from a serious crisis, which will start again in the United States but this time will concern the country’s excessive public debt, warns Trust Economics in a report. The American economy is facing a significant turning point, which does not just concern interest rates or debt, but the …
Category: Financial Markets
Bretton Woods III from Russia, China and India with a Chinese wall of gold, energy and commodities
Beyond the fading glory of the G7 and G20 — groups of states formed in the aftermath of World War II and now mired in stagnation and demographic decline — a new alliance has emerged on the geoeconomic map: the BRICS+ group. This coalition — Brazil, Russia, India, China and South Africa — represents a …
The Shanghai Composite Index (SCI) closed at 3,728 points – a global signal that the rules of global trade are being rewritten
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 …
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 …