Investors around the world continue to act as if the AI boom is more important than the bond market. And they are giving US President Donald Trump the opportunity to counter the high gas prices with record performance on Wall Street – where the richest 10% of households own 90% of the stock market. The …
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Risk of hyperinflation in the US – The Persian Gulf Kingdoms will not buy surplus dollars, but yuan
Geopolitical developments affect the global economy in real time and the US no longer has the power to deal with the consequences of the crises it causes. We are already in a new era and the war with Iran is probably the last one that America makes as a superpower. Although the stock market has …
The oil shock brings Central Banks into conflict with Governments
Risks to global inflation remain strongly on the upside, as the oil price shock may have longer-lasting and more persistent knock-on effects than initially expected, according to new analysis by Trust Economics. The report’s key finding is that the deflation of inflation in the coming years may prove much slower, particularly in advanced economies and …
If banks have difficulty replacing expiring SRTs, then this systemic bomb will blow markets into the air
SRTs (Significant Risk Transfer), the new, rapidly growing “fashion” of European banking giants, are coming under the microscope of international regulators and central banks. This is an extremely complex financial tool through which credit institutions transfer the default risk of their loan portfolios to hedge funds and private equity funds. While the strategy is a …
The FED’s $ liquidity swap line to the Gulf countries is to obey the $, so that they do not head towards the CN¥
-The White House narrative is simple: The war with Iran has shattered the Persian Gulf economy, and the US is offering its allies a lifeline. -The mainstream media narrative: -The real question: who gets access to the Fed’s balance sheet — and on what political terms. Mainstream media coverage points vaguely toward the instability of …
Fears are growing of a new, sweeping financial crash
A familiar historical moment seems to be reliving on Wall Street in London and Hong Kong, as the current stock market, technology euphoria is increasingly compared to the era of the dot-com “bubble” of the late ’90s. Although technology stocks continue to climb to historic highs, many express concern that the market is ignoring deeper …
USA: The real economy is collapsing, while the historic highs of the stock market show a false picture
President Trump’s panic about the unpleasant situation he faces and the risk of losing his position, comes from the real economy and specifically from the high cost of living with gasoline reaching $4.50 a gallon. The high cost of living for American citizens and the collapse in the polls forced President Trump to cancel Project …
Issuance of Eurobonds worth 4,5 trillion euros is required for Europe’s strategic autonomy
The only obstacle and most important to the issuance of Eurobonds that will finance the EU’s strategic autonomy is Germany. The only major country in the Eurozone with an “excellent” credit rating (AAA) refuses to accept joint borrowing and the issuance of the Eurobond. To achieve the strategic autonomy of the Old Continent requires three …
Will the FED provide liquidity to the Persian Gulf countries, or will China do it with the yuan?
The development that the United States will be forced to provide dollar liquidity to the United Arab Emirates and other Persian Gulf states affected by the closure of the Strait of Hormuz will be very bad news for the “petrodollar”. The Federal Reserve (Fed) has used swap lines with foreign central banks as a key …
Iran will finance its reconstruction by collecting part of the oil revenues of the Persian Gulf states
Following the April 8 ceasefire and Donald Trump’s state-sponsored withdrawal from Iran, it appears that the Iranians will be able to permanently impose a “transit fee” on all oil passing through the Strait of Hormuz. Bloomberg reported that the Islamic Republic intends to impose a $1 per barrel fee, payable in bitcoin, on every cargo …