Government bond prices collapsed globally as investors rushed to bet on higher interest rates after major central banks showed renewed concern that rising oil prices would trigger an inflationary shock. Three weeks after the start of the Iran war, the fallout has put upward pressure on short-term bond yields, defying until recently widespread expectations that …
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The War in Iran and How It Enters as Inflation in Countries’ Economies
The war in Iran with the launch of the military operation “Epic Fury” by the United States forces and the simultaneous attack “Roaring Lion” by Israel on February 28, 2026, marked the beginning of a period of turmoil on the global energy map. What began as a precision military operation aimed at neutralizing Tehran’s nuclear …
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 turmoil in private credit markets is reminiscent of the 2007-2008 subprime mortgage crisis
The cracks in this dark corner of the $1.8 trillion financial markets have clear similarities to the subprime crisis. Liquidity is scarce or even disappearing. The lack of transparency around how assets are valued seems to be fueling investor concerns and leading to funds failing to return capital to investors. This in turn has raised …
The Three pillars of the bull market are collapsing
Serious cracks are appearing in the bullish narrative of international stock markets, as – according to an analysis by Trust Economics – the three main pillars that supported the bull market in stocks are weakening. The market picture is changing rapidly and if the deterioration of technical and macroeconomic indicators continues, the next stage for …
Energy crisis with Iran is driving up inflation and killing industry in the EU
The European Union had years to prepare for an energy crisis after the 2022 shock. Thanks to a mild winter and ample supply from the United States, the European gas crisis was far less severe than many feared. However, the continent avoided blackouts and economic collapse largely thanks to a combination of good luck in …
Artificial Intelligence: How is innovation, startups and investment activity affected?
The investment world is currently experiencing a new frenzy as a result of the Artificial Intelligence (AI) wave that is radically reshaping the business landscape. This momentum creates enormous opportunities for rapid capital appreciation, but at the same time raises the risk of a new bubble — possibly bigger than the dot-com bubble. Although artificial …
The German model of the “Fiscal Debt Brake” is registered as a Fiscal Rule in the Constitution of Greece
The European Commission’s study on the sustainability of the debt of its member states (Debt Sustainability Monitor 2025) predicts for Greece that its public debt will remain more than double the Maastricht limit of 60% in the medium term (at 124% of GDP in 2036). In essence, the current Greek governments are implementing a political …
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 …
How can a country (i.e. USA) with huge debt be saved by restarting its Economy without causing Social chaos?
What is the invisible foundation of the narrative about the depreciation of the US dollar? Let us recall that it is a key goal of the Trump 2.0 administration to address the fiscal derailment and the persistent trade deficits. The Winners and the Losers This leads to the following reasoning: if those who hold the …