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 …
Tag: growth
Trump’s Economic Policy is based on the investment model that made him a billionaire in real estate
US President Donald Trump’s recent statements are part of a strategy he has followed throughout his business career. More specifically, in interviews and public appearances last week, Trump emphasized, among other things: Trust Economics emphasizes that the President is simply following the same investment model that made him a billionaire in the commercial real estate …
The Global economy reaches the “limits of growth” closing a 200-year Global Wealth cycle – The new Historic Wealth cycle
The global economy is at a major crossroads, and we must prepare for rapid economic change. The world is moving from having enough goods and services for everyone to not having enough to meet needs. The dynamics of the economy are very different when there are not enough goods and services for everyone. The sought-after …
The transformation of the EU economy into a war economy will operate its defence industry as the EU’s economic lifeline
The big question for Europe’s economic development is to minimize or even eliminate the distance that separates it from the digital and technological level at which the USA and China are located. It is characteristic that in most technological conferences around the world, it is heard that “in a world that innovates, Europe legislates”. And …
Why is the Russian Economy growing continuously during the War in Ukraine?
The Russian economy during the years of the war in Ukraine “runs like a bullet”, according to the findings of the European Bank for Reconstruction and Development EBRD. The World Economic Outlook of the IMF points out that Russia is expected to grow in 2024 faster than all advanced economies, in particular the Russian economy …
Excessive Public Debt is killing the Middle Income class – the “lifeblood” of Consumption
Every promise by politicians to increase public spending – and especially those concerning social transfers – resonates positively with voters. These promises may win elections, but what voters themselves should be asking is: Who pays the bill? The common narrative in the US that the debt is unsustainable which has a life of 40 years …
Why does GDP growth equal population growth and productivity growth?
Even before the advent of the Covid-19 pandemic, the world had entered a strange phase, where the demographic pyramid after many generations was being reversed, as the world is getting older. The effects of this aging were first seen in Japan (the first post-development economy) and then in the E.U. and China which are the …
The Real-estate market in turmoil and how the EU & USA is hitting Growth
Investments in real estate are traditionally made with loans, the vast majority of which have a variable interest rate. Rising interest rates increase the cost of servicing loans and consequently reduce or eliminate the profit of the companies that own the properties. Already, internationally, the first effects are being observed, with many large companies that …
FED: Raised interest rates to 15-year highs
In a new increase in interest rates, this time by 50 basis points, the US Federal Reserve proceeded in an attempt to contain inflation that “runs” at a multiple rate of the 2% target. The Fed’s key dollar lending rate is now in the range of 4.25% to 4.50%, the highest since 2007. Federal Reserve …
Emerging Stagnant-inflation in the Eurozone/EU & USA
Inflation begins to make a threatening appearance in the EU and US since last summer due to a combination of dynamic economic recovery in COVID-19 conditions, serious problems in international trade and supply chains and upward trend in international oil and mainly gas prices. Inflation had reached high levels before the Russian invasion of Ukraine. …