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: stocks
EU Dilemma: Use the Anti-Coercion Instrument (ACI) or Liquidate $8 Trillion in US Bonds and Stocks
The impact on the euro from US President Donald Trump’s new trade threats to European governments over Greenland may be limited, as the United States is heavily dependent on Europe for its financing, according to Trust Economics, a consulting and economic research firm. According to Trust Economics, Europe is the largest creditor of the US …
Mammoth debt,War, the AI bubble bursts
Artificial intelligence, which was presented as the “revolution that will save the world economy,” is now turning into a nightmare for investors and businesses. At the same time, geopolitical tensions are escalating… A view from the future In this context, Vladimir Putin has achieved significant successes in the war against Ukraine and has begun to …
Historical record in stock investments – Half of Americans’ savings, at $30 trillion, in the “bubble”
A huge disaster looms ahead as the Wall Street bubble is poised to burst: Americans now have more money invested in stocks than ever before, according to Federal Reserve data. At the same time, the consumption that drives the economy’s growth is being driven by the top 10% of households, who account for just under …
Why are US stocks living in an alternate reality?
Stocks seem to be moving in an alternate reality: while indices are hitting historic highs and the market is in a bullish recovery, the underlying economic fundamentals and the real economy don’t seem to fully support this. So what are the forces and factors that explain this “unexplained” rise? From monetary policy easing to investor …
Gold is one of the best investments ever
It’s time to talk about gold as an investment. The precious metal has been in the headlines recently as its price has skyrocketed from $2,300 per ounce to around $3,500 per ounce. The chart is quite impressive, as the price of gold has been rising almost every month for over a year. “So what?” …
Risks to Europe’s financial system from Gold Derivatives
Gold derivatives are now a risk to the global financial system, the European Central Bank said in a note written by its four economists. The note, titled “What does the record price of gold tell us about risk appetite in financial markets?”, comes nearly 25 years after a GATA delegation led by President Bill Murphy …
Bitcoin reveals hard crash in stocks
Bitcoin has a good correlation with the stock market, and we are now seeing it outperform the stock market. Since January 20, 2025, when it hit a new all-time high above $109,000, it has fallen by almost 24%, now trading below $84,000 – and that’s what we call a bear market! On Tuesday, February 25, …
2025 will be a year of shock and awe because of Ukraine – Stocks, bonds and real estate
The geopolitical situation is more precarious than ever in world history due to the crises in Ukraine and the Middle East. The “deep state” in the US, the neocons led by Biden, are doing everything they can to provoke World War III, provoking Russia with missiles from the US and the UK launched deep into …
Why ‘easy money’ caused a bubble in tech companies?
From the beginning of 2022, it is known that the main trend in the technology industry was “artificial intelligence”. While the concept isn’t new — AI is the term many believe has been used to describe the way computers work since at least the 1980s — it has once again captured the imagination of the …