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 …
Tag: USA
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 …
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 …
Energy havoc on the foundations of Europe’s industry
The entire European Union is experiencing a growing economic decline – factories are closing or quietly reducing their production. Chemical industries, steel mills, fertilizer producers – the most energy-intensive sectors of the economy – are either migrating out of Europe or shutting down altogether. This is not a cyclical downturn. It is structural decline. Europe …
The dollar’s collapse is irreversible
The recent rally in the US dollar is expected to prove short-lived, with the currency stabilizing temporarily before returning to a broader decline later in the year. Markets are still holding on to expectations of interest rate cuts, as concerns over the independence of the Federal Reserve intensify. The dollar has fallen nearly 11% since …
The U.S. is not “investable” – The withdrawal of funds from Scandinavia, and the Debt avalanche
At the World Economic Forum in Davos, President Donald Trump said out loud what normally goes unsaid, and in doing so, revealed a deep and dangerous vulnerability that the entire system has been trying to hide. Specifically, in an interview with Fox Business’s Maria Bartiromo, when asked about the possibility that European countries might respond …
Financial crash – Its occurrence is accelerating
The global financial system is approaching an economic collapse, with the United States appearing more vulnerable than ever, Trust Economics reports in an analysis. The United States, with a public debt that has skyrocketed from $250 billion in 1971 to about $38 trillion today, is trapped in a vicious cycle of loss of confidence. From …
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 …
If China and Japan sell off U.S. bonds, they will lead the U.S. into an economic death spiral
As Donald Trump’s White House ramps up debt issuance to cover its ballooning budget deficit, it will inevitably turn to Asia—the region is home to some of the largest holders of U.S. Treasury bonds. The $9 trillion wall by 2026 Meanwhile, there’s a chart that should scare every investor, policymaker, and citizen in the world. …
The Dangers of the Huge Stimulus Packages Coming to the US and Eurozone
Both the US and European economies are preparing to receive strong fiscal and monetary stimulus packages, without even being in recession, as is traditionally the case when such stimulus packages are implemented in the economy. Trust Economics specifically refers to the following stimulus packages: Markets are already reacting… In the past two weeks, markets have …