For the first time since the end of World War II, the dollar is no longer seen as the sole and undisputed foundation of the international economy. It is not yet a collapse. But it is a gradual erosion of confidence that is spreading from the world’s largest economies to the central banks of emerging …
Tag: Wall street
The 12 US companies with a market capitalization of $30 trln, or equal to US GDP, are driving up stock market indices
The sheer size of the numbers is simply mind-boggling: 12 American companies have a market value of $30 trillion? Note that the U.S. GDP is about $30.8 trillion in nominal terms for 2025, according to IMF forecasts. There are only so many trillions of dollars that can disappear from investors’ portfolios before a recession is …
The world is moving from a regime of deflationary globalization to a regime of geopolitical inflation
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 …
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 …
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 …
Debt is exploding – Oil shock is coming
With strategic oil reserves running dry, energy prices threatening an inflationary holocaust, and the bond market sending out danger signals that suggest the end of Western hegemony, collapse is no longer a hypothetical scenario but a significant possibility. In fact, today’s “calm before the financial boom” seems almost surreal when you compare the hard data …
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 …
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 Artificial Intelligence “Bubble” Could Be the Cause of a New Crash on Wall Street
The economy is built entirely on trust and confidence, and has rarely looked as vulnerable as it does today. Even the usually calm Bank of England and the International Monetary Fund are now warning of the possibility of a sharp, destabilizing correction in stock markets, which have been overblown by excitement about the transformative potential …
Four reasons why gold is considered a safe haven investment today
Markets are facing an environment of high uncertainty and rising risks, which naturally reinforce the demand for gold as an investment haven. The threats to portfolios are everywhere and are unlikely to recede in the near future. The dominant financial orthodoxy in the United States continues to revolve around the dollar, comparing it exclusively to …