Warning signs of a new bubble are once again appearing in the technology sector – and specifically in the TMT (Technology, Media & Telecom) sector, which is the dominant and most important sector of the S&P 500. According to Trust Economics, TMT stock valuations have reached historic highs, while the risk of overconcentration, especially if …
Big Mistake! The borrowing cost of Greece and the South of the EU is close to that of Germany and France
How much do bond markets want to drive us crazy, while those who are not involved in the subject give investment advice? At a time when Hurricane Trump has caused international turmoil through retaliatory tariffs and an underground currency war regarding the dollar exchange rate, the once-maligned European South is on the first… shelf of …
Real estate crisis in the US and China creates panic in the global economy
The countdown to the global economy has begun, with the two largest real estate markets on the planet, China and the United States, cracking at the seams and bringing about a new 2008-style financial crisis. We are no longer talking about just a “bubble” that is ready to burst, but about a systemic disintegration. In …
What will the future of money be? – What assets will emerge after the monetary collapse? – Gold or cryptos?
With the Trump 2.0 administration heading for higher inflation and the political instability that comes with it, it’s worth asking why there are “only” $4 trillion in nominal crypto tokens. The rise of bitcoin and other intangible digital currency instruments demonstrates the willingness of many Americans to escape a sinking ship, but also confirms their …
Why don’t central bankers want private money? – The stablecoins revolution
In a recent speech in Portugal, Christine Lagarde — president of the European Central Bank (ECB) — gave a stern warning about the emergence of stablecoins, stating that they could lead to the creation of “new private currencies.” These stablecoins, which are tokens (digital tokens) backed by government currencies (fiat), pose a serious threat to …
Trump brought the EU to its knees – Two trillion are leaving for the USA – Stop subsidies and a welfare state
Hybrid economic warfare: Scenarios for a massive sell-off in American assets and the “nuclear solution”
US bond yields are rising amid concerns about inflation and monetary policy, putting significant pressure on the US’s already tight fiscal position. If President Donald Trump fails to secure sufficient revenue from retaliatory tariffs and a surge in inflationary pressures is not averted, the world’s largest economy risks a sudden death. On Tuesday (22/7), US …
Europe survived the public debt crisis but the hard euro will kill it – Export collapse
The European financial landscape is currently facing a powerful combination of factors that are causing concern in its banking sector and beyond – it has sounded the alarm even though this has not been seen in what the established financial media is reporting. Despite statements by Brussels officials about an “opportunity for the euro” to …
The US-China currency war is putting the final nail in the coffin of the global economy
The U.S. economy has not faced such a tariff regime in nearly 80 years. It is in a situation without historical precedent and therefore without the possibility of “ready-made recipes.” Given the absence of recent historical precedent, the Federal Reserve is waiting for more evidence that consumer prices are not rising sharply due to tariffs …
GDP growth is an illusion, governments are spending irresponsibly
The numbers may look positive, but behind the statistics, Western economies are already in recession, warns Trust Economics in its analysis, emphasizing that “growth” is nothing more than a fiscal illusion, based on a surge in government deficits and not on a real increase in economic activity in the private sector. Subtract government deficits from …