Despite the undisputed dominance of the US dollar in the international financial system, developments in recent years have intensified discussions about the de-dollarization of the global economy. And while the dollar still holds the top spot by a wide margin, a new question is gaining increasing importance: can the Chinese yuan overtake the euro and …
Is a tipping point approaching where the world will abandon the dollar?
The debate over the dollar’s ability to maintain its dominant role in the global economy has intensified considerably over the past eighteen months. For some, a tipping point is approaching at which the world will abandon the dollar. For others, the currency’s inherent strengths will make it resilient even in the face of the latest …
Gold has proven to be an effective store of value over time
The recent correction of more than 20% in gold and silver prices from their January 2026 highs has led many to conclude that the bull run for precious metals is over. However, according to Trust Economics, the current correction may be more of an opportunity than a sign of a change in the long-term trend. …
Eurozone inflation brings new interest rate hikes from the ECB
A new surge in eurozone inflation has reignited fears of a prolonged wave of deflation and left the European Central Bank facing tough decisions. The surge in energy prices due to the geopolitical crisis in the Middle East and the war in Iran is defying expectations of price stabilization. Eurostat data showed that inflation in …
Russia’s €200bn lawsuit against Euroclear threatens total collapse of the global financial system
The European Union, concerned by the Moscow court ruling, has launched a risk assessment of the Brussels-based central securities depository. At the same time, discussions have begun within the EU about possible support for Euroclear, following the ruling of the Moscow Arbitration Court, which upheld a lawsuit by the Central Bank of the Russian Federation …
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 …
Risk of hyperinflation in the US – The Persian Gulf Kingdoms will not buy surplus dollars, but yuan
Geopolitical developments affect the global economy in real time and the US no longer has the power to deal with the consequences of the crises it causes. We are already in a new era and the war with Iran is probably the last one that America makes as a superpower. Although the stock market has …
The oil shock brings Central Banks into conflict with Governments
Risks to global inflation remain strongly on the upside, as the oil price shock may have longer-lasting and more persistent knock-on effects than initially expected, according to new analysis by Trust Economics. The report’s key finding is that the deflation of inflation in the coming years may prove much slower, particularly in advanced economies and …
If banks have difficulty replacing expiring SRTs, then this systemic bomb will blow markets into the air
SRTs (Significant Risk Transfer), the new, rapidly growing “fashion” of European banking giants, are coming under the microscope of international regulators and central banks. This is an extremely complex financial tool through which credit institutions transfer the default risk of their loan portfolios to hedge funds and private equity funds. While the strategy is a …