The 12 US companies with a market capitalization of $30 trln, or equal to US GDP, are driving up stock market indices June 4, 2026 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…
Russia’s €200bn lawsuit against Euroclear threatens total collapse of the global financial system June 4, 2026 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,…
If banks have difficulty replacing expiring SRTs, then this systemic bomb will blow markets into the air May 28, 2026 SRTs (Significant Risk Transfer), the new, rapidly growing “fashion” of European banking giants, are coming under the microscope of international regulators and central banks….
The oil shock brings Central Banks into conflict with Governments May 28, 2026 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…
Risk of hyperinflation in the US – The Persian Gulf Kingdoms will not buy surplus dollars, but yuan May 28, 2026 Geopolitical developments affect the global economy in real time and the US no longer has the power to deal with the consequences of the…
The world is moving from a regime of deflationary globalization to a regime of geopolitical inflation May 28, 2026 Investors around the world continue to act as if the AI boom is more important than the bond market. And they are giving US…
The FED’s $ liquidity swap line to the Gulf countries is to obey the $, so that they do not head towards the CN¥ May 21, 2026 -The White House narrative is simple: The war with Iran has shattered the Persian Gulf economy, and the US is offering its allies a…
Fears are growing of a new, sweeping financial crash May 21, 2026 A familiar historical moment seems to be reliving on Wall Street in London and Hong Kong, as the current stock market, technology euphoria is…
The US lost the “ΑΙ race”: When you restrict a country that has factories, it develops what you deprive it of May 21, 2026 In recent years, technology has not only evolved; it has evolved exponentially. And in the midst of this evolution, the US-China relationship has ceased…