How is the Central Bank of China preparing the “funeral” of the dollar and the new monetary order? July 3, 2025 The Chinese do not speak often, as the Confucian tradition dictates, but when they do, they do not babble. Pan Gongsheng, head of the…
Trump’s Political Victory with Trade Deals May 15, 2025 Trump’s April 2 “Liberation Day” tariff announcement sparked sharp volatility in U.S. government debt and equity markets, with the S&P 500 index falling as…
Central banks are geometrically increasing their purchases of gold and are abandoning the dollar May 8, 2025 Record gold purchases by central banks signal a major shift in the monetary order – a shift in foreign exchange reserves and significant cracks…
The appreciating yen and the depreciation of the dollar became a nightmare for Japan May 8, 2025 As Donald Trump tries to weaken the dollar to boost the US economy and manufacturing, the Japanese yen is developing safe-haven behavior faster than…
The trade war is becoming monetary – Dilemma whether to devalue their currency April 24, 2025 Uncertainty over US policy has led to a flight from the dollar and US bonds, with the dollar index down more than 9% so…
The bursting of the tech bubble will lead to new investment horizons April 24, 2025 For 49% of fund managers, gold is the most crowded investment (i.e. when many investors adopt a particular strategy). This is the first time…
USA: three scenarios for the evolution of Trump’s aggressive trade policy April 24, 2025 Three scenarios for the course and impact of US President Donald Trump’s trade policy have been drawn up by the research and consulting firm…
Trade war is coming, consumer confidence is leaving – ECB survey April 17, 2025 One doesn’t have to be a big economist to conclude that as concerns about geopolitical tensions intensify, consumer confidence is being hit harder. A…
US trade war with China: now the real difficulties begin for Trump April 17, 2025 Until now, the question has been whether Trump was primarily negotiating or whether he really wanted to bring the biggest disruption to the global…