GEAB N°37 - Contents


- Published on Septembe 16, 2009 -



Global systemic crisis: In the pursuit of the impossible recovery
Before this summer, LEAP/E2020's team announced that there would be no recovery in sight in September 2009, and not until summer 2010 in any event. Well indeed, contrary to the claims of the media, and financial and political circles, we confirm our anticipation... (page 2)
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States trapped into never-ending financial support to a moribund global economy
The slowdown in the speed of collapse of the global economy, at the origin of all the « good news », is only due to the world's enormous public financial effort of the last twelve months… (page 6)
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Inconsistent statistics reflect a chaotic world economy
Measurement data and instruments have been so manipulated and limited to a volatile US Dollar as sole benchmark, that no government, international organisation or bank can now tell in which direction the global system is heading… (page 8)
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The US consumer at the heart of the impossible global recovery
At the core of this reality one finds, naturally, the poor American consumer, and already the term “poor” is used in the literal sense because American household incomes have seen their sharpest fall since the inauguration of this index in 1947... (page 11)
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Summer 2009 - Japan and Taiwan: Two illustrations of Asia’s rapid shift outside the post-1945 geopolitical order
In summer 2009 obviously no major geopolitical crisis, such as the Russian-Georgian conflict last summer or the Israel-Hezbollah conflict in summer 2006, took place. However it would be incorrect to conclude that nothing strategically important happened this summer… (page 13)
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Residential and Commercial: The property crises follow on but get differentiated
Whereas the crisis of residential real estate is still raging (including in the United States), it is now up to the commercial real estate to fall into disarray. No surprise ahead for the readers of the GEAB, but trends which differ according to regions… (page 17)
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Recommandations
Currencies/Gold ; Inflation or deflation ; Stocks/Bonds; Treasuries (page 21)
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The GlobalEurometre - Results & Analyses
An increasing majority of Europeans (64 percent versus 50 percent in June) fear social and political disorder in their country… (page 24)
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Mercredi 16 Septembre 2009


In the same category:

GEAB 55 - Contents - 16/05/2011

GEAB 54 - Contents - 16/04/2011

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GEAB N°61 - Contents

- Published on January 16, 2012 -

Global systemic crisis - 2012: The year of the world’s great geopolitical swing
This GEAB issue makes it six years that the LEAP/ E2020 team have shared their anticipations with their subscribers and readers of their public briefing on the development of the global systemic crisis each month. And, for the first time, in the January issue which presents a summary of our anticipations for the year to come, our team anticipates a year which will not result solely in a worsening of the world crisis but which will also be characterized by the emergence of the first constructive elements of the “world after the crisis”… (page 2)
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USA 2012: on the way towards the tragedy of QE3
Today, US financial policy is confronted by the sovereign debt crisis of which it will be the ultimate victim in 2012. As LEAP/E2020 anticipated, the 2011 European debt detonator has truly ignited the 2012 American sovereign debt bomb, even if the media coverage desperately tries to make us believe the opposite. The massive sale of US Treasury Bills by the planet’s major central banks in the second half-year 2011 perfectly illustrates this situation incidentally… (page 7)
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ANTICIPATIONS 2012 - ‘20-UP AND 15-DOWN’, THIRTY FIVE KEY TRENDS FOR 2012
Up or Down? The United States' political paralysis; The City and Wall Street ; The rise in interest rates; The forfeiting of value to Wall Street and the City; The value of Chinese reserves; The Pound Sterling (and Gilts); Euroland as new European sovereign; The USA-China “little cold war”; Italy; The importance of the US Dollar in world trade transactions; Rating agencies; The “great European public borrowing” (GEPB); MerkHollMont; Ron Paul; The number, size and influence of Western banks; The continuation of gold’s return in the international monetary system; Recessflation; Sarkozy, Cameron, Netanyahu and Medvedev; The BRICS maturing as a pro-active world player; Turkey’s exit from the Western camp; The Tobin Eurotax; Secular and pro-Western forces in the Muslim world; Growth; The usefulness of the G20; Lawsuits against those managing banks and hedge funds; The splitting of the world monetary system into three zones: Dollar, Euro, Yuan; The widespread downgrade of Western public debt; Peoples' anger; The Euro crisis; The EU as the principal incarnation of Europe; QE3 as the ultimate weapon for saving the US economy; The US’ capacity for military intervention; The West as a community of relevance and values; Scottish independence; Le détroit d'Ormuz et un nouveau contexte de crise au Moyen-Orient ; L'indépendance de l'Ecosse; The Straits of Hormuz and a new context of the Middle East crisis (page 19) (page 19)
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The GlobalEurometre - Results & Analyses
We are seeing a strengthening in the majority considering that common European solutions to the crisis are more effective than national ones (80% in January versus 77% in December)… (page 33)
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