GEAB N°42 - Contents


- Published on February 16, 2010 -



Second half of 2010: Sudden intensification of the global systemic crisis – Strengthening of five fundamental negative trends
Our team anticipates, in this 42nd issue of the GEAB, a sudden intensification of the crisis in the second half of 2010, caused by a double effect of a catching up of events which were temporarily « frozen » in the second half of 2009 and the impossibility of maintaining the palliative remedies of past years… (page 2)
. The five characteristics which make up the « Greek case » into the tree with which one tries to hide the forest (page 5)
. Goldman Sachs’ role in this Greek tragedy… and the next sovereign defaults (page 7)
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Three fundamental trends aggravating the crisis in the second half of 2010
For LEAP/E2020, behind the « sophisticated » dissertations on the exit from the crisis and the end of the policies of support for the economy and the financial sector hides a very simple truth, but one which governments and central bankers are unable to express: they don’t know what to do? when to do it? how to do it? and if they should do it alone or with the other big global players?… (page 9)
The explosion of the bubble in public deficits and the corresponding increase in states failing to pay (page 10)
The fatal impact of the Western banking system with mounting payment defaults and the wall of maturing debt (page 13)
The inevitable rise in interest rates (page 15)
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Russia: Better prepared to face the coming years than the other big global players
That may seem paradoxical, especially for those who merely read the Western media, however the country has gone through a major transition towards the world after 1945 … since 1989. Russia is, a priori, assured of a lasting period of stable central power, which is far from being the case for the other major global players… (page 17)
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Strategic and operational recommendations
Currencies, Commercial real estate, Stocks, Precious metals (gold, silver, platinium…) (page 21)
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The GlobalEurometre - Results & Analyses
This month’s results show the existence of very contradictory trends, with strong directional changes depending on the issues. March will show whether these changes are lasting, or simply a sign of general confusion created by media commentary which is contrary to the personal experiences of those polled… (page 22)
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Mardi 16 Février 2010


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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