GEAB N°6 - Contents




1- Global systemic crisis - Phase II: Only a few weeks left to avoid the worse…

The start of phase II, the so called “acceleration phase” embodied in the fall of all stock market indicators of the planet, and in particular those of the main stock exchanges, means that leaders of the world economic and international financial system (central bankers, G8 Ministers for Finance, the IMF.) are carrying on a flight forward strategy, pretending to validate situations that they actually do not control, and that they had not anticipated at all... (p. 2)

2- The 4 structural stages of the acceleration of the global systemic crisis

Stage 1 - Collapse of global stock exchanges and temporary liquidation in Dollars / Stage 2 - Awareness of the deadlock of US rates policy: towards stagflation or towards hyper-inflation? / Stage 3 - Accelerated flight away from the dollar and the end of its monopoly on energy / Stage 4 - Emerging of consequences in the fields of growth and employment … (p. 3)

3- EU Borders – The end of the myth of eternal enlargement

Turkey-Ukraine: the countries which will not enter the EU / The Balkans: last enlargement of the 20 years next / Russia: the key to solve EU-Turkey problem
The increasing difficulties of the process of Turkey entering the European Union contrasts with the progressive entry “piece by piece” of the former Yugoslavia (Slovenia is already a member and Croatia is starting its adhesion process while proposals to integrate the other Balkan countries multiply)… (p. 11)

4- Investors’ Corner - How to survive the global collapse of the world stock market: Sectors to follow/Sectors to get out of

The LEAP team has already been making - in anticipation - a whole series of recommendations on this matter, since February 2006. Presented here is an update of these elements for investments in the middle to long term (at least 5 years)… (p. 13)

5- GlobalEurometre

This month’s indicators of the GlobalEurometre: Tide-Action, Tide-Legitimacy, Tide-Governance and Tide External/Defence and a special Euronext indicator. (p. 16)

Lundi 2 Octobre 2006


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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