Trump’s Brazil Barrage: Tariffs, Tantrums, and a Tropical Witch Hunt
Donald Trump has once again lobbed a diplomatic grenade, this time in the direction of Brasília. His threat to impose a whopping 50% tariff on...
Tag: brics
Trump’s Middle East Policy: A Blueprint for Regional Chaos
If Donald Trump’s latest stance on Gaza and the Middle East proves anything, it’s that short-term thinking and reckless bravado remain the defining pillars of...
Trump’s Foolhardy Dollar Crusade
President-elect Donald Trump has once again shown his knack for turning complex global financial systems into personal political games. This time, he declared war on...
2024, a High Geopolitical Risk
After 2023, an excellent year for risky assets despite the war in Europe and the Middle East and an increasing confrontation between the United States...
Oil in 2024
Despite constant bearish talk about energy demand, global oil consumption increased by 2.3 million barrels per day in 2023. The final stage of the post-Covid-19...
What scenario for interest rates in 2024?
The market has once again become hopeful. The Fed has completed its job, and we can now contemplate a rate cut in 2024 and, more...
Why an American Recession Should Remain the Main Scenario
Could the Fed be wrong? In its recent projections, including the one for 2024, with a 50 bps decrease, the central bank no longer considers...
The BRICS Bloc: A Future Giant is Born
The term “BRIC” was coined in 2001 by economist Jim O’Neill at Goldman Sachs Group to highlight the strong growth rates in Brazil, Russia, India,...
The Ukrainian trap
“Kyiv might give up its claims on Russian territory in exchange for NATO membership.” This suggestion comes from Stian Jenssen, the Chief of Staff to...