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...
Tag: brics
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...