Analysis on global macro, geo-economics and the multipolar transition — published as it is written, and left on the record.
More than a decade after the invention of Bitcoin in 2008 by a group of techies using the name Satoshi Nakamoto and almost three years after…
For someone with a such a personal and professional interest in the future of the Middle East and North Africa (MENA) region – cf. my bio, my book “A New…
Known as the Digital Currency Electronic Payment (DC/EP), the CBDC (Central Bank Digital Currency) project piloted by the People’s Bank of China is so far the…
Central banks have been stepping up efforts to create new electronic currencies in an attempt to counter the threat posed to their monetary power by private…
The GCC countries have been hit hard by the most severe macroeconomic shock in their history as independent nations. The collapse of oil prices earlier this…
On June 17 2020, ahead of a tense EU-China summit, the European Commission published a white paper on levelling the playing field as regards foreign subsidies.…
Rare earhs could become a focal point in the coming trade battles following the scraping of that agreement. Several initiatives like Sen. Ted Cruz ORE legislation…
the main focus for observers of the Chinese economy n the coming months and quarters should not be on the overall size of the stimulus package…
A temporary production reduction agreement under current conditions is not necessarily in the interest of all stakeholders in the global oil industry This deal will not…
In order to better measure the impact of value chains fragmentation, we conducted an “input-output” analysis to highlight the dependence of the US economy on Chinese…
Once again, Argentina is embarked on a complicated debt restructuring process. This post exposes some key facts and figure and makes some observations from the macro…
Saudi Aramco’s IPO was introduced as a central element of Vision 2030, the ambitious economic diversification strategy unveiled by Prince Mohammed bin Salman (MBS) in January…
Pieces are published as written and left on the record. Analysis reflects the information, circumstances and judgements current at the time of publication, and is not revised retrospectively — some of it has since been overtaken by events. Nothing published here constitutes investment advice, nor an offer or solicitation in respect of any security or financial instrument.
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