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GEAB N°46 (June 16, 2010) - Contents

Global systemic crisis / Second half of 2010: The global system’s four single points of failure

The second half of 2010 will thus correspond to a new step in the global geopolitical dislocation, characterized by an acceleration in the process of strategic, financial, economic and social convulsions centered on four single points of failure of the international system... (page 2)

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Western public debt: When insolvency becomes intolerable

Between now and the end of 2010 the whole world will have learned all the lessons from the « Greek crisis ». In fact, there are only two lessons to learn from… (page 5)

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European austerity: When contextual growth is abandoned in favour of structural stability

In speaking of the Eurozone we have written about « a policy » of austerity and not « policies of austerity » as indeed Germany now sets the standards on the subject... (page 8)

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Chinese inflation: When China is going to begin exporting its inflation

As anticipated by LEAP/E2020, the Chinese new impetus plan is coming to an end and opens up two connected problems... (page 12)

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US contraction: From « hidden mass austerity » to « imposed Federal austerity »

The November 2010 mid-term elections will be the first electoral test of a United States in crisis... (page 14)

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Second series of elements for a methodology of political anticipation: Questions about source material and team management

Second series of excerpts from the Manual of Political Anticipation which LEAP will publish in October 2010. (page 19) (Learn more)


Strategic and operational recommendations for the second half of 2010

US municipal bond market (« munis »): The major shock

Currencies: The hurricane will strengthen with even higher waves!

World stock markets face the unthinkable

Gold, cash, precious metals, real estate… (page 23)

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The GlobalEurometre - Results & Analyses

Those polled are now unanimously agreed (a rare case for the GlobalEurometre) calling for the establishment of European and Asiatic rating agencies so as to no longer depend on the goodwill of Moody’s, Fitch and Standard & Poor’s.… (page 26)

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Special subscribers’ announcements

EU-Russia seminar, Nice, September 23/24 septembre, 2010

Political Anticipation Academy, cycle 2010-2011 (page 30)

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