ESTV 235 – Is this the start of a crash or just an overdue correction?
World War 3: 5 to 12?
You have to see these markets!
It’s 5 to 12!
The assassination attempt on US presidential candidate Donald Trump raises a number of security questions, as the election campaign will only really get underway when the Republicans and Democrats nominate their presidential candidates, which will be in the next few days. It is questionable whether Joe Biden, at his advanced age, is still physically and mentally fit enough not only to keep up the election campaign, but also to govern the USA and thus the world for another four years.
ESTV 234 – It’s 5 to 12
First bread and games, then World War 3?
While the German nation is now in football fever and hoping for a new summer fairytale after the victory against Denmark, there are very threatening developments in other regions of the world. Bread and games have always been a suitable means of distracting people from the real problems of the world. This summer, not only the war in Israel threatens to escalate and spread to Lebanon, but now also the war in Ukraine and both wars could turn into a third world war. Serbian President Aleksandar Vučić is warning of a major European war in three months’ time and Hungarian President Orban is also warning that NATO is seeking a war with Russia. In France, there is a threat of a split in the nation and possibly a shift to the right if Le Pen wins the parliamentary elections. Then we will have a new Europe. The USA is already in the midst of an election campaign, where Trump has now presented his new 5-point peace plan for Ukraine. If he wins the election, he will implement it. Trump clearly came out on top in the debate against Biden.
ESTV 233 – First bread and games, then World War 3?
Eastern Europe expert Männicke: “Good starting position for commodities – no super cycle yet”
Is the commodity super cycle coming?
For a long time, commodities and commodity shares only played a minor role in the portfolio decisions of private and institutional investors, but this could change from now on. Some commodity experts believe that a commodity super cycle is now beginning due to increasing supply risks. Without sufficient commodities, climate change goals cannot be achieved. Few realise that commodity products such as the BNP Paribas ETC can sometimes outperform equity indices.