We’re officially one month away from the 2025 World Economic Conference — the most anticipated economic event of the year!
This year’s conference promises to be unlike any before. With markets in flux, debt spiraling, and geopolitical tensions rising, understanding the global economy has never been more critical. At the WEC, you’ll gain exclusive insight into Martin Armstrong’s Economic Confidence Model (ECM) — the same model that has accurately forecasted turning points for decades.
Seats are filling fast, and this is your opportunity to hear directly from the man whose models have guided governments, institutions, and investors through decades of global change.
Reserve your spot today — visit the Events page to secure your ticket before it’s too late. In-person tickets are extremely limited and likely to sell out.
And don’t miss the next Marty and Mike Podcast dropping this Friday where Martin and Mike dive into the latest market shifts and what to expect heading into the conference.
The World According to Martin Armstrong is also available on Amazon for those interested in reviewing the major predictions on the Economic Confidence Model and the full story behind 20 predictions that came to fruition:
The countdown has begun — the world is changing, and the insights you gain at the 2025 WEC could make all the difference. We hope to see you there!
The European Union will phase out all Russian oil imports by January 1, 2028. New contracts will be prohibited after January 2026; existing short-term contracts must cease by June 2026 and long-term contracts by January 2028. The EU still believes it can target 45% renewable energy by 2030 and reduce its reliance on fossil fuel entirely. These conditions are perfect for inflationary price spikes and bottlenecks leading to extreme volatility. Europe has dismantled its economy to support Ukraine.
Cutting Russian gas imports reroutes the flow of capital across Europe and the globe. Alternative sources must be developed, infrastructure must be built, and agreements must be implemented. Gaps will lead to serious volatility, but these bureaucrats have no understanding of the larger implications.
There is no concrete plan B. Europe is back and forth on whether it wants to rely on the US. The US itself was begging other nations for oil under the Biden Administration and is prone to massive shifts since the two party system has two drastically different views on energy. Norway has become the bloc’s top pipeline gas supplier and is expected to deliver 120 billion cubic meters annually through 2027. New LNG contracts exist with Qatar and African suppliers. The Trans Adriatic Pipeline (TAP) has been expanding to 20 bcm per year and runs through Bulgaria and Greece.
Moscow supplied the EU with 40% of all gas imports before the conflict began in 2022 and offered gas at a historically low price. Trade was beneficial to everyone involved before Brussels decided to engage in economic warfare through sanctions on behalf of a nation that is not in the union. The union now imports around 6% of its current oil supply from Russia, but is heavily relying on the US and Norway. The US is charging up to 25% more on average. Norway’s gas production is not sufficient enough to power all of Europe singlehandedly. Europe is consuming around 400-450 bcm annually while Norway is only producing around 120 bcm. The US is naturally a safer bet than the Middle East or Africa due to geopolitical woes, but again, Europe is paying a premium and politicians are not eager to rely on America.
From the perspective of the Economic Confidence Model (ECM), this announcement is a turning‑point signal. Structural shifts like this rarely unfold smoothly. They are the precursors to non‑linear movements in commodities, currencies, and equities. Markets will price in expectations, fears, and geopolitical risks long before the physical supply is affected.
Energy is power. Power drives capital. The EU successfully drove capital away by decimating its energy sector through Russia and net zero initiatives.
The United States did not export soybeans to China this September amid the trade war. This is the first time since November 2018 that China declined to purchase from the US. Distrust has peaked and neither nation will rely on the other for essentials. Chinese tariffs on US agricultural goods are now around 34% when factoring in VAT and MFN duties. American farmers who heavily relied on Chinese demand are currently harvesting 4.3 billion bushels with few available buyers.
China became the top buyer of American soybeans because of comparative advantage. China moved from farms to factories in recent decades and began to rely on American agriculture. Washington did not consider the repurcussions when it weaponized trade.
This impacts the entire economy. People believe this will only impact Midwest “MAGA” conservative farmers but no sector exists in a bubble. Kansas, Iowa, and North Dakota, for example, export 70% of soybean output to China and the loss of revenue has rippled from the local economy to the state. Loan defaults and foreclosures are anticipated. Land values are plummeting. Then the federal government under the USDA must cover one-third of export-related losses. Billions in revenue have been eradicated.
China is turning to Brazil for 85.2% of soybean imports, up 29.9% YoY. Argentina removed tariffs on grains and secured 9% of Chinese soybean demand. China is holding 40 million tons of soybeans in its strategic reserves so that it cannot be used as political leverage.
The USDA believes net farm income for row crop producers will decline around 20% form last year, largely due to the loss of soybean revenue. The American Farm Bureau reported that exports to China in the first half of the year fell from 985 million bushels to 218 million on the annual with purchasing now coming to a complete halt.
Soybean prices in the US are down 40% from their three-year highs. South America is seizing the opportunity to corner the market with Paraguay and Bolivia increasing production along with Argentina and Brazil. The entire supply chain is shifting and taking capital along for the ride. We are looking at a serious issue for US agriculture if trade talks fail ahead of Brazil’s next harvest. Capital control and trade restrictions could be a possibility in the not-so-distant future.
The European Union is planning to cancel paper currency and move to CBDC to carryout:
The ECB ADMITS that it has been investigating the issuance of a digital euro — a CBDC for the euro-area, which would be a digital form of central-bank money, accessible to households and businesses. The “preparation phase” for the digital euro began back on November 1st, 2023.
Christine LaGarde, who whgen the head of the IMF, threaten all the has havens if they di not turnover the accounts of Europeans that she should remove them from SWIFT. She had also threatened the Vatican. How she has been pushing for a Digital Euro to ensure that nobody can frin €100 euro bill without given the state their 65%. This past September 2025, an EU gathering of finance ministers reached a “compromise” on how the digital euro would work — including limits on how much each person could hold, and giving national finance ministers a say in the issuance decision.
European Union finance ministers agreed on a roadmap for launching a digital euro currency that aims to become an alternative to the now dominant U.S.-based Visa and Mastercard systems. Their discussions on a digital euro, creating an electronic wallet backed by the European Central Bank, is ramping up rapidly because the EU is now keen to impose capital controls so they can just cponfiscate money out of your account at will and you cannot withdraw cah because they in tend to cancel all paper currency. To accommodte the poor, they have already declined that having a bank account is a huiman right.
Moreover, they claim that they also want to reduce its dependence on other countries in key areas like energy, finance and defence. That targets Europe’s reliance on U.S. credit cards and as a response to U.S. President Donald Trump’s global push for stablecoins pegged to the U.S. dollar. Yet, the ECB, the main sponsor of the project, has failed so far to secure legislative approval for it. The bankers are complaining it may hollow out banks’ coffers, cost too much or curtail privacy. How do banks lend out money if it is tied up in wallets that the government controls?
The ECB President Christine Lagarde ainsists that she has reached an agreement on the next steps. She has proposed that the EU finance ministers have a say on whether a digital currency is issued and how many such euros each resident will be able to hold, which is seen as crucial for assuaging fears of a run on bank deposits. They was 100% capital controls but does that completely alter the very need for banks? She will allow an opportunity for a discussion in the Council of Ministers.
The attempt to confiscate private assets to fund a war with Russia is so anti-democratic, it is following the path of Karl Marx and as such the EU is not worth saving. It is in the final throwa of climing to life. The most accurate and widely accepted answer is that the European Union (EU) was officially established on November 1, 1993, when the Maastricht Treaty came into effect. It does not appear that the EU will be able to suring much beyond 2030. The Virtual Euro began functioning as an electronic currency for banking and financial transactions. The “Cash” Euro: January 1, 2002. This is the date most people remember, when euro banknotes and coins entered circulation.
If you do not move your money out of Europe before 2026, you may find yourself trapped unable to even buy gold.
COMMENT: This is what the Telegraph reported:
“Yet again, Donald Trump has changed course on Ukraine. In a heated meeting with Volodymyr Zelensky, the US president reportedly swore and shouted at the Ukrainian leader, demanding that his country submit to Vladimir Putin’s peace terms or face destruction. After Mr Trump suggested only weeks ago that Kyiv could win back all its territory from Russia, Memphis Barker, our Senior Foreign Correspondent, discusses where this latest volte-face leaves Ukraine.”
I just felt the need to say, like that old song, You are the bridge over troubled waters. Just for the record, anyone serious reads you because you actually understand what is taking place and who the players are. Even when the fake news isn’t trying to be bogus, their hatred of Trump blinds them to everything else.
LC
REPLY: It’s a shame that there isn’t a bomb that just exterminates journalists. That might actually save humanity. At the first meeting at the White House, I passed on info directly from Ukraine that Boris Johnson flew to Ukraine 3 days before and instructed Zelensky to insist that the signing must take place in Washington and not Kiev. He was to create a scene and embarrass Trump into keep funding Britain’s Proxy War with Russia. That is why the first meeting was a shouting match.
This is why NO MAINSTREAM PRESS would dare interview me. They do not want to report the truth – it’s always hate Trump, change your sex to reduce the population, walk to work, and of course, it’s always Putin, Putin, Putin. The word “NEOCON” to them is the same as “SOURCE.” These people are totally irresponsible, and if there is World War III, they created it just like Pulitzer, who made so much money creating the Spanish American War, he left it to Columbia University to wstablish the “Pulitzer Prize” for good journalism, named after the father of Yellow Journalism? You can’t get more hypocritical than that.
Well, perhaps handing Obama the Peace Prize for being Black despite the fact he asked Congress to invade Syria – all in the name of “PEACE” which is the Neocon version of conquest. If you kill all your enemies real or immagined, then there will be peace when they rule the world. The Obama peace prize was the lowest point in history for the commission. I would never leave a bunch of money to any university to create some prize in my name. They would turn it into some Transgender Award for walking to work in your 15 minute city and somehow that promotes sound economics and peace simultaneously.
The 9th Circuit Court of Appeals has cleared the way for the Trump administration to send National Guard troops to Portland, Oregon. The 9th CCA lifted a lower court’s temporary restraining order that previously blocked the deployment. [Ruling Here]
[SOURCE]
A three-judge panel for the 9th U.S. Circuit Court of Appeals voted 2-1 to stay a district court order that had prevented the deployment of National Guard troops to the city. The majority opinion found it was likely that the president had lawfully exercised his statutory authority.
(Via Politico) – A federal appeals court panel has backed President Donald Trump’s authority to send National Guard troops into Portland, Oregon, concluding that though the president’s claims on social media “may exaggerate” the violence in the city, he may still have had a valid basis for the deployment.
The 2-1 ruling, endorsed by two Trump appointees to the 9th Circuit Court of Appeals, is the latest win for Trump’s effort to deploy the military into cities across the country over the fierce objections of state and local leaders. Trump has cited violence outside immigration facilities as a basis for the deployments, saying it has impeded his ability to enforce the law, but governors and mayors say there has been minimal unrest and Trump is using largely peaceful protests as a pretext to expand his power. (read more)
The appeals court ruling is preliminary, and the Lawfare fight is expected to continue. The state of Oregon and city of Portland may seek further review from a larger appeals court panel or appeal directly to the Supreme Court.
A similar Lawfare battle is taking place in Illinois, where a judge has blocked the deployment of National Guard troops. The Trump administration has also appealed that ruling.
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