The year 2025 ushers in a profoundly transformed global economic landscape. Between geopolitical tensions, the rise of artificial intelligence, accelerated energy transition and decisive monetary decisions, financial markets are trying to find a new equilibrium. Crypto, Forex, equities and commodities: each market reacts differently, but all are influenced by the same global forces.

1. Geopolitics: the dominant driver of volatility

Ongoing regional conflicts in the Middle East and Eastern Europe continue to have a direct influence on energy prices and investor behavior. Tensions between the USA and China, particularly around strategic technologies such as semiconductors and AI, are further fragmenting global supply chains.
This instability encourages a massive return to safe havens: gold, american dollar, swiss franc.

2. Equity markets: selective rather than global growth

Unlike in previous years, stock market growth is no longer uniform.
Visit winning sectors are clearly identified:

• Technology and artificial intelligence, driven by rapid innovation.
• Renewable energies, supported by international environmental policies.
• Health and Biotechnology, The Group's new technologies are driven by advances in cell and gene therapy.

On the other hand, cyclical sectors such as tourism, heavy industry and consumer goods suffer from a lack of visibility and persistently high financing costs.

3. Forex: central banks set the trend

Divergent monetary policies are having a profound effect on currency markets.
Visit US Federal Reserve maintains a cautious stance, strengthening the dollar.
Visit euro zone, still facing moderate growth, is seeking to balance its budget.
Visit emerging currencies remain under pressure due to political instability and dependence on raw materials.

4. Crypto-currencies: a maturing market

After a decade marked by extreme volatility, the crypto market enters 2025 with a more solid structure:

• Visit Bitcoin as a reserve of numerical value.
• Visit ETF crypto attract institutional investors.
• International regulations reduce risk and improve confidence.

The sector remains volatile, but is now more focused on long-term adoption.

5. Commodities: gold shines, oil hesitates

Gold reaches record levels thanks to geopolitical tensions.
Oil remains unpredictable, fluctuating between OPEC decisions, regional conflicts and the transition to clean energy.
Strategic metals (lithium, copper, nickel) are benefiting from growing demand for green technologies and batteries.

Conclusion

The year 2025 will be marked by high volatility, but also by numerous targeted opportunities. Investors should focus on :

• technological advances,
• energy transition,
• central bank decisions,
• and the evolution of global tensions.

Markets are not short of challenges, but those who can interpret these signals correctly will find real opportunities for growth.