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US "Exceptionalism" and the USD - the drivers.
How US "Exceptionalism", and the bull market in the US$ and US equities are linked. Since just before the invasion of Ukraine in 2022, foreigners' holdings of US financial assets has risen from US$ 20 trn. to US$ 30 trn. Of this increase 10% was down to increased holding by …
Autumn Sonata
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Central Bank Update
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
The Economics Of The Grayzone
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
The Gray Zone - Mapping Events
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Central Banks And Goldilocks
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
China - The Predictable Fate Of The Yuan Pegasus
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Russia - Putin's Modest Proposal
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Afghanistan Matters
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.