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. Read More
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07 Nov 20
US Election - Sorting Husks From Chaff
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. Read More
27 Oct 20
Shifting Currency Gears
#Finance#Yen#Strategy Archive#Dollar#COVID-19#US Dollar#Asset Prices#Biden administration#Currency Markets#Policies#Lockdowns#Forex#Presidencies
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. Read More
22 Oct 20
Central Banks And The Digital Rabbit Hole
#Monetary Policy#Bitcoin#Strategy Archive#Economy#Digital Currency#Central Bank Digital Currency#Payment Systems#Tiered Banking System#Stimulus#Money Transmission
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. Read More
13 Oct 20
Dodging Icebergs
#Finance#Politics#China#Strategy Archive#Economy#Interest Rates#Asset Prices#Biden administration#Renminbi#Treasury Yields#Green Economy
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. Read More
12 Oct 20
Towards The Credit Void
#Central Banks#Strategy Archive#Economy#Banks#Credit#COVID-19#Banking#Zombie Corporations#Governments#Spring#Lending Standards#Firms#Financial Cycle
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. Read More
08 Oct 20
The EM Covid Crisis ... Well Not Quite
#US#Central Banks#Strategy Archive#Economy#GDP#Debt#IMF#Interest Rates#Liquidity#Que#Low Income Countries (LIES)
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. Read More
05 Oct 20
US - Hoisted With His Own Petard
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. Read More
24 Sep 20
Covid Winners And Losers
#Strategy Archive#COVID-19#Corporate Profits#Equity Market Winners#Online Product and Service Providers#Concentration of Bets#High Valuations#Sector Themes post COVID-19#Macro Consequences#Zoom#Tesla#Peloton#US Stock Market#Uber#United Airlines#Lockdowns
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. Read More
22 Sep 20
Italy - Fairer Winds
#Elections#Politics#Strategy Archive#Italy#European Union#Partito Democratico#M5S#Italian Constitution#Government Coalition
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. Read More
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