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10 Jan 17
China - Tweaking The Renminbi Glide Path
#Finance#China#Trump#Strategy Archive#International Payments#Renminbi (RMB)#Foreign Exchange Policy#PBoC (People's Bank of China)#Reflation Rally#Capital Outflows#CFETS Basket#Small Developed Markets#Forex Transactions
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
04 Jan 17
Moving On From Monte Dei Paschi
#Finance#Politics#Strategy Archive#Economy#Debt#Italy#Government#Banking System#Banking#European Commission#Electoral Law#Renzi's Jobs Act.
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
04 Nov 16
The Inflation Fallacy
#Finance#Central Banks#Strategy Archive#Economy#Equities#Debt#Inflation#Corporations#Profits#Capital Investments
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
25 Oct 16
Autumn Dirge
#Finance#Strategy Archive#Economy#Debt#Growth#Inequality#Living Standards#Productivity#Cost of Capital#Central Bank Stimulus#Financial Instability#Future Earnings#Helicopter Money#Monetary Policy Control
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
29 Sep 16
China - The Xi Puzzle
#Finance#Politics#China#Leadership#Strategy Archive#Debt#Credit#Consumer Spending#President Xi Jinping#Economic Reform#Financial Leverage#Crisis Risk#Politburo Standing Committee.
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
23 Sep 16
Boj Botches Fed Faffs
#Finance#Monetary Policy#Japan#Strategy Archive#Economy#Bank of Japan#United States#Banking#Federal Reserve
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
11 Jul 16
Flashpoints
#Finance#EU#Politics#France#Markets#Euro#Strategy Archive#Spain#Gold#Italy#US Dollar#United States#Banking Crisis#Hungary#US Treasuries#Global Equities#Brexit#Portugal#South China Sea#Australian Sovereigns#EM Assets#Pound
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 Apr 16
Helicopter Money - Black Hawk Down
#Finance#Monetary Policy#Central Banks#Strategy Archive#Economy#Inflation#Productivity#Government Spending#Helicopter Money
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 Apr 16
Portfolio Changes - The Yen And The Loonie
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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