President Trump inauguration speech. US$ may weaken for a while due to lack of immediate imposition of tariffs (in contrast with other policies like immigration) and statement that his administration would “ begin the overhaul” of trade with foreign countries. I don’t ex... Read More
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01 Feb 24
The Fed - A Trinity Of Thoughts
#US#China#Japan#Germany#FOMC#Strategy Archive#Dollar#Inflation#Interest Rates#Federal Reserve#Eurozone Economy#Equity Earnings
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
02 Feb 23
Central Banks And Goldilocks
#Yen#Strategy Archive#Dollar#Equities#Gold#Interest Rates#Bonds#Bank of England#USD#European Central Bank#Rates#Federal Reserve#Market Sentiment#Automatic Rate Hikes
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
28 Nov 22
Chaos Has Its Own Structure
#Oil#Gas#China#Russia#Strategy Archive#Dollar#Saudi Arabia#US Foreign Policy#Armament Supply#Pricing#Mohammed Bin Salman
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
16 Jun 22
The Fed - Leading The Race Up
#Strategy Archive#Dollar#Interest Rates#Federal Reserve#Quantitative Easing#Labour Markets#Tapering#GDP Forecast
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 Jan 22
Russia Crisis — West Flubs, Ukraine Burns
#Oil#Ukraine#Strategy Archive#Dollar#Gold#United States#War#Supply Chain#Natural Gas#Grains#Europe (EU)
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
18 Jan 22
The ECB’S Complicated Exit
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 Nov 21
The Fed Nominations
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 Jul 21
ECB - Reframing Your Dreams
#Euro#US Federal Reserve#Strategy Archive#Dollar#European Central Bank#Banking#Inflation Target#Policy Stance#Asset Purchases#Short-term Market Reaction#Comparative Analysis
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 Apr 21
Four Quartets No. 4 — Little Gidding Copy
#Euro#Strategy Archive#Dollar#Europe#United States#International Payments#International Invoicing#Capital Transactions#Fiscality#Risk-Free Asset
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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