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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01 Aug 24
Autumn Sonata
#EU#Geo-economics#Tectonic Shifts#Protectionism#Energy#Oil#China#China Plenum#Monetary Policy#Central Banks#Geopolitics
Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear. Read More
22 Jul 24
China - the Plenum
The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing. Report follows. Read More
21 Jul 24
Joe Biden Withdraws
It is confirmed that Joe Biden has withdrawn his candidacy for the Presidency. He endorses Kamala Harris as his successor. This choice is likely to be endorsed by the Democratic Party. Report follows. Read More
10 Jul 24
Asymmetry QT vs QE
QT is shrinking of central bank balance sheets. The balance sheets of the developed countries’ central banks have shrunk nearly 17% from their 2022 peak. But this is not reducing liquidity in any way that matters to financial markets. There are two reasons for this explored here.... Read More
04 Jul 24
France 2eme Tour
France 2eme Tour. Expected: Le Pen/RN does not get (nor should she want) a majority under a Macron Presidency. . Such a “cohabitation “ would taint her. She would cement her position to be France’s next President better by being “kept out of power “ by a weak 5-way Macron led coa... Read More
02 Jul 24
France Takes Another Step Toward Ungovernability
Based in the exit polls for the first round with a massive 65% turnout Le Pens Rally National (hard right) won 34% of the votes; le Front Populaire (the hard left) won 28% and Macron’s Renaissance 20%. the Republicans got 10.2%. This show Rally National very close to getting an a... Read More
23 Jun 24
Le Dounut Francais
The stability at the top of the EU institutions created by the EU Parliamentary election will be undone by the black hole of the French national election, which will empower the extremists, as well as by German political paralysis. As a result, the Seven Major PIllars of EU refor... Read More
23 Jun 24
IS Le Dounut Francais (1)
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 Jun 24
US Fed- Not Quite Plain Vanilla
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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