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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03 Jun 24
South Africa The Beginning Of The End
#Elections#Politics#Markets#Strategy Archive#Economy#Inequality#Corruption#Government policy#Unemployment#Patronage
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 May 24
Taiwan - Operation Sword...And So To Bed 28.05.
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 May 24
QT vs QE - The Nature of Asymmetry
QT is shrinking Central Bank balance sheets. But is not reducing liquidity in any way that matters to financial markets. There are two reasons for this explored here: “The Fire Brigade” syndrome, which makes QE & QT asymmetrical and has nothing to do with economics and a lot to d... Read More
24 May 24
QT Vs QE - The Nature Of Asymmetry
#Monetary Policy#Central Banks#Strategy Archive#Economy#Liquidity#Global Crisis#Governance#Financial markets#Quantitative Easing#Quantitative Tightening
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
17 May 24
China Real Estate - No Bazooka
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 May 24
Central Bank Update
#Yen#Germany#US Federal Reserve#Strategy Archive#Inflation#USD#European Central Bank#EUR#Renminbi#Treasury Securities
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
19 Apr 24
Middle East - Small Attack, Big Message
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
14 Apr 24
Israel & Iran - The Proxy Veil Is Rent
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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