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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06 Mar 24
China's 'Twin Meetings' - The Big Flop
#Finance#Politics#China#Strategy Archive#Economy#Hong Kong#International Relations#Social Policy#Human Rights#Security Law#People's Bank of China
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 Feb 24
The Tale Of The Schizophrenic Dog
#Politics#China#Geopolitics#Russia#Strategy Archive#Economy#Europe#United States#Globalization#Emerging Markets (India)
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 Feb 24
Grain Prices To Stay Weak - For Now
#Trade#China#Russia#Strategy Archive#Economy#Agriculture#Grain Prices#USDA (United States Department of Agriculture)
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
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
26 Jan 24
ECB - Slow Trains Still Get To Their Destination
#Recession#Strategy Archive#Inflation#European Central Bank#Banking#Economic Policy#Interest Rate Decisions#Christine Lagarde#Eurozone Economy#Unit Profits#Earnings Growth
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 Jan 24
Things I Believe - Without Proof
#China#Trump#Geopolitics#Ukraine#Middle East#Populism#Taiwan#Grayzone Warfare#Strategy Archive#Europe#US Dollar#Democracy#Investments#European Central Bank#Rates#Policies#Confrontation
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 Jan 24
EU Elections - The Winds Of Change
#Euro#Strategy Archive#Society#European Union#Investors#Brexit#European Parliament Elections#Change in Leadership#EU Policy#Post-Brexit EU Parliament#Seats Allocation#Liberal Parties#Renew Europe#European People's Party (EPP)#Socialists & Democrats (S&D)
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 Jan 24
Taiwan Elections - Like No Other
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 Jan 24
Macro Trilogy
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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