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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23 Feb 22
Putin's Primer
#Politics#Russia#Ukraine#Putin#Strategy Archive#Europe#Commodities#Bonds#Equity markets#NATO#Denuclearization#Territory#Sphere of Influence#Media#Hedging
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
20 Feb 22
From Russia With War
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 Feb 22
More Agro
#Sanctions#Russia#Ukraine#Strategy Archive#Climate Change#Commodities#Agriculture#Wheat#Food Prices#Trade.#Grains#US Department of Agriculture#Crop Harvests#Grain Stocks
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 Feb 22
Notes To Myself
#Politics#Monetary Policy#Russia#Ukraine#Strategy Archive#Economy#COVID-19#Inflation#Commodities#Governance#Tightening#Pandemics#Global Policy#Pharmaceuticals#Energy Exports
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 Feb 22
US - When Temporary Turns Permanent
#Strategy Archive#Economy#Fiscal Policy#Inflation#Interest Rates#Pandemic#Consumer Demand#Federal Reserve#Labour Market#Asset Markets
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 Feb 22
ECB - A Big Shift
#Euro#Strategy Archive#Bond Yields#US Dollar#Global Markets#European Central Bank#Banking#Inflation Target#Policy Shift#Stance#Instruments#Economic Risks#Ukraine Invasion
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 22
Russia As A Supply Side Shock
#Energy#Food#China#Russia#Ukraine#Strategy Archive#Metals#Supply Chain#Military Intervention#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
31 Jan 22
Italy - A Safe Pair Of Hands
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 Jan 22
UK - Killing Me Softly
#UK#Strategy Archive#Economy#GDP#COVID-19#Inflation#Productivity#Bank of England#Business Investment#Brexit#G7#Immigration
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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