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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15 Jan 19
China - Winter Woes And Unknown Unknowns
#Finance#China#Trump#Monetary Policy#Xi#Strategy Archive#GDP#Fiscal Policy#US-China Relations#Consumer Spending#PBoC (People's Bank of China)#Trade War#Domestic Confidence#Private Sector Investment#Tax Cuts#Stimulus Packages#Unknown Unknowns#SOEs (State-Owned Enterprises).
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 Mar 18
US - Debt And The Dollar
#US#Strategy Archive#Dollar#GDP#Debt#Interest Rates#Balance of Payments#Corporate Tax Rate#Budgets#Taxes#Spending
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 Oct 17
Catalonia - Just The Beginning (2)
#Politics#Strategy Archive#Europe#Spain#GDP#Financial markets#Catalonia#Rajoy#Independence Movement#Home Rule#Shadow Government#Parallel State
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
10 May 17
China - Credit Tightening Economic Risk Of Macroprudential Sensibility
#Strategy Archive#GDP#Interest Rates#Liquidity#Macroprudential Measures#Credit Growth#China Banking Regulatory Commission#Bank of China#Economic Risk
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
07 Jul 16
UK - Brexit - Unpalatable Options
#EU#Strategy Archive#Economy#GDP#Norway#Treasury#Brexit#Trade Agreements#GBP (UK)#Customs Union#WTO Rules
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
05 Jul 16
China - The Meaning Of Xi
#China#Strategy Archive#GDP#Deflation#Renminbi#CFETS#Xi Jinping#Legitimacy#Civic Society#Foreign Policy#Military
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 Apr 16
Eurozone Money Supply & Credit
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 Apr 16
China - Insufficient Funds
#China#Strategy Archive#Economy#GDP#US Dollar#Exchange Rates#Foreign Exchange Reserves#Renminbi#Capital Flight#Debt Deflation#Stimulus Policies#Bank Leverage
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 Mar 16
China - Insufficient Funds
#China#Strategy Archive#Economy#GDP#Leverage#US Dollar#Exchange Rates#Savings#Foreign Exchange Reserves#Renminbi#Capital Flight#Debt Deflation#Policies
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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