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
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04 Jul 24
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
06 Jun 24
ECB Update
#Strategy Archive#Equities#Inflation#European Central Bank#Banking#Policy Rates#Wages#Deposit Rate#PEPP (Pandemic Emergency Purchase Programme)#Balance Sheet Holdings#Market Impact#US Dollar (USD)
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
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
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