There are three political things that don’t matter to markets now but will. Read More
Reports LibraryShowing All Results
05 Aug 24
Troubles Weekend
Recession is the new cloud in the blue sky over markets. The markets now know the colour of fear. Recession is not for now. But fear is. Here's why! Read More
02 Aug 24
Autumn Sonata
#Finance#EU#China#US Election#Trump#Yen#Euro#Strategy Archive#Sovereign Debt Crisis#USD#Credibility#Market Predictions#Equity Bear Market#CNH#Growth Gap#2035
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
30 Jun 19
Xi Versus Trump - China Wins On Points
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
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
10 Jan 17
China - Tweaking The Renminbi Glide Path
#Finance#China#Trump#Strategy Archive#International Payments#Renminbi (RMB)#Foreign Exchange Policy#PBoC (People's Bank of China)#Reflation Rally#Capital Outflows#CFETS Basket#Small Developed Markets#Forex Transactions
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 Nov 16
Trump L'oeil
#Asia#Trump#Strategy Archive#Economy#Europe#Equities#Gold#Currencies#Trade Wars#USA#Bond Shorts#Global Reflation#EM
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
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us