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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04 Dec 23
EU Equities - What Could Go Right
#Strategy Archive#Equities#US Treasuries#Global Equities#European Union#Market Perception#Independent Strategy Report#European Underperformance#Ukraine War#ECB Stance#European Consumer#Interest Rate Policy#Taiwan Straits#South China Sea#Strategic Position#Long Bonds
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 Dec 22
EU Fiscal Reform - War As Super Glue
#Strategy Archive#Austerity#European Union#Fiscal Reform#War Impact#Unity#Pro-Growth Fiscal Rules#EU Commission 2023 Fiscal Guidance#Productive Investment#Country Adjustment Plans#EU-Wide Blanket 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
12 Oct 22
EU Energy - The Art Of The Possible
#Germany#Strategy Archive#European Union#Budget Deficit#Energy Crisis#Third Relief Package#GDP Impact#Headline CPI#Supply and Demand Dislocation#Demand Compression#Energy Efficiency#EU Commission Proposal#Price Caps
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
22 Sep 22
Inflation - The Long And The Short Of It
#Finance#Politics#China#Central Banks#Japan#Strategy Archive#Economy#Inflation#United States#United Kingdom#European Union
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 Jul 22
EU Gas Supply - Let The Games Begin
#Recession#Russia#Strategy Archive#Economy#Inflation#European Union#Gas Supply#NordStream 1#Gas Prices#EU Natural Gas Storage#Gas Inventories#Winter Supplies#Putin Strategy#EU NATO
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 Jul 22
Italy - Back To The Circus
#Elections#Politics#Strategy Archive#Italy#European Union#Confidence Vote#Senate#Mario Draghi#Government Crisis#Movimento Cinque Stelle#Matteo Salvini#Brussels
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 Jun 22
France - Macron - La Fin D'absolutisme Presidentiel
#Elections#France#Strategy Archive#Poland#Eastern Europe#European Union#EU Policy#Emmanuel Macron#National Assembly#Marine Le Pen#National Rally#Opposition Parties#Franco-German Axis
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 Apr 22
France - Une Election Peut En Cacher Une Autre
#Elections#France#Strategy Archive#Presidential Election#European Union#Parliament#Emmanuel Macron#Marine Le Pen#Radical Programme#Incumbent President#Second Term
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
29 Mar 22
For A Handful Of Dollars
#Russia#Ukraine#Euro#Strategy Archive#Commodities#European Union#Autocracies#Dollar System#Reserve Currencies
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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