Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?... Read More
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10 Dec 25
Time Past & Time Future
#European Commission#Euro Area#Trump Tariffs and Treaty Destruction#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Japan-Takaichii#Trump's 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt#The Six Macro Risk Factors for Markets#The Cost of Trump's Spheres of Influence#The Alliance of Dictators and Dictator Wannabes.
28 Jun 22
Update - Gas Wars - EU Rides To The Rescue
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 Apr 21
German CC Greenlights EU Recovery Fund Ratification
#Euro#Strategy Archive#European Commission#German Taxpayers#German Constitutional Court#EU Recovery Fund (RF)#Covid-19 Measures#Economic Damage#Injunction#Ratification#Payouts
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 21
Italy - Enter The Dragon
#Politics#Strategy Archive#Economy#Italy#Pandemic#European Commission#Government Formation#Mario Draghi#EU Recovery Fund#Bank of Italy
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 Jun 20
Calculus On A Kitchen Table
#US#Strategy Archive#Economy#Eurozone#Europe#European Union#Central Bank of European Stability Mechanism (ESM)#Ursula von der Leyen#European Commission
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 Jan 17
Moving On From Monte Dei Paschi
#Finance#Politics#Strategy Archive#Economy#Debt#Italy#Government#Banking System#Banking#European Commission#Electoral Law#Renzi's Jobs Act.
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 Jul 15
Greece - On The Edge
#Elections#Strategy Archive#Eurozone#Europe#Greece#Debt#Bailout#Austerity#European Commission#ESM#EU Council
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
11 Oct 10
Europe - Forward To GSP2
#Finance#Strategy Archive#Economy#Europe#Fiscal Policy#European Commission#Lisbon Treaty#Growth and Stability Pact (GSP)
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 Jun 97
EMU
#Strategy Archive#European Union#European Commission#Bank of France#Jospin#Jacques Chirac#Helmut Kohl#International Meetings#Stability and Growth Pact#Monetary Policy Council#Amsterdam EU Summit#Maastricht Treaty Revisions#Santer#G7 Summit in Denver#European Economic Community (EMU)#Fiscal Priorities#Employment Policy
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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