Taiwan & HK: Butterfly Wings & Chaos? Investment Conclusion. The Taiwanese dollar (TWD) and the Hong Kong dollar (HKD) are under upward pressure. There are idiosyncratic reasons for this delved into below. But the real culprit is the fall of confidence in the... Read More
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13 Feb 25
Ukraine: Worse than Minsk
#Russia#Ukraine#EU Commission#Trump Policy#Trump Administration#Donald Trump#EU (European Union)#Ukraine War#Russia's Economy#Global Alliances#Currency (US Dollar)#Russian Influence#Deglobalisation#Deglobalization#Alliance of Autocracies#Alliance of Democracies#Trump Tariffs.
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence... Read More
30 Sep 14
Hong Kong - A View From The (Admiralty) Bridge
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 Oct 05
US - Bernanke - Bullish Or Bearish Update
#Monetary Policy#Strategy Archive#Economy#Inflation#Interest Rates#Deflation#Bond Market#Ben Bernanke#Currency (US Dollar)#Alan Greenspan
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 Jan 04
Global - Consumer Shock
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 Oct 03
Global - Contradictions
#Energy#Euro#Strategy Archive#Economy#Housing#United States#Bubbles#Federal Reserve#Equity Market#Currency (US Dollar)#Affordability
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 Sep 03
Global - Damned Dollar Revisited
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 03
Global - Depreciation Deflation And The Dollar Update
#Trade#Strategy Archive#Economy#United States#Money Supply#Budget Deficit#Competitiveness#Currency (US Dollar)
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 Mar 03
Global - Fatal Synapse
#Oil#Euro#Korea#Iraq#Strategy Archive#Australia#Gold#Commodities#Canada#New Zealand#North Korea#Budget Deficit#Equity Market#Currency (US Dollar)#Twin Deficits
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 Jun 02
Global - Cutting Short Equity Positions Update
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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