France: Sovereign Debt and the Political Crisis. The Bayrou government will fall on September 8. Macron will try and avoid new legislative elections at all costs. And of course there’s no way he’ll resign as President. He will look for a centre-left PM. He hopes such a PM can ... Read More
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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
01 Sep 11
A Return To A Normal World
#Finance#Strategy Archive#Bond Yields#Fiscal Policy#Economic Growth#Sovereign Debt Crisis#Inflation#Macroe Management#Currencies#Financial Assets#Risk#Debt Sustainability#Orthodoxy
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 Aug 11
Getting Darker
#Finance#Markets#Strategy Archive#Economy#Gold#Sovereign Debt Crisis#Bonds#Global Equities#Currency (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
02 Aug 11
Debt By A Thousand Cuts
#Strategy Archive#Economy#Eurozone#Greece#Debt#Italy#Sovereign Debt Crisis#US Economy#Entitlements#Military Spending
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 Mar 11
Japan
#Monetary Policy#Japan#Markets#Strategy Archive#Equities#Government Debt#Sovereign Debt Crisis#Commodities#New Zealand#Industry#Construction#Earthquakes
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
09 Nov 10
Eurozone - Resolving The Euro Debt Crisis
#Sanctions#Germany#Strategy Archive#Economy#Europe#Sovereign Debt Crisis#Angela Merkel#Yield Spreads#European Financial Stability Facility (EFSF)#Crisis Resolution Mechanism (CRM)#GSP#Peripheral Eurozone States
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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