Leadership matters in Japan with the biggest impact being on regional security Read More
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12 Sep 24
Central Banks: Heads Up & Heading Down
IN the short term the Fed and the ECB will cut policy rates by 25 bp - no jumbo cuts, Over the easing cycle the ECB will have to cut policy rates more and for longer than the Fed. The EU is entering a period of secular economic decay. The Draghi report speaks not just to the US... Read More
03 Sep 24
The Significance of the Inconsequential
#World#Trade#Geo-economics#Quantum Economics#Politics#Trump#Kamala Harris#Geopolitics#Draghi#EU Commission#EU Parliament#Populism#Tueringen#Saxony
There are three political things that don’t matter to markets now but will. Read More
10 Aug 24
Ukraine- Kursk Offensive
#Security#Greyzone Warfare#Cold War#Sanctions#Energy#Industrial Raw Materials#Politics#Geopolitics#Russia#Ukraine#Water
Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant. Read More
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
21 Jul 24
Joe Biden Withdraws
It is confirmed that Joe Biden has withdrawn his candidacy for the Presidency. He endorses Kamala Harris as his successor. This choice is likely to be endorsed by the Democratic Party. Report follows. Read More
23 Jun 24
IS Le Dounut Francais (1)
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
03 Jun 24
South Africa The Beginning Of The End
#Elections#Politics#Markets#Strategy Archive#Economy#Inequality#Corruption#Government policy#Unemployment#Patronage
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
28 May 24
Taiwan - Operation Sword...And So To Bed 28.05.
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
19 Apr 24
Middle East - Small Attack, Big Message
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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