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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22 Jan 14
Europe - Shifting Sands Of Perception
#Politics#France#Strategy Archive#Europe#Italy#Bond Markets#Short Selling#President Hollande#Electoral System Reform#European Elections#Eurozone Economic Recovery#Peripheral Sovereign Debt
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 Mar 11
A Two Pronged Spike
#China#Monetary Policy#Strategy Archive#Equities#Economic Growth#Inflation#Interest Rates#Stagflation#Sovereign Bonds#Short Selling#Commodities#Switzerland#Canada
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
31 Jan 11
EM Currencies - The Long And The Short Of It
#Strategy Archive#Europe#Currencies#Developed Markets#Risk Management#Short Selling#Exchange Rates#Investments#Capital Flows#Reversal#Long Position#Turkish Lira#Indonesian Rupiah#South African Rand#Singapore Dollar#Czech Koruna#Israeli Shekel
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 Mar 08
Food Farewell
#Strategy Archive#Short Selling#Commodities#Investment Strategy#Agriculture#Real Currency#Economic Performance#Long-Term Outlook.#Supply-Demand Fundamentals#Food Market#Price Trends#Brazilian Equities
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 Oct 04
Currencies - Dumping The 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
20 May 02
EM Debt - Time To Go Short
#Turkey#Strategy Archive#Debt#Currencies#Interest Rates#Short Selling#Brazil#Mexico#Philippines#Housing Market#Consumer Confidence#FX Debt#Public Sector Debt#Tax Revenues#Political Instability
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
10 May 99
Core Europe - Will The Consumer Come Back Note
#France#Germany#Strategy Archive#Interest Rates#Short Selling#Unemployment#Consumer Confidence#Core Europe#Job Reductions#European Central Bank (ECB)#Real Wage Gains#Consumer-Led Recovery#Currency Trading#Euro/US Dollar Exchange Rate#Target Price (€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
17 Jun 98
Japan - Intervention, The Yen And Jgbs Fax
#Monetary Policy#Yen#US Fed#Japan#JGBs#Strategy Archive#Fiscal Policy#Bank of Japan#Interest Rates#Short Selling#Y170
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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